Wealth and Asset Management

15411 articles found

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

Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication

Broadridge Financial Solutions, Inc has announced plans to support groundbreaking work in financial literacy in Ireland. Supported by IDA Ireland, the project will enable Broadridge to explore how artificial intelligence can be used to simplify the language in financial disclosures and make investment products more accessible to Irish retail investors.   “Ireland is a leading […]
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Wealth and Asset Management

Bank of Singapore strengthens Family Office and Wealth Advisory senior bench to support Ultra-High-Net-Worth push

With the largest intergenerational transfer of wealth underway, Bank of Singapore  has strengthened the senior leadership bench for its Family Office and Wealth Advisory business.    This is a strategic move to support clients as they address increasing complexities in planning for succession, legacy and wealth transfer – an especially important concern for ultra-high-net-worth (UHNW) […]
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Wealth and Asset Management

Amid rising competition, wealth management providers can score with investment insights

Wealth management providers today face a tough environment amid increased competition, demands for personalized services, and an unprecedented transfer of wealth between generations, but investment insights and data available from Mastercard Open Finance* can help both improve service to customers while also helping grow business.   Like so many corners of our lives, the digital […]
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Wealth and Asset Management

Investment Management for HNW Families: How to Build a Robust Family Wealth Programme

High-net-worth (HNW) families often face wealth management challenges that extend well beyond those of typical households or even individual HNW investors.   These may include managing complex portfolio structures, overseeing assets such as privately held family businesses, and planning for multi-generational wealth transfers across internationally dispersed family members.    Consequently, investment management for HNW families […]
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Wealth and Asset Management

Sumitomo Mitsui Trust Bank and Hunter Point Capital Form Long-Term Strategic Partnership

Sumitomo Mitsui Trust Bank and Hunter Point Capital have announced the formation of a long-term strategic partnership, reflecting the firms’ shared commitment to expanding access to alternative investment solutions in Japan.   Through this platform collaboration, Japanese investors will be provided the opportunity to gain exposure to owning stakes in a portfolio of high-quality, category-leading […]
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Wealth and Asset Management

Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected

Deutsche Börse Group has just published its quarterly statement Q1/2026. Please scroll down for the link to the entire report.   Overview of the results: Net revenue without treasury result rose by 12 percent to €1,434 million, driven by continued structural growth and geopolitical tensions in March. As the headwind from the treasury result subsided, […]
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Wealth and Asset Management

Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms

Following its recent success at the WealthBriefing European Awards 2026 for Best Customer Facing Digital Capabilities in Private Banking, Lombard Odier has been further recognised with two Professional Wealth Management (PWM) Wealth Tech Awards – “Best Private Bank for Digitally Empowering Relationship Managers” and “Best Use of Technology” in Europe – reflecting the depth and […]
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Wealth and Asset Management

Private banks should chase founders, not liquidity

Rather than recruiting clients who have already achieved business success, private bankers need to be seeking entrepreneurs who are building real companies and innovative projects   The average private banking client is 63 years old. That tells you everything you need to know about where the industry is looking, and who it’s missing entirely.    […]
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Wealth and Asset Management

Hana Bank Wins Euromoney Korea Best Private Bank

Hana Bank announced on April 28 that it was simultaneously awarded the “Korea’s Best Private Bank” Award and the “Korea’s Best for Succession Planning” Award at the ‘Private Banking Awards 2026,’ hosted by the world-renowned financial magazine, Euromoney.   Euromoney Magazine annually selects the top-tier private banking institution in each country by comprehensively evaluating global […]
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Wealth and Asset Management

Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group has invested in Performativ, a Denmark-based company that offers a next-generation investment management system for the wealth management industry.    Deutsche Börse Group is leading the US$14 million Series A round, with participation from Rabo Investments, the investment arm of Rabobank, Jacob Dahl, former Senior Partner & co-Leader of Global Banking Sector, […]
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