Wealth and Asset Management

15120 articles found

Wealth and Asset Management

Cayman holding companies: a strategic tool for GCC families managing global wealth

Families based in the Gulf Cooperation Council are increasingly global in both outlook and asset allocation.     From operating businesses in the Middle East to real estate in Europe, private equity exposure in North America, and liquid portfolios held through international custodians, the modern family balance sheet is both diversified and complex.    Against this […]
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Wealth and Asset Management

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and industry professionals for three days focused on growth, innovation and the future of the wealth management industry.   The conference theme, Unlocking Boundless Human Potential, explores how innovation across technology, wealth management and […]
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Wealth and Asset Management

Deutsche Bank appointed as RMB Clearing Bank for Europe

Deutsche Bank has announced that it has been appointed by the People’s Bank of China to serve as a Renminbi (RMB) clearing bank for Europe in Frankfurt.    Deutsche Bank will facilitate direct end-to-end processing, clearing and settlement services for cross-border RMB transactions for European financial institutions and businesses, acting as a local bridge to […]
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Wealth and Asset Management

WH Ireland adopts MorganAsh platform for vulnerability support

WH Ireland has selected the MorganAsh Resilience System (MARS) to support its management of customer vulnerability and Consumer Duty reporting.   The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients and generating structured data to help monitor and assess […]
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Wealth and Asset Management

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

Standard Chartered has announced the launch of its ninth sub-fund under its Variable Capital Company (VCC) platform, with Allianz Global Investors (“AllianzGI”) as the sub-manager. The launch further expands the Bank’s suite of exclusive, custom-curated investment strategies available to eligible clients.   The Signature Select Enhanced Gold Income Fund offers investors a unique combination of […]
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Wealth and Asset Management

Titanbay and Coller Capital partner to expand access to evergreen secondaries

London-based fintech and Titanbay and London-based private markets secondaries specialist Coller Capital have formed a strategic partnership to bring Coller evergreen secondaries funds to European wealth managers through Titanbay’s technology.   Private equity secondaries, the buying and selling of existing stakes in private equity funds, provide liquidity in an asset class that is typically illiquid […]
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Wealth and Asset Management

AlTi Global Takes $20M Loss on External Manager

AlTi Global, the publicly traded wealth management firm with $96 billion in assets, said it experienced a nearly $20 million investment loss on its stake in Arkkan Capital’s Asian Credit and Special Situations stake, one of AlTi’s external managers.   During the firm’s second quarter 2026 earnings call, Nancy Curtin, interim CEO and global chief […]
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