Wealth and Asset Management

15256 articles found

Wealth and Asset Management

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers.    The one-day summit will explore alternative investments from private equity and real assets to private credit, infrastructure, and digital assets which are playing an increasingly central role in institutional […]
Read More
Wealth and Asset Management

Fintech Giant Plans Expansion Leveraging Swiss Expertise

Europe’s leading financial technology provider Infront aims to further expand its presence by using its Swiss subsidiary Assetmax to specifically target larger asset managers and private banks. In doing so, the company is relying on regulatory expertise, technological integration — and the increasingly complex Swiss market.   The Swiss wealth management market remains one of […]
Read More
Wealth and Asset Management

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Cazenove Capital has announced a new three‑year strategic partnership with Blue Earth, following its successful collaboration with the organisation since 2023.     Blue Earth brings together founders, change-makers, investors, and like-minded individuals with a shared set of values, aiming to improve the world collectively.  Through its Summit, Forum and year‑round platform, it aims to connect […]
Read More
Wealth and Asset Management

The agentic AI productivity wave is heading for wealth management

Wealth management firms are caught in a workload bind: Clients want advice that’s always on and frictionless, while advisers are busy managing larger, more complex books. Advisers spend nearly 70% of their time on behind-the-scenes work, leaving just 30% for where they add the most value—building client relationships.   Artificial intelligence, especially agentic execution, has […]
Read More
Wealth and Asset Management

Wealth management: Getquin raises €12m

The Berlin-based fintech company Getquin, co-founded by Raphael Steil from Luxembourg, has announced a €12m funding round led by State Street Investment Management and Portage, with participation from both new and existing investors.   Founded in Berlin, Getquin is developing a digital platform that enables retail investors to track, analyse and understand their entire portfolio […]
Read More
Wealth and Asset Management

Gold’s slowdown doesn’t make for a meltdown

key takeaways. Gold’s recent price consolidation does not, in our view, undermine the medium-term case for higher prices Structural support remains intact, with resilient central bank and private investor demand, reflecting broad fiscal uncertainty and currency concerns The key risks to watch would be a shift to more restrictive central bank policies that pushes real […]
Read More
1 … 100 101 102 103 104 … 1,272