Managers of Wealth

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.

Citi picks Advyzon for global UMA programme

The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client.

Firenze raises £6m to bring Lombard lending to the mass affluent

In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

Peter assists high-net-worth families and corporate clients with comprehensive financial planning, banking strategies, investment portfolio management, and insurance solutions.

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

OSJ Innovative Financial Group supports transition as firm overseeing more than $500 million in assets adopts W-2 model

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.

Are markets looking beyond the Middle East conflict?

Cheaper valuations, despite solid company earnings, suggest forward-looking equity markets have already accounted for conflict risks.

Zurich-based asset manager reports record figures and is on a growth trajectory

This is partly due to the favorable market environment.

APAC Investors Most Likely To Switch From Parents’ Advisors

The findings come as an estimated $84 trillion in assets is expected to pass between generations, raising the stakes for firms seeking to retain relationships with heirs.

The Private Standard rebrands to reflect expanded focus on private offices

Specialist UHNW recruitment firm broadens its remit across private households and private office roles as demand for discreet, tailored hiring continues to grow

Bonhôte launches keystone Swiss equity fund

Banque Bonhôte’s new strategy will form a core allocation for its discretionary portfolios

Waterloo Capital takes equity stake in Allied Portfolio Management

Alongside the acquisition, the firm is recruiting financial advisors to join its team in the Tucson and Scottsdale markets.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Broadridge’s integrated High Touch OMS, connectivity, and middle office capabilities will provide the scale, automation, and global market access to support Tavira’s next phase of growth

Matsui Securities Adopts Broadridge’s JASDECPS on SaaS Platform, Transforming Securities Lending Business for Accelerated Growth

Matsui utilizes Broadridge’s SaaS to streamline operations, boost efficiency, and meet Japan's emerging market changes

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Wealth and Asset Management