Wealth and Asset Management

15003 articles found

Wealth and Asset Management

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

Norion Bank AB has entered into an agreement to acquire all outstanding shares in Strand Kapitalförvaltning AB (“Strand”).    The acquisition, together with the recently completed acquisition of Consensus Asset Management AB (“Consensus”), strengthens the bank’s position within Wealth Management and establishes a platform with approximately SEK 15 billion in assets under management, while further […]
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Wealth and Asset Management

Citi picks Advyzon for global UMA programme

Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified managed account (UMA) programme for its wealth clients.   The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client across North America, Latin America, Europe, the Middle East and Africa, […]
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Wealth and Asset Management

WealthReach rolls out AI referral engine to systematize advisor growth strategies

WealthReach has introduced a new AI-driven referral tool designed to help advisory firms generate more consistent client-driven growth, building on decades of established referral marketing practices.   The New York-based firm said its latest offering, Multiply, integrates long-standing referral methodologies into an automated platform aimed at registered investment advisors and wealth management firms. The launch […]
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Wealth and Asset Management

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

Osaic, Inc. has announced that Pointes North Wealth Management (“Pointes North”), led by managing partners Nathan Auclair and Brent Balloch, CFP®, CHFC® has joined its Empowered Independence channel. The firm, which oversees more than $500 million in client assets, is transitioning from an independent model to Osaic’s W-2 structure.   Innovative Financial Group, an Osaic […]
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Wealth and Asset Management

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Insigneo has announced a strategic partnership with Alius Capital Partners to establish a dedicated real estate vertical on its platform.    Building on more than a year of joint due diligence work, the arrangement establishes a proactive approach to sourcing and delivering private property investment opportunities, spanning debt, preferred equity, and equity strategies, to Insigneo’s […]
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Wealth and Asset Management

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families are more internationally mobile, assets are more globally distributed, and regulatory expectations are more transparent and interconnected than ever before.    The emphasis now with our clients is ensuring that structures are efficient and resilient across multiple jurisdictions, generations and regulatory environments.   This shift calls for a more deliberate, long-term approach to structuring, […]
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Wealth and Asset Management

Are markets looking beyond the Middle East conflict?

Equity valuations have fallen even as earnings hold up, suggesting investors are pricing-in Middle East‑related risks rather than acting complacently. Solid earnings and longer‑term drivers like AI‑led productivity could help offset geopolitical and energy‑related headwinds. Analysis of various scenarios reveals a base case pointing to ongoing, albeit slowing, global growth in 2026 and a one-off […]
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Wealth and Asset Management

The Private Standard rebrands to reflect expanded focus on private offices

The Private Standard has officially launched following a rebrand from The Mama Consultancy to better reflect its expanded focus on private households and private offices.    The business supports ultra-high-net-worth individuals, families, households, and family offices across the UAE, the Middle East, and internationally with discreet, tailored recruitment.   Built on more than 15 years […]
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