Wealth and Asset Management

15191 articles found

Wealth and Asset Management

Barron’s Recognizes William Blair Wealth Management Teams

Three William Blair Private Wealth Management teams—1935 Wealth Management Team, GreenBridge, and The Cultra Wealth Management Group—have been named in Barron’s 2026 Top 250 Private Wealth Management Teams, published on May 8.   The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, […]
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Wealth and Asset Management

Legacy systems slowing AI transformation across wealth sector

Wealth and asset management firms are accelerating their adoption of artificial intelligence, but outdated technology infrastructure remain major barriers to large-scale transformation, according to executives at SS&C Technologies.   Speaking during a panel discussion on AI and automation today (12 May) at the SS&C Deliver EMEA conference, senior SS&C executives said the industry has moved […]
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Wealth and Asset Management

French wealth manager enters UK market with IFA buy

French wealth management firm Groupe Allen has acquired London-based advice firm Altyx Financial Planning, marking its entry into the UK market.   Led by founder and chair Sandrine Genet, Groupe Allen operates the private wealth and family office sector in France, advising about 2,700 families and entrepreneurs with €2bn (£1.7bn) of assets under management from […]
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Wealth and Asset Management

Indosuez, the wealth management subsidiary of Crédit Agricole, announces the launch of a new range of active ETFs

Indosuez Wealth Management has announced the launch, in Europe, in the second half of 2026, of a new range of active ETFs, designed to meet the evolving expectations of its clients.   To structure this range, Indosuez will rely on the “ETF-as-a-Service” platform of Amundi, the European leader in asset management and the leading ETF […]
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Wealth and Asset Management

Why UHNW Families Must Evaluate Troubleshooting Mastery When Selecting A Wealth Manager

The number of ultra-high-net-worth (UHNW) families continues to grow, and while this growth presents major opportunities, it also increases complexity.   As wealth increases, businesses expand, assets span multiple jurisdictions, investment portfolios grow more complex, and planning becomes more intricate. Family governance can become more difficult as different generations grow and interests diverge, all while […]
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Wealth and Asset Management

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Hightower’s Treasury Partners, a wealth management team based in New York City, today announced that Founder and Chief Investment Officer Richard Saperstein has been named to the 2026 Barron’s Top 100 Financial Advisors list for the 23rd consecutive year.   Saperstein ranked No. 5 on the list, which recognizes the nation’s top wealth managers. He […]
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Wealth and Asset Management

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announced the launch of Porterhouse, a new equity separately managed account (SMA) strategy developed in partnership with global investment leader Franklin Templeton. The strategy is available exclusively to Ritholtz clients and is designed to complement […]
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Wealth and Asset Management

Bergos Annual Report 2025

Report on the 37th Financial Year.   In his foreword, the Chairman of the Board Dr Peter Schmid reflects on the 2025 financial year, outlining the key developments in the macroeconomic environment, the implications for capital markets, and the strategic priorities shaping Bergos’ future.   Key figures REPORT ON THE 37TH FINANCIAL YEAR: SUMMARY   […]
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Wealth and Asset Management

France’s Groupe Allen buys UK wealth manager Altyx

French wealth advisory group Groupe Allen has taken over Altyx Financial Planning, a London-based firm focused on French nationals living in the UK and dealing with cross-border wealth management issues.     The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.    No financial details of the deal were released.     […]
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Wealth and Asset Management

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

SEI has announced it will sponsor Greater Philadelphia-based professional golfer Braden Shattuck at the PGA Championship, taking place May 14–17 at Aronimink Golf Club in Newtown Square, Pennsylvania. The sponsorship will include SEI branding on Shattuck’s tournament apparel.   Shattuck embodies the strength and potential of the local community, having earned his place through years […]
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