Managers of Wealth

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

The acquisition will push Goldman’s ETF assets to about $130 billion.

Why big wealth-management tech rollouts go wrong

The money is not the problem. What keeps going wrong is who the rollout actually gets built for.

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience.

Cayman holding companies: a strategic tool for GCC families managing global wealth

Importantly, they can also operate alongside regional solutions, particularly DIFC Prescribed Companies, to create a coherent cross-border structuring framework.

Money Forward Private Bank partners Fukuoka FG on family office services

Money Forward Private Bank signs business alliance with Fukuoka Financial Group for family office services

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

Firm showcases investments in AI, cybersecurity and wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry

Deutsche Bank appointed as RMB Clearing Bank for Europe

First European bank to receive the designation, strengthening China-Europe financial connectivity

WH Ireland adopts MorganAsh platform for vulnerability support

The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients.

Swiss parliament committee still without deal on UBS capital rules

But UBS, which acquired its old rival Credit Suisse after its 2023 collapse, argues the burden is excessive, would weaken its competitive position and hurt Swiss banking.

The Intelligent Allocator: The humbling art of stock picking

The stock picker's difficulties are often blamed on concentration because ‘a handful of stocks drives the index’.

How Scotia Wealth Management has rolled out its AI platform

The bank-owned dealer has been adding AI tools with speed, despite the scale of the undertaking

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

This 9th fund under the Bank’s VCC platform enhances portfolio diversification while preserving long-term value

Quilter CEO not concerned about FNZ’s ‘financial pressures’

Steven Levin said he is ‘very comfortable’ with its tech and custody provider despite FNZ’s growing losses and financial challenges.

Titanbay and Coller Capital partner to expand access to evergreen secondaries

Wealth managers will be able to use Titanbay's technology as an additional route to access and trade Coller Capital's secondaries funds

AlTi Global Takes $20M Loss on External Manager

On speculation the firm could be in talks for a sale, AlTi’s interim CEO said a special committee was still reviewing strategic options.

Bottom Line: What if clients don’t want to climb the private banking ladder?

It is a model that has shaped how retail-lined or universal banks hire bankers, segment clients, allocate resources and, ultimately, measure success.

What would change our view on equities?

The broader market backdrop is still supportive of equities even as the pace of economic growth moderates. We therefore remain overweight – but what would it take to change our minds?

International Equity Group Announces Expansion of Its Global Advisory and Wealth Management Services

The expansion includes enhanced portfolio reporting tools, wider multi-asset investment coverage, and increased access to market analysis and economic commentary designed to help clients evaluate developments that may affect their long-term investment str

Asset managers moving AI from back-office to investment process

According to insights from 225 technology leaders.

Investcorp Spent Years Looking for a Wealth Manager. It Picked Berger.

The investment gives Investcorp a majority stake in Berger, while the firm's management team and financial advisors will remain significant owners.

1
2
3
4
5
6
7
8
9
10
11
…
1703
1704
1705

Wealth and Asset Management