Wealth and Asset Management

15153 articles found

Wealth and Asset Management

Wealth managers face a new challenger: their clients’ AI chatbots

Even high-net-worth clients who can afford top-notch advisors are asking artificial intelligence chatbots like Claude for portfolio recommendations and tax advice, wealth management leaders told CNBC.    “My personal opinion is that ChatGPT is the single largest investment advisor in the world right now,” said Matthew Fleissig, CEO and cofounder of Pathstone, a registered investor […]
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Wealth and Asset Management

RBC Wealth Management Europe to hire more than 70 expert advisers in next phase of growth

RBC Wealth Management have announced the next stage of its Strategic Hiring Programme with plans to hire more than 70 experienced client-facing professionals across the UK, Jersey and Republic of Ireland by the end of 2027, as part of the firm’s wider ambition to accelerate growth.   RBC Wealth Management’s growth-focused hiring programme has been […]
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Wealth and Asset Management

Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026

Global equity markets reached new highs during the second quarter of 2026 as investors focused on strong corporate profits and resilient earnings momentum despite geopolitical concerns in Iran and supply chain disruptions tied to shipping bottlenecks in the Strait of Hormuz. The Northern Trust All Funds Over $100 Million plan universe reported a median return […]
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Wealth and Asset Management

Banque Heritage posts solid half-year results in its 40th anniversary year

Banque Heritage announces strong half-year results, confirming the Bank's sustained growth trajectory.   In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year. Operating expenses amounted to CHF 33 million (+8.8%), reflecting strategic investments to strengthen the Bank's teams, enhance […]
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Wealth and Asset Management

Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices

Mercer Advisors, Inc. has unveils the second generation of Aspen, its proprietary, artificial intelligence (AI)-enabled ecosystem that powers its full-spectrum family office offering.    Developed over the past three years by the technology team at Mercer Advisors, the firm has now rolled out its second AI-enhanced version of the platform.    Aspen 2.0 is now […]
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Wealth and Asset Management

Reigniting Hong Kong’s Wealth Leadership:

1. Hong Kong Has Reclaimed Its Position as Asia’s Premier Wealth Gateway: Hong Kong’s position as the world’s leading cross-border wealth hub is driving significant growth opportunities. However, increasing regulatory and operational complexity means success will depend on delivering seamless, compliant cross-border client experiences.   2. Client Expectations Are Evolving Beyond Products to Advice, Experience, […]
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Wealth and Asset Management

Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

Wealth.com has announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program.    Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will […]
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Wealth and Asset Management

UBS's second-quarter 2026 results

UBS reports 2Q26 net profit of USD 2.8bn and USD 5.8bn for 1H26 with robust momentum across businesses; Group invested assets at USD 7.3trn   2Q26 PBT of USD 3.6bn and underlying1 PBT of USD 3.9bn, net profit of USD 2.8bn, RoCET1 of 15.4% and underlying1 RoCET1 of 16.4%. Core businesses2 delivered 47% increase in […]
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