Managers of Wealth

Credit Suisse turned down takeover bids one year before collapse

Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.

Transforming Wealth Management: How AI and Automation are Reshaping the Industry

Traditional tools such as spreadsheets and disconnected systems often fail to provide a centralized source of truth, leading to reactive rather than proactive decision-making.

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

Deutsche Bank publishes 2024 Annual Report and confirms outlook for 2025

The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.

Nomura partners with Hyakujushi Bank to enhance wealth management services

In return, Nomura will send its staff to Hyakujushi and provide the bank with access to its financial platform.

UBS CEO Sergio Ermotti’s Salary Draws Attention

The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.

TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment

A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.

Integrated Partners Adds $331M Prout Financial to Network

The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy

FNEX launches alternatives platform for US wealth managers

With a commitment to elevating client portfolios, the FNEX Alternatives Market empowers wealth managers with tools to access diverse boutique investment strategies

Summit Financial invests in New Jersey’s Gateway Advisory

Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.

HSBC, UBS Expanding Wealth Management in India, FT Says, Citing Sources

UBS is looking to buy Indian wealth management company 360 ONE, the FT reports. HSBC said in January that it plans to double its branches in India.

How To: Explainable AI For Ideal Customer Acquisition In Wealth Management

This is mainly because they use insufficient numbers of signals to determine a fit.

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion.

She became a billionaire overnight after years as a hospice nurse. Now a philanthropist, she is challenging America’s richest ‘to redistribute’ their wealth

While many say giving away a lot of money is hard, that is not Dageville’s perspective.

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Wealth and Asset Management