Wealth and Asset Management

15162 articles found

Wealth and Asset Management

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

Business Awards UK is pleased to announced the winners and finalists of the 2026 Wealth Management Awards, recognising firms and advisers who have demonstrated strong client focus, technical capability, innovation, and practical value across the wealth management sector.    These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital […]
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Wealth and Asset Management

Rathbones named Wealth Manager of the Year

Rathbones has been named Wealth Manager of the Year at the prestigious City AM awards.    The award, presented at a ceremony on 6 May at the Guildhall in London, underscores Rathbones’ strength and momentum as it pursues its ambition of becoming the best wealth manager in the UK, by far.    Rathbones was recognised […]
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Wealth and Asset Management

Why high government debt need not cause immediate concern

Governments around the world are facing fiscal pressures and running up large debts. But with household and corporate balance sheets in good shape and global economic growth proving resilient, the investment implications may be less concerning than headline figures suggest.   High government debt reflects a structural shift in leverage from private sector balance sheets to […]
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Wealth and Asset Management

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

Scotia Wealth Management and SBI Canada Bank have entered a referral relationship arrangement.    Through this arrangement, high-net-worth clients of SBI Canada will benefit from the opportunity to access Scotia Wealth Management solutions. SBI Canada currently offers full-service retail, commercial, and corporate banking services to clients in Canada.   "We share a similar approach with […]
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Wealth and Asset Management

Franklin Templeton Launches New Private Markets Models with Corastone

Franklin Templeton launched new private markets model portfolios in collaboration with digital infrastructure platform Corastone.    The multi-asset models will invest across Franklin Templeton’s private markets perpetual series and include allocations to private equity, private credit, private real estate and private infrastructure.    The private equity portfolio also features access to venture and growth equity […]
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Wealth and Asset Management

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Broadridge Financial Solutions has announced that its agentic AI capabilities — software that autonomously analyzes, prioritizes, and resolves operational exceptions without constant human instruction — are live in production, spanning capital markets and wealth management workflows.    New clients can achieve up to 30% Day 1 operational cost reduction through two AI partnership paths: full […]
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Wealth and Asset Management

Mirabaud opens a location in Lausanne and strengthens its presence in French-speaking Switzerland.

Mirabaud has announced the opening of an office in Lausanne at Avenue du Théâtre 14.  The new location marks a significant milestone in the development of Mirabaud's activities in French-speaking Switzerland. This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market.   Lausanne is […]
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Wealth and Asset Management

Pillar Two and asset and wealth management: from compliance to competitive advantage

Pillar Two is reshaping global tax compliance for asset and wealth managers. As organisations navigate new rules, investor expectations, and data demands, now is the time to embrace strategic, tech-enabled compliance.   A structural shift for financial services Pillar Two is reshaping the tax landscape for asset and wealth managers. A global minimum effective tax […]
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