Wealth and Asset Management

14911 articles found

Wealth and Asset Management

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, the leading wealth management bank in the Principality, alongside Crédit Agricole CIB and Crédit Agricole S.A., renewed its partnership with the Monaco Blue Initiative and the Blue Economy & Finance Forum, which will take place in Monaco from 27 to 29 May 2026.    Organised by the Prince Albert II of Monaco Foundation […]
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Wealth and Asset Management

TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region

TIFIN.AI has announced the launch of TIFIN Australia, marking a significant step in the firm’s continued global expansion and its mission to use artificial intelligence to improve financial outcomes worldwide.    The launch builds on the firm’s international growth, following its expansion into Japan and India, and reflects the company’s commitment to combining its global […]
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Wealth and Asset Management

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

Brookfield Corporation and Brookfield Wealth Solutions has announced that their respective boards of directors have approved the previously announced transaction to further simplify their corporate structure under one publicly traded company, Brookfield Corporation Ltd. (together with its subsidiaries, the “Company”), to be listed on the NYSE and the TSX under the symbol “BN” (“Transaction”).   […]
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Wealth and Asset Management

Where the Next Wave of Wealth Is Coming From

Key Takeaways Emerging markets will drive the next wave of affluent and high-net-worth growth—yet most wealth managers aren't paying attention. Emerging markets will account for roughly 9% of global wealth growth by 2030, with over 1 million new dollar millionaires being created. Markets such as Vietnam that offer high-growth and low wealth-management maturity offer the […]
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Wealth and Asset Management

Julius Baer international CEO: AI is not a threat to wealth management

Julius Baer’s international chief executive says that AI is not a threat to the wealth management industry and clients are increasingly valuing data as well as human relationships.   David Durlacher, who leads Julius Baer’s international operations, told Financial News that while the industry will continue to centre around relationships between clients and human money […]
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Wealth and Asset Management

BNP Paribas and Mistral AI extend their partnership to support the next phase of generative AI deployment within the Group

BNP Paribas has renewed its partnership with Mistral AI for a three‑year period, building on a collaboration initiated in 2023 and formalised through a first Groupwide agreement in 2024.  The collaboration now extends beyond access to large language models, covering software, solutions and co‑development research projects. The partnership focuses on high‑value use cases notably within […]
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Wealth and Asset Management

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

1291 Group has acquired International Planning Group (IPG).   The transaction provides 1291 Group with onshore access to the US market, the largest life insurance market in the world, together with access to US-domiciled insurance carriers and products.   The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, […]
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