Wealth and Asset Management

15308 articles found

Wealth and Asset Management

Cinerius expands into Northern Germany with IAM takeover

Cinerius Financial Partners has acquired a majority stake in the Hamburg-based Honestas Group, its first partner in Northern Germany.   The founders of Honestas, Carolin Tsalkas and Stefan Kirchner (alongside Cinerius’s Gordian Giger and Stephan Columbus), are to remain managing partners and will both take stakes in Cinerius.   Honestas is an independent asset manager […]
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Wealth and Asset Management

Lombard Odier’s 2026 Asia-Pacific high-net-worth individuals study: clear priorities, but limited frameworks

Navigating an environment marked by geopolitical fragmentation, market volatility, regulatory complexity and rapid technological change, Asia‑Pacific (APAC) high‑net‑worth individuals (HNWIs)1 are increasingly focused on building resilience through diversification, liquidity and long‑term planning.    At the same time, many continue to face challenges in translating intentions into action – particularly when it comes to structuring governance, […]
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Wealth and Asset Management

St.Galler Kantonalbank opens branch in Düsseldorf

Düsseldorf will become the third location for St.Galler Kantonalbank Deutschland. The private bank aims to serve wealthy private clients, entrepreneurs, and institutional investors directly on-site in North Rhine-Westphalia.    St.Galler Kantonalbank Deutschland will open a branch in Düsseldorf in the third quarter of 2026. This will be its third location in Germany, following Munich, where […]
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Wealth and Asset Management

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

The Bank of N.T. Butterfield & Son Limited has entered into a definitive agreement to acquire CIBC’s 91.7% interest in CIBC Caribbean Bank Limited, a relationship bank with a longstanding history serving communities across the Caribbean, to create a leading banking and wealth management platform in international financial centers and attractive Caribbean markets, with approximately […]
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Wealth and Asset Management

Artificial intelligence enters Credem to improve customer portfolios

The Emilia-based bank introduces new digital systems to improve the quality of its financial advisory services. The platform analyzes data every night and provides automatic recommendations to the company's advisors.   Credem Group has unveiled the evolution of its service model for private and upper-affluent clients, namely high-net-worth savers. The banking institution has decided to […]
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Wealth and Asset Management

Is the wealth management industry scalable?

The wealth management industry is “not scalable” at the present time, claimed Tariq Khan, business developmentdirector UK and MENA at wealth technology firm Objectway. Speaking to thewealthnet at Objectway’s 2026 Customer Conference, Mr Khan highlighted the benefits that will comefrom achieving scalability.   It is widely accepted that wealth managers are well-trusted by their clients […]
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Wealth and Asset Management

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Kyndryl and Broadridge Financial Solutions, Inc. have announced an extension of their longstanding relationship strengthening core platforms and integrating AI-enabled operations alongside quantum-safe capabilities.    Under the expanded agreement, Kyndryl Bridge Opens in new tab, Kyndryl’s AI-powered open integration platform, and Kyndryl's Agentic AI Framework Opens in new tabwill be leveraged to support Broadridge’s strategy […]
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Wealth and Asset Management

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

Broadridge Financial Solutions Inc. has announced an enhancement of its NYFIX platform, enabling clients to access overnight U.S. equity liquidity through a new integration with CAPIS, an institutional brokerage firm.    The strategic collaboration strengthens Broadridge’s trading and connectivity capabilities, giving broker-dealers and institutional clients seamless access to extended-hours liquidity across more than 4,000 NMS […]
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Wealth and Asset Management

Acquisition flurry adds £2bn in assets to wealth management consolidator

Fairstone Financial Management, one of the most active consolidators in the UK’s booming wealth management M&A market, has added a further £2 billion in client assets following a slew of acquisitions during the early months of 2026.   The Sunderland-headquartered company completed eight acquisitions during the first quarter of 2026, purchasing companies across England, Scotland […]
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