Managers of Wealth

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

Global uncertainty gives way to opportunity in bond and equity markets

Inflation was expected to decline further, and central banks around the world were projected to either cut interest rates or keep them steady.

Titan Wealth to acquire Blacktower Group, expanding global reach

"Together, we are setting a new benchmark for the industry" - John Westwood, Group Chairman of Blacktower Financial Management

Standard Chartered Korea rolls out next-gen private banking model

At the core of the offering is a “thought leadership” program featuring masterclasses with industry leaders.

Partners Group closes latest private equity secondaries program with over USD 9 billion of total commitments

The Program's investor base is comprised of institutions across Europe, Asia-Pacific, and the US, reflecting broad global appetite for the strategy.

Shannon Steel: Building Steel Private Bank Into a Modern Finance Leader

Today, as the founder of Steel Private Bank Ltd, Steel is known for offering flexible financial solutions in a space where flexibility is rare.

A third of UK investors prioritise sustainability over returns

Almost a third of UK investors say they would accept lower financial returns in order to invest ethically or sustainably, with younger investors and higher-wealth individuals showing the strongest preference for sustainable investing.

HSBC survey: affluent investors reach a turning point with cash allocations

Gold is increasingly viewed as a popular allocation rather than a selective hedge, according to an HSBC poll.

Alpha FMC: Asset and Wealth manager investments need to deliver ‘tangible value’ in 2026

More than half of asset management firms are prioritising cost optimisation

Hospice UK becomes Brooks Macdonald charity partner

Partnering with Hospice UK is another step to help make the end-of-life process more manageable for patients, families and their loved ones.

CaixaBank will increase its staff in London by 60% thanks to its growth and new lines of business

This growth reaffirms CaixaBank’s commitment to strengthening operations in key markets.

Lumin Wealth buys London-based Gresham Financial Strategies

The acquisition adds over £140m ($189.7m) in assets under management (AuM) to Lumin's books.

HNWIs rethinking international plans as tax becomes secondary to stability

People leaving the UK are more likely to focus on destinations within Europe

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

The financial services industry continues to face increasing regulatory scrutiny, fragmented counterparty oversight processes and a growing volume of manual and duplicative due diligence requests.

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Wealth and Asset Management