Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Alpha FMC: Asset and Wealth manager investments need to deliver ‘tangible value’ in 2026

More than three-fifths of asset managers (63%) are concerned about data management within their businesses, as investment in artificial intelligence and digitisation has accelerated, according to a report from Alpha Financial Markets Consultancy (FMC).   While over half of asset managers view AI as important, just 9% of firms are at the stage where AI […]
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Wealth and Asset Management

Hospice UK becomes Brooks Macdonald charity partner

Brooks Macdonald Group plc announces Hospice UK as their chosen charity partner in 2026, supporting hospice care through fundraising initiatives, national campaigns, and volunteering opportunities with local hospices.   About the partnership   We’re delighted to be Brooks Macdonald's chosen charity partner for 2026.   Brooks Macdonald Group plc is a leading UK wealth management […]
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Wealth and Asset Management

CaixaBank will increase its staff in London by 60% thanks to its growth and new lines of business

CaixaBank's UK branch has grown significantly in recent years and expects to reach 54 employees by 2027, representing a 60% increase in its workforce over the 2025-2027 Strategic Plan period.    This growth reaffirms CaixaBank’s commitment to strengthening operations in key markets. It currently has a workforce of 43 people, 10 more than at the […]
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Wealth and Asset Management

HNWIs rethinking international plans as tax becomes secondary to stability

High net worth individuals (HNWIs) are reassessing their international plans due to global instability and geopolitical upheaval as tax mitigation is deprioritised, says Utmost’s Marc Acheson.   Until recently the UAE had been a major draw for expats, particularly among younger generations and entrepreneurs, but increased awareness of the geopolitical risk associated with the region […]
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Wealth and Asset Management

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

Broadridge Financial Solutions, Inc. has announced a strategic partnership and minority investment in CENTRL, a leading provider of AI-powered due diligence solutions for financial institutions.    The partnership enhances Broadridge’s data and analytics solutions for the asset management and retirement advisory industries with leading due diligence technology and expands its AI-enabled capabilities, helping modernize counterparty […]
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Wealth and Asset Management

BIL Opens a New Chapter in Switzerland

Geopolitical tensions in the Middle East are heightening market uncertainty—while simultaneously reshaping dynamics in international wealth management.    In the finews podcast, Tobias Kamber, COO and General Counsel of BIL Suisse, explains why Switzerland is gaining attractiveness at this moment—and how the institution is positioning itself strategically in the country.   Amid the conflict surrounding […]
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Wealth and Asset Management

Craigs acquires Polson Higgs Wealth Management

Craigs Investment Partners Limited and Dunedin-based financial planning and wealth management firm Polson Higgs Wealth Management Limited (“phwealth”) have entered into an unconditional agreement for Craigs to acquire phwealth.    Craigs CEO Simon Tong says phwealth brings recognised financial planning capabilities to the Craigs group. “phwealth and Craigs share a commitment to exceptional client experience […]
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Wealth and Asset Management

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

Barclays Group Chief Executive C.S. Venkatakrishnan said Thursday if the bank could do it all over again, it would have had “nothing to do” with soured private-credit borrowers Tricolor in the US and Market Financial Solutions in the UK.   Potential losses on loans to the two companies hammer home the lesson that client selection […]
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Wealth and Asset Management

Mesirow Wealth Management Recognized with Multiple 2026 Best-in-State Wealth Advisor awards

Forbes | SHOOK recognizes Jeffrey Condren, CFP®, Brian Lorber, CFP®, Steven N. Mesirow, CFP®, and Jordan B. Scher, AIF® as advisors who are leading the way. Rankings are based on rigorous quantitative and qualitative measures that identify the highest standards of best practices. Recognition comes as Mesirow Wealth Management continues to grow organically, while expanding […]
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Wealth and Asset Management

TBTF: Economic consequences of a complete equity withdrawal of foreign investments

Study commissioned by UBS AG   The Federal Council has conducted a consultation on adjusting the capital requirements for systemically important banks.    The proposed regulation obliges the parent companies of systemically important banks to fully back their holdings in foreign subsidiaries with Common Equity Tier 1 (CET1) capital. In practice, this measure affects only […]
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Wealth and Asset Management

Schroder Japan Trust plc – Half-Year Results

Schroder Japan Trust plc has announced its Half Year Report for the six months ended 31 January 2026 as required by the Financial Conduct Authority's Disclosure Guidance and Transparency Rule 4.2.   Key highlights: The Company achieved a net asset value (''NAV'') increase of 18.9%, surpassing the Benchmark return of 15.3%. On a NAV basis, […]
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