Wealth and Asset Management Archives - Page 10 of 1490

Goldman Sachs Announces Agreement to Acquire LCN Capital Partners

August 19, 2026

The Goldman Sachs Group, Inc. has announced that it has entered into an agreement to acquire LCN Capital Partners (“LCN”), a leading investment manager specializing in the sale-leaseback, build-to-suit, and triple net lease sectors of the real estate market. LCN has approximately $3 billion in assets under supervision (AUS) as of June 30, 2026, […]

Wealth and Asset Management

SMAs Emerge as Wealth Management's Next Frontier

August 18, 2026

For decades, financial advisors have competed on investment performance. The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing. Today’s clients expect more than market exposure. They expect investment portfolios […]

Wealth and Asset Management

Northern Trust Asset Management Brings Its FlexShares ETFs Under the Northern Trust Brand

August 18, 2026

Northern Trust Asset Management has announced that its full ETF lineup now operates as Northern Trust ETFs. The move brings 27 FlexShares ETFs together with the 12 Northern Trust ETFs introduced over the past year under a single Northern Trust ETFs platform. The unified brand more clearly connects the firm’s ETF lineup to Northern […]

Wealth and Asset Management

Leonteq: Group led by financier acquires 30 percent – extraordinary general meeting

August 18, 2026

Raiffeisen has divested its strategic stake in the derivatives house Leonteq, reducing its shareholding to 7 percent. A group led by financier Rainer-Marc Frey is acquiring the stake. An extraordinary shareholders' meeting will be held in September. What had been anticipated since spring (finews reported ) is now official. The derivatives company Leonteq, which […]

Wealth and Asset Management

Building wealth with intention: A tax-aware how-to guide

August 18, 2026

Approaching taxes strategically and intentionally has the potential to make a big difference in your overall investment returns no matter your goals or what you own. Without proper planning, layers of taxation can turn into a “silent fee” on wealth, as we’ve shown in the past. But a thoughtful strategy and the right partner […]

Wealth and Asset Management

Geopolitics and government debt top wealth manager worry list

August 18, 2026

Geopolitical shocks, high government debt and inflation persistence are seen as the greatest risks for fixed income investors over the next 12 months by wealth managers and advisers. Research from Nedgroup Investments found 45% of the sample spoken to pointed to geopolitical instability and related energy price volatility as the greatest risks for bond […]

Wealth and Asset Management

NewEdge Wealth Adds Houston Location in Continued Expansion

August 18, 2026

NewEdge Capital Group, LLC has announced that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston, Texas. NewEdge Wealth is a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients. The new […]

Wealth and Asset Management

Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million

August 18, 2026

Ninety One has announced the final close of its Africa Credit Opportunities Fund 3 (ACO3 Fund). The ACO3 Fund closed with US$404 million (including leverage) in commitments from institutional investors including development finance institutions, pension funds, and family offices across Africa, Europe, the UK, the US and Canada. The ACO3 Fund is the […]

Wealth and Asset Management

BNP Paribas Courts Asia’s Next Generation of Wealth

August 18, 2026

BNP Paribas Wealth Management is expanding its efforts to build relationships with Asia’s next generation of wealthy families. With a new programme in Hong Kong, the French bank is targeting heirs and future family leaders at an earlier stage – well before they are expected to take on responsibility for family wealth. More than […]

Wealth and Asset Management

Siebert deepens FusionIQ investment with 10-year wealth tech deal

August 18, 2026

Siebert Financial Corp. has expanded its strategic partnership with cloud-native wealth technology firm FusionIQ, making an additional investment in the company and signing a long-term transformation agreement aimed at reshaping how the broker-dealer develops and distributes financial products. The expanded relationship centers on a 10-year Strