Wealth and Asset Management

15321 articles found

Wealth and Asset Management

Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million

Ninety One has announced the final close of its Africa Credit Opportunities Fund 3 (ACO3 Fund).    The ACO3 Fund closed with US$404 million (including leverage) in commitments from institutional investors including development finance institutions, pension funds, and family offices across Africa, Europe, the UK, the US and Canada.   The ACO3 Fund is the […]
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Wealth and Asset Management

Siebert deepens FusionIQ investment with 10-year wealth tech deal

Siebert Financial Corp. has expanded its strategic partnership with cloud-native wealth technology firm FusionIQ, making an additional investment in the company and signing a long-term transformation agreement aimed at reshaping how the broker-dealer develops and distributes financial products.   The expanded relationship centers on a 10-year Strategic Transformation Partnership under which the two companies will […]
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Wealth and Asset Management

The $124 trillion Great Wealth Transfer is fully underway—but nonprofits are ‘paralyzed’ by how to chase millennials’ newfound wealth

It’s 2026, and the $124 trillion Great Wealth Transfer has begun. As baby boomers phase out and pass on the fortunes they’ve built to subsequent generations, a lot will change.   Namely, the old ways of philanthropic giving won’t work on younger generations, and that could be a huge problem for nonprofit organizations.   “The […]
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Wealth and Asset Management

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

Forbes magazine named five William Blair wealth advisors to its 2026 Top Next-Gen Wealth Advisors Best-in-State list, released August 11. All five wealth advisors have been recognized by Forbes in previous years.   “Our next generation of wealth advisors brings valuable perspectives to our business,” said Ryan DeVore, head of William Blair Private Wealth Management. […]
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Wealth and Asset Management

Protecting clients from ‘fake news’

Information flow is becoming a pressure point for advisers and wealth managers as they educate clients on the flurry of new products and the lack of market transparency.   Speaking at the Australian Wealth Management Summit in Sydney, a panel discussed where they are seeing risks in markets and how to navigate these with clients. […]
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Wealth and Asset Management

Lombard Odier, the 8-Generation House

For 230 years, Lombard Odier has remained an independent family-owned partnership. Drawing on eight generations of experience, the Swiss private bank understands the importance of preserving values, wealth and legacy for future generations of entrepreneurs and families.   In this interview, Andrea Meierhofer, Southeast Asia Market Head, Private Clients at Lombard Odier, shares how the […]
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Wealth and Asset Management

Mattioli Woods renews Leicester Tigers partnership

Mattioli Woods has announced that it has renewed its long-standing partnership with Leicester Tigers for the 2026/27 season, reinforcing one of the most recognisable commercial relationships in English rugby while launching an ambitious digital-first activation strategy designed to extend the partnership's reach far beyond matchdays.   The renewed agreement sees Mattioli Woods retain the naming […]
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