Wealth and Asset Management

15167 articles found

Wealth and Asset Management

Merit adds $586m in assets with Strategic Retirement Plans

Merit Financial Advisors, a wealth management company based in Georgia, has agreed to acquire Strategic Retirement Plans, a registered advisory business with its main office in Billings, Montana, and another location in Gillette, Wyoming.   Financial details of the transaction were not made public.   Strategic Retirement Plans oversees about $586min client assets in total, […]
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Wealth and Asset Management

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Broadridge Financial Solutions Inc. has announced the extension of its governance platform to support digital assets.    This new capability enables public companies and funds, broker-dealers and wealth managers, and retail and institutional investors to manage proxy voting, corporate actions, and disclosures across both traditional and tokenized securities within their existing platforms and workflows.    […]
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Wealth and Asset Management

Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.

Key takeaways Women will receive the majority of inherited private assets in the Great Wealth Transfer, including complex and illiquid holdings that require sophisticated support and clear decision making frameworks. Their expanding role as primary stewards is reshaping how wealth is governed and deployed. By 2030, women are expected to control most U.S. private wealth, […]
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Wealth and Asset Management

RBC on the hunt for new alts gatekeeper

RBC Wealth Management’s alternative investment team is looking for a senior alternatives investment analyst as turnover within its gatekeeper team persists.   The Toronto-based wealth manager, which oversees $583bn in assets, is seeking an experienced researcher to lead initial and ongoing due diligence in private market offerings.    The successful candidate will have expertise across […]
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Wealth and Asset Management

UOB Asset Management Highlights Three Potential Market Paths as Geopolitical Risk Rise

UOB Asset Management has released its 2Q 2026 Quarterly Investment Strategy, highlighting a more uncertain investment environment as resilient global growth and structural innovation are increasingly offset by heightened geopolitical risks.   According to the report, global growth and corporate earnings expectations remain broadly constructive across major regions, underpinned by continued investment in artificial intelligence […]
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Wealth and Asset Management

Aventura Private Wealth Grows by Addressing the International Investor Gap

As global wealth becomes more volatile, demand is growing for advisory firms that understand both the U.S. financial system and the needs of international investors arriving in this market; these clients generally seek advisors who can help them build globally diversified portfolios while navigating the complexities of cross-border investing.   Aventura Private Wealth, a Registered […]
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Wealth and Asset Management

Vontobel opens office in Düsseldorf

Vontobel will open a new office in Düsseldorf in 2026 to serve wealthy private clients and family offices from all over North Rhine-Westphalia.   For more than 70 years, Vontobel has been available to private and institutional clients in Germany with its global investment and product expertise. Currently, private clients throughout Germany are served by […]
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Wealth and Asset Management

How Prometeia is transforming wealth management in Luxembourg

Prometeia is expanding its international presence through its dedicated Luxembourg branch.   The Italy-headquartered advisory and analytics group brings more than 50 years of experience across advisory, analytics, and software solutions to the Luxembourg market.    The new hub is designed to serve asset managers, private banks, and financial intermediaries operating in an environment shaped […]
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Wealth and Asset Management

Hoxton Wealth partners with BNY Pershing to enhance platform experience

Hoxton Wealth has announced a strategic partnership with BNY Pershing to help develop and grow its platform and enhance its user experience.   The firm said the move is intended to improve operational efficiency, data integration and client servicing, while supporting its international growth. The integration enables straight-through processing and reduces manual intervention across workflows, […]
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