Wealth
Léa Dunand-Chatellet will take the helm at Mirova on July 1, 2026, as the firm’s incoming chief executive officer. The appointment, confirmed by the board of directors, marks a leadership transition within the Natixis Investment Managers affiliate as it looks to advance its long-term sustainable finance objectives.
Wealth
Twelve percent of personal wealth is currently committed to private markets by UK fund managers, a figure expected to climb to 18 percent within three years. New research from Wealth Club indicates that those managing private equity, credit, real estate, and infrastructure are increasingly backing their own sector with significant capital.
Wealth
Artificial intelligence is shifting the investment landscape from pure software plays to the raw materials powering the digital revolution. Alec Cutler, portfolio manager at Orbis Investments, argues that the most compelling opportunities lie not in the tech giants themselves, but in the energy and hardware ecosystems supporting their growth.
Wealth
Three-quarters of global family offices plan to ramp up their investment risk appetite over the coming year, according to a new study from service provider Ocorian. The shift is primarily fueled by improved transparency in alternative asset classes, with private equity emerging as the top beneficiary of this capital allocation.
Wealth
Founded on the belief that personal trust outweighs transactional efficiency, Meta Octav has launched as a dual-hub advisory firm connecting Geneva and Hong Kong. Managing partners Kateryna Viy and Cécile Civiale Vuillier are positioning the boutique to serve families and entrepreneurs navigating complex, cross-border financial transitions in an increasingly volatile global climate.
Wealth
With €473 billion already under management in Asia, Paris-based asset manager Amundi is setting its sights on a new growth phase. The firm aims to secure €150 billion in net inflows across the region by 2028, betting on a rising middle class and deepening demand for retirement and diversification solutions.
Wealth
Swiss private bank Lombard Odier and Tokyo-based Alpha Japan LO am have formalized an expanded partnership to bridge their respective markets. The deal rebrands the Japanese firm—formerly Alpha Japan Asset Advisors—to reflect a closer alignment of asset management capabilities and cross-continental distribution networks for institutional clients.
Wealth
Despite persistent geopolitical friction and shifting inflation expectations, Julius Baer strategists are maintaining a bullish stance on global equities for the second half of 2026. The Swiss private bank identifies artificial intelligence as the primary engine for market growth, steering portfolios toward US tech and Asian supply chains.
Wealth
Riccardo Corzani will step into the role of branch manager at Julius Baer’s Lugano office on 1 September 2026. He assumes the position following the retirement of Ettore Bonsignore, who departs after a 40-year career in wealth management and seven years of leadership at the Swiss financial institution.
Wealth
The S&P 500 is now more concentrated than at any point since the 1990s tech bubble, with ten giants accounting for nearly 40 percent of total market capitalization. At a recent Union Bancaire Privée panel in London, experts debated whether the era of easy market beta is yielding to a hunt for alpha.
Wealth
Ninety-three percent of UK financial decision-makers now identify artificial intelligence as the primary catalyst for industry change over the next five years. According to the latest Lloyds Banking Group sentiment survey, this rapid shift in priorities is mirrored by a widespread push to integrate private market strategies into broader portfolios.
Wealth
In the United Kingdom, over half of all wealth managers are currently operating in the dark, unable to see the majority of the digital assets held by their own clients. A new survey from CoinShares highlights a structural disconnect where firm-level restrictions are forcing investors to manage crypto portfolios independently.
Wealth
While women dominate the management of day-to-day household budgets and spending, a stark gender gap emerges regarding long-term wealth. New research from St James’s Place reveals that men are significantly more likely to take the lead on critical investment and retirement planning decisions, leaving many women hesitant about their financial futures.
Wealth
While women manage the vast majority of daily household budgets and spending, they remain significantly less likely than men to direct long-term investments and retirement strategies. New research from St James’s Place suggests that professional financial advice serves as the primary catalyst for closing this persistent wealth-planning divide.
Wealth
The London-listed investment firm VEIL has tapped international finance veteran Simon Davies to take the helm as board chair, while UK-based Foster Denovo is restructuring its digital infrastructure by hiring Aytekin Can to lead a new data strategy aimed at accelerating the firm’s integration of AI.
