Managers of Wealth

$4.1bn Avior Wealth Management pursuing capital raise

The Omaha, Neb.-based RIA is looking to take on a minority non-voting investor, chief executive Britt Campbell told Citywire.

HNW investors demand better digital services from IFAs

Results showed that higher net worth investors are not averse to switching generally, as more than half had already switched providers in the past five years.

Liontrust Asset Management says it is not in talks to buy smaller rival Artemis

Liontrust recently held early-stage discussions with Artemis about a potential tie-up

The winner takes it all: Client experience in wealth management

Clients want frictionless digital experiences

PKB launches crypto offering via Sygnum partnership

The bank’s customers can now trade bitcoin and ethereum.

GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes

The cloud-based solution now also boasts enhanced modelling

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform

Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow

Royal London Asset Management launches US Equity fund

It has returned 99.7% over the past five years in comparison to a sector average of 85.41%, according to data from FE Fundinfo.

Data & Insights: Swiss WealthTech Landscape Report 2024

A collection of relevant data points to tell the story of what is happening in the wealth management community in Switzerland

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs

EAMs face challenges bringing private markets to the wealthy

From differentiating their product offerings to catering to their clients' profile, external asset managers face their fair share of hurdles.

VP Bank achieved 10 percent more profit than in the previous year and is on track with strategy implementation

It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.

Philippines’ Metrobank selects Temenos to advance its wealth management business

Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels

Schaffhauser Kantonalbank with pleasing annual results

The profit generated of 58.3 million francs is supported by positive developments in the interest business.

Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years

Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.

Tidjane Thiam wants to become president with “God’s will”.

Thiam was elected leader of the Democratic Party of Ivory Coast (PDCI) last December.

Columbia Threadneedle shuts two funds after multi-asset review

Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.

Evelyn Partners delivers record new business in resilient 2023 performance

Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.

The Swiss banking center is successful and stable

A competitive Swiss economy requires strong banks

Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program

Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice

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Wealth and Asset Management