Wealth and Asset Management

15515 articles found

Wealth and Asset Management

18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

We are proud to announce that 18 advisors have been named among InvestmentNews’ list of $100M Club: Top Female Advisors.   Jennie Boland  Stephanie Chang  Stephanie Ford  Laura Gilman  Maureen Hansen  Mary Herrington  Lily Ku  Sarah LePhew  Laura Mattia  Stephanie Mattson  Michele Newhouse  Debbie Pursey  Nicole Roberts  Tiffany Rosetti  Maura Schauss  Tarah Sikkenga  Adria Siewert  Devan […]
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Wealth and Asset Management

Wealth management for founders – from start-up to scale

As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning that balances growth, liquidity and long-term goals.   There are millions of start-ups worldwide, but many do not survive long-term. Early-stage founders typically face a mix of challenges, from business pressure and personal complexity […]
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Wealth and Asset Management

What the wealth managers are telling clients about private markets

Data published by industry body the Australian Investment Council indicates $161 billion in Australian funds are invested in private assets, an investment category that includes private equity funds, private credit funds and infrastructure assets.   Within these categories are subtypes such as private equity funds. Secondaries hold businesses bought from other private equity funds. Continuation […]
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Wealth and Asset Management

Mishcon de Reya wins Residential Property Team of the Year at Chambers High Net Worth Awards 2026

We are delighted that our Private Real Estate team has been named Residential Property Team of the Year at the Chambers High Net Worth Awards 2026.   The award recognises the team’s expertise in advising on complex, high-value prime UK residential property transactions for individuals, family offices and investors, often involving tight timelines and sophisticated […]
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Wealth and Asset Management

UBS and Nethermind Complete Compliance Proofs of Concept on Ethereum

UBS and Nethermind have successfully completed two joint proofs of concept demonstrating that the public Ethereum network can support the operational and compliance requirements of regulated financial institutions.    This represents an important step toward making Ethereum infrastructure more accessible to heavily regulated financial organizations. The tests showed that banks can apply strong compliance checks […]
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Wealth and Asset Management

Swiss Life Asset Managers sells Amprion stake to RWE

Swiss Life Asset Managers has signed an agreement to sell its indirect stake in the German transmission system operator Amprion to RWE AG. The transaction marks the successful realisation of a long-standing infrastructure investment.   Swiss Life Asset Managers, acting on behalf of selected investment vehicles, has signed an agreement to sell its indirect stake […]
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Wealth and Asset Management

In Wealth Management, Trust Is Becoming Infrastructure

In the trading session this winter after a little-known software company unveiled an AI tax-planning tool, investors did something revealing. They sold the wealth managers.   The product was Hazel, an AI-enabled tax-planning workflow built into Altruist’s advisor platform. Nothing about it was science fiction; AI has been seeping into wealth management for years.    […]
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Wealth and Asset Management

FusionIQ buys wealth technology firm Marstone

FusionIQ has acquired Marstone, a US-based digital wealth technology company, bringing together two platforms serving banks, credit unions, wealth managers and their customers.    Financial terms of the deal remain undisclosed.     Marstone was founded in 2013 in Providence, Rhode Island.     Under co-founders Margaret Hartigan and Christopher LaVine, Marstone built a platform used by […]
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Wealth and Asset Management

Where Wealth Is Moving in 2026 — And Why

For much of the past century, governments could largely treat their wealthiest residents as a relatively fixed asset — rooted by businesses, family ties, and limited international mobility. That assumption is becoming increasingly outdated.   The growth of global investment migration, international entrepreneurship, and cross-border wealth has made it easier than ever for individuals and […]
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Wealth and Asset Management

NBK Wealth reinforces its local and regional leadership

In recognition of its excellence in innovative investment solutions The recognition reflects the Group’s ability to seek to deliver exceptional outcomes for its clients while offering resilient investment solutions tailored to diverse market and economic conditions The award underscores the Group’s disciplined investment approach, underpinned by deep global market insight and rigorous risk management practices […]
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