Wealth and Asset Management

15167 articles found

Wealth and Asset Management

Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground

The Great Wealth Transfer is estimated to comprise $124 trillion in assets by 2048, according to the CFA Institute.   Now that we are over halfway there, we can see how differently the new wave of ultra-high-net-worth (UHNW) Millennials approaches investing, saving and overall values around wealth compared to previous generations.   Baby Boomers, for […]
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Wealth and Asset Management

CaixaBank named Best Digital Private Bank in Europe for the third consecutive year by PWM (FT Group)

The awards jury has recognised CaixaBank Wealth Management for its digital transformation and its ability to deliver pioneering, highly specialised private banking services, ensuring the best possible client experience Among other initiatives, the magazine highlights the innovative Advisory GPS service, which in just 16 months since its launch has attracted more than 4,500 clients and […]
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Wealth and Asset Management

GBST and AJ Bell agree 10-year extension to long-term partnership

GBST and AJ Bell have announced a new 10-year deal, reinforcing their long‑standing technology partnership and setting out a clear roadmap for the continued evolution of AJ Bell’s advised and direct to consumer (D2C) platform.   Under the agreement, the global technology provider’s Composer wealth administration platform will continue to support AJ Bell’s advised and […]
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Wealth and Asset Management

Allspring Global Investments launches Global Equity Fund, expanding its systematic core equity suite

Allspring Global Investments™ has announced the launch of the Allspring (Lux) Worldwide Fund – Global Equity Fund, a UCITS sub-fund offering a systematic core global equity investment strategy designed to deliver consistent, repeatable alpha whilst maintaining disciplined risk management across market cycles.   "With the growing success of our Global Equity Enhanced Income Fund and […]
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Wealth and Asset Management

WELF sets up DFSA-regulated wealth advisory business

WELF has introduced a regulated wealth advisory business in the UAE, aimed at professional and institutional clients involved in cross-border wealth and capital movements.   The operation is based at the Dubai International Financial Centre, which the firm said gives it access across European, Middle Eastern and Asian markets and time zones for clients with […]
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Wealth and Asset Management

Innovation built to scale at Objectway's OWIN26

The wealth management industry reconvened at OWIN26 to define how ecosystem-based partnerships, solution-as-a-service models, and governed AI on top of composable platforms can convert abundant innovation into scalable, client-centric growth without adding complexity.   Objectway, a pan-European strategic partner for banks, asset and wealth managers in the growth and scaling of their businesses, marked "innovation […]
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Wealth and Asset Management

Investing in the democratic dividend

For wealth managers and the families they advise, political risk is no longer a distant emerging market concern. Across continents, democratic backsliding is accelerating, and with it, the erosion of the very institutions that make markets predictable, contracts enforceable and capital secure.   According to the Varieties of Democracy (V-Dem) Institute, more people now live […]
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Wealth and Asset Management

Macfarlanes advises L&G on £43m acquisition of purpose built student accommodation Stanley Studios

Macfarlanes has advised L&G’s Student Living Ltd fund on its acquisition of high quality purpose built student accommodation asset Stanley Studios in Southampton for £43m from Brookfield Asset Management.    Stanley Studios is a high quality asset comprising 245 rooms, including 177 studio apartments and 68 two bed apartments, with an extensive range of amenities […]
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