Wealth and Asset Management

15120 articles found

Wealth and Asset Management

‘UK philanthropy poses a huge opportunity’: Industry leaders set to meet at third Giving and Impact Summit

Leading figures from the worlds of philanthropy, finance and politics including businessman James Reed are coming together on Wednesday at the London Stock Exchange for the Giving and Impact Summit.   This marks the third year of the Giving and Impact Summit, which aims to showcase examples of philanthropy in the UK and encourage more […]
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Wealth and Asset Management

ABN AMRO gains momentum in Germany following the integration of Hauck Aufhäuser Lampe (HAL)

The legal merger of Hauck Aufhäuser Lampe into ABN AMRO N.V. has been completed. As a result, ABN AMRO Germany now offers clients a significantly expanded range of products and deeper advisory expertise across Wealth Management, Corporate Banking and Asset Servicing, while the merger also reinforces Germany as ABN AMRO’s second largest market and supports […]
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Wealth and Asset Management

Barclays: Mid-Year Outlook 2026

Welcome to our Mid-Year Outlook 2026, the investment strategy update from Barclays Private Bank.    After six months that have seen the largest strangling of oil supplies, triggering an energy shock, the rest of the year will see the effects of this filtering through to the global economy.     Amid the considerable economic and geopolitical […]
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Wealth and Asset Management

HSBC AM raises $1bn for Nav financing strategy

HSBC Asset Management (HSBC AM) has completed the anchor fundraising round for its first net asset value (Nav) Financing Partnership Strategy, securing $1 billion from global institutional investors.   The fundraising was supported by insurance companies, pension funds and entities within the HSBC Group. The strategy will remain open to additional investors through 2026 and […]
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Wealth and Asset Management

Raise launches Millions investment app for Gen Z investors

Raise Financial Services has launched Millions, a new investment app designed for Generation Z and first-time investors, marking the company’s latest expansion in India’s digital wealth management market.   The company has said the platform has been developed to provide a goal-based investing experience, enabling users to invest in direct mutual funds, stocks, SIPs and […]
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Wealth and Asset Management

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

LTXO, an AI-powered corporate bond e-trading venue backed by global Fintech leader Broadridge Financial Solutions, Inc. has announced the launch of new agentic capabilities in its award-winning BondGPT application that enable users to create AI agents that advance investing and trading workflows on the LTX trading platform.    Agentic capabilities include monitoring real-time market conditions, […]
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Wealth and Asset Management

Abundant Innovation, Elusive Scale: Rethinking Growth in Financial Services

Recorded during OWIN26, this video interview presents Alberto Cuccu, Objectway’s COO International, sharing his perspective on how financial institutions can achieve scalable innovation.    The conversation focuses on key themes such as building strong operational foundations, leveraging partnerships, and using AI to enable sustainable growth.   From Alberto’s standpoint, scalable innovation means growing revenues without […]
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Wealth and Asset Management

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

SEI has announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.    The improved manager experience combines SEI Data Cloud, the firm’s centralized data foundation, with SEI Scope™, a next‑generation manager portal that […]
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