Wealth and Asset Management

15506 articles found

Wealth and Asset Management

SMAs Emerge as Wealth Management's Next Frontier

For decades, financial advisors have competed on investment performance.   The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing.   Today’s clients expect more than market exposure. They expect investment portfolios […]
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Wealth and Asset Management

Leonteq: Group led by financier acquires 30 percent – ​​extraordinary general meeting

Raiffeisen has divested its strategic stake in the derivatives house Leonteq, reducing its shareholding to 7 percent. A group led by financier Rainer-Marc Frey is acquiring the stake. An extraordinary shareholders' meeting will be held in September.   What had been anticipated since spring (finews reported ) is now official. The derivatives company Leonteq, which […]
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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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