Wealth
Investors looking beyond semiconductor giants now have a broader vehicle for artificial intelligence exposure, as Dublin-based Andova AI rolls out its specialized supply chain strategy across the UK and Europe. The move builds on the firm’s existing Quantum & Frontier Tech exchange-traded product, which debuted in London this April.
Wealth
For private banks and wealth managers, bad publicity is no longer just a reputation hazard—it is a major regulatory liability. As firms face the prospect of billion-dollar penalties, they are increasingly turning to intelligent automation to sift through global news for signs of financial crime and corruption.
Wealth
Financial advisors expect artificial intelligence to drive market growth for decades, yet they simultaneously fear that AI-enhanced DIY tools will emerge as their most formidable rival. According to a new Natixis Investment Managers survey, the industry is grappling with the dual promise of efficiency and the threat of obsolescence.
Wealth
Jason Kow, the chief executive of London-based private investment firm Queensgate Investments, has finalized a deal to acquire 100 percent of his company from AlTi Tiedemann. The transaction separates the firm from the global wealth partner, which currently manages approximately $77 billion in assets under the AlTi Global brand.
Wealth
A wave of senior leadership changes has hit the wealth management sector, with Blackfinch, Carey Olsen, and Chikara Investments securing high-profile industry veterans to drive expansion. These strategic moves across the UK, Channel Islands, and Singapore underscore a broader push for specialized expertise in distribution, law, and asset management.
Wealth
Investment manager Baillie Gifford has debuted the Enhanced Yield Fund, a UK-regulated vehicle that eschews traditional wrappers in favor of direct, onchain issuance. By utilizing public blockchains as the legal record of ownership, the fund seeks to bring transparency and continuous settlement to institutional fixed-income portfolios.
Wealth
Following its December 2025 acquisition of Biz Latin Hub, Vistra has officially launched Vistra Latam to streamline operations across 18 regional markets. The new unit integrates the group’s global infrastructure with specialized local teams to provide legal, tax, payroll, and compliance services in English, Spanish, and Portuguese.
Wealth
Financial institutions are struggling to identify coerced debt, a pervasive form of economic abuse where victims are forced into legally binding credit agreements. Caroline Wells, founder of the UK-based firm Iris Anticipa, is deploying a signal-processing engine designed to spot these patterns within a bank’s own secure, private infrastructure.
Wealth
Ten years after the UK voted to leave the European Union, the economic landscape remains fractured. While wealth managers acknowledge that catastrophic predictions failed to materialize, they point to a decade defined by stagnant growth, diminished global competitiveness, and the lingering, costly weight of political uncertainty.
Wealth
Accounting for nearly 30 percent of total regional deal and exit volume in 2025, Japan has solidified its position as the premier bright spot in the APAC private capital market. Accommodative monetary policy and favorable currency conditions have sustained momentum that experts expect to persist through 2026.
Wealth
New York-based Kudu Investment Management has secured a minority interest in Australian boutique firm Drummond Capital Partners for an undisclosed sum. The deal marks a strategic expansion for Kudu into the Australian wealth management market, leveraging Drummond’s established footprint across Melbourne, Brisbane, Sydney, and Perth.
Wealth
London-based investment firm Queensgate Investments has returned to independence following a full buyout from AlTi Tiedemann Global. CEO Jason Kow finalized the acquisition this week, effectively severing ties with the $77 billion wealth manager to pivot the firm toward a specialized focus on real estate and hospitality across Europe and the Gulf.
Wealth
London-based Zennor Asset Management is targeting Japan's cash-rich large-cap market with its new Himawari Fund, while African EV platform Spiro secures $270 million in funding and Dubai's Magellan Capital launches a $50 million institutional vehicle focused on asset-backed lending.
Wealth
The Association of Swiss Asset and Wealth Management Banks has appointed Georg Schubiger, co-chief executive of Vontobel, as its new president. The leadership shuffle comes as the organization, which represents 23 institutions managing over SFr267 billion in assets, reshapes its board to navigate the evolving financial landscape.
Wealth
With $495 billion in assets, Asset Management One is leveraging its market clout to force change within Japanese firms. The manager held 2,215 separate engagements with 718 companies over the past year, reflecting a broader push to prioritize financial returns and disciplined capital allocation across the country’s corporate landscape.
