Wealth and Asset Management

15540 articles found

Wealth and Asset Management

Bottom Line: What if clients don’t want to climb the private banking ladder?

I had a few interesting conversations last week. They were with different executives, from different institutions, discussing different topics. Yet one theme kept surfacing – the wealth continuum.   It has been one of wealth management’s most accepted ideas. Build a relationship with a client early, support them as their wealth grows, and eventually move […]
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Wealth and Asset Management

International Equity Group Announces Expansion of Its Global Advisory and Wealth Management Services

International Equity Group has announced the expansion of its global advisory and client service capabilities, supporting investors seeking diversified access to international financial markets while maintaining a relationship-led approach to wealth management.   Headquartered in Canary Wharf, the firm has broadened its market coverage across Europe, the United States, and Asia, with additional advisory resources […]
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Wealth and Asset Management

Asset managers moving AI from back-office to investment process

Asset managers are increasingly turning to artificial intelligence to support their investment process, according to research from Softwire.   AI has been widely used in back-office admin functions for a number of years.   However, it is now making its way meaningfully into investment research, in-house software development and risk modelling.   Softwire gathered insight […]
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Wealth and Asset Management

Canaccord Genuity Group Inc. report on voting results from Annual General Meeting

In accordance with Toronto Stock Exchange requirements, Canaccord Genuity Group Inc.  has announced the voting results from its annual general meeting of common shareholders held on Friday, August 7, 2026.   Full details of these matters are set out in the Management Information Circular issued in connection with this meeting which is available at www.cgf.com/investor-relations. […]
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Wealth and Asset Management

What would change our view on equities?

Slowing but positive economic growth, resilient corporate earnings and artificial intelligence-related investment remain supportive of equities. While we are still therefore overweight equities, we continually assess possible developments that could lead us to re-think our positioning. Such developments include a deeper economic slowdown, renewed inflationary pressures and a moderation in artificial intelligence-related investment. The global […]
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Wealth and Asset Management

True Potential partners with Origo to deliver richer, automated valuation data across its adviser back-office

The Origo Integration Hub delivers automatic, daily, data-rich valuations from multiple providers in one place Advisers gain straight-through processing for valuations, eliminating manual requests and reducing administrative burden The integration is the latest in a series of technology and service enhancements from True Potential that includes the launch of Indigo Smart Assistant and the Bondsmith […]
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Wealth and Asset Management

Broadridge’s Distributed Ledger Repo Processes $8.0 Trillion in July

Broadridge Financial Solutions, Inc. has announced that its Distributed Ledger Repo (DLR) processed an average of $365 billion in daily repo transactions during July, with volumes totaling $8.0 trillion.    The daily average is a 28% increase year-over-year, reflecting the continued evolution of tokenized market infrastructure and the expanding role of distributed ledger technology in […]
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Wealth and Asset Management

Anthropic, Macquarie Asset Management, and GIC announce strategic partnership to develop dedicated data center infrastructure at scale

Anthropic, Macquarie Asset Management, and GIC have announced a strategic partnership to establish Theseus Infrastructure, a new platform to develop, operate and lease data center infrastructure at scale to Anthropic under long-term agreements. Each facility will be purpose-built to support Anthropic's growing capacity needs as a leader in AI innovation.   The parties will work […]
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Wealth and Asset Management

We Want to Raise Our Profile in Zurich

Syz Bank CEO Nicolas Syz on responsibility in a family-owned bank, growth in the family office business, the Swiss financial center — and why banks also need to learn when to let things go.   For its 30th anniversary, Syz Bank appointed a new chief executive. Since February of this year, Nicolas Syz, the son […]
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