Wealth and Asset Management Archives - Page 244 of 1526

Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors

October 23, 2025

Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.

Wealth and Asset Management

Praxis named Tier I trust company in 2025 eprivateclient rankings

October 23, 2025

The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.

Wealth and Asset Management

Danantara considers forming $8bn asset manager in Indonesia

October 23, 2025

Danantara plans to combine the asset management units of PT Bank Rakyat Indonesia (BRI), PT Bank Mandiri, and PT Bank Negara Indonesia (BNI).

Wealth and Asset Management

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

October 22, 2025

Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.

Wealth and Asset Management

FCA Review of UK Wealth Management M&A

October 22, 2025

The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.

Wealth and Asset Management

Endowus Crosses $10 Billion in Client Assets

October 22, 2025

Alternative investments also increased by threefold, crossing $500 million.

Wealth and Asset Management

Quilter reports a third successive quarter of net inflows in excess of £2 billion

October 22, 2025

Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.

Wealth and Asset Management

Barclays in good shape despite upping car finance scandal provision

October 22, 2025

And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.

Wealth and Asset Management

Study on the Transfer of Family Businesses in Switzerland: Lack of Preparation Threatens the Family Model

October 22, 2025

The study reveals that nearly half of the surveyed family businesses are not adequately prepared for succession

Wealth and Asset Management

Gibraltar private bank snaps up London wealth firm

October 22, 2025

Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.

Wealth and Asset Management

INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America

October 22, 2025

Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America

Wealth and Asset Management

Julius Baer: Family Legacy Conversation Accelerates in Asia

October 21, 2025

For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.

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