Wealth and Asset Management Archives - Page 123 of 1550

The agentic AI productivity wave is heading for wealth management

May 20, 2026

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 […]

Wealth and Asset Management

Wealth management: Getquin raises €12m

May 20, 2026

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 […]

Wealth and Asset Management

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

May 20, 2026

Recognised for their excellence in the private wealth sector, the Channel Islands were again recipient of a number of awards at the Citywealth Magic Circle Awards that took place in London on 13th May. The awards, now in their twentieth year, and regarded as the Oscars of the finance world, recognise the best wealth […]

Wealth and Asset Management

Gold’s slowdown doesn’t make for a meltdown

May 20, 2026

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 […]

Wealth and Asset Management

Impax Asset Management Group plc Interim results to 31 March 2026

May 20, 2026

Impax Asset Management Group plc has announced interim results for the six months to 31 March 2026 (the “Period”). H1 Business Highlights • Fundamentals supporting our investment thesis continue to strengthen • Stronger investment performance – 70% of AUM outperforming benchmarks in calendar 2026 (as at 30 April 2026) • Previous underperformance in […]

Wealth and Asset Management

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

May 20, 2026

Two Midwest RIAs are merging to form a new $1bn-plus advisory firm, the pair revealed Tuesday. Lincoln, Neb.-based Prairie Wealth Advisors is joining forces with The McEwen Group, a Tennessee-based practice formerly affiliated with RBC Wealth Management for about nine years. The McEwen Group brings over $400m in assets under management and about $200m […]

Wealth and Asset Management

Why Financial Industry Professionals Are Moving To Wealth Management

May 20, 2026

For years, the financial sector has been defined by high-octane performance and split-second decisions. Whether you are navigating the adrenaline of a trading floor, managing complex corporate mergers or driving strategy in a high-stakes corporate environment, the demands are rigorous. But as industries evolve and technology reshapes the landscape, a new trend has emerged […]

Wealth and Asset Management

Private banks: This is what advisors will need to offer in the future.

May 20, 2026

The tasks of customer advisors are becoming significantly more demanding. In the third part of our series, you will read how the balancing act between empathy and AI will succeed in the coming years. “The relationship manager of 2030 will not be the one with the biggest client portfolio,” says Gil Chalem , Managing […]

Wealth and Asset Management

Australia’s 2026 budget one of the most consequential in years for wealth managers

May 19, 2026

Australia’s May 2026 federal budget was one of the more ambitious tax packages impacting financial services since the Future of Financial Advice reforms in 2013. One of the most significant (and controversial) measures was the scaling back of negative gearing in investment property. However, while this change may be politically sensitive, it will only […]

Wealth and Asset Management

DBS remains committed to investing in young Singapore talent in AI era

May 19, 2026

In line with its longstanding commitment to investing early and consistently to groom the next generation of talent even in the AI era, DBS announced today that it intends to welcome than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes. With this commitment, DBS will have brought in […]

Wealth and Asset Management

Private Wealth Management Association Announces New Executive Committee Leadership

May 19, 2026

The Private Wealth Management Association today announced the appointment of 12 members to its Executive Committee (ExCo) leadership, following re-election at its twelfth Annual General Meeting. The appointments are effective from 15 May 2026 for a term of two years. In the new term, Mrs. Amy Lo will continue to serve as Chairman of […]

Wealth and Asset Management

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

May 19, 2026

A growing number of ultra high net worth (UHNW) families are moving beyond ownership and embracing stewardship as a guiding principle for preserving wealth across generations. This evolution reflects a broader shift within private wealth management, where private wealth advisors guide families from short-term accumulation toward long-term alignment with purpose, values, and legacy. Stewardship […]

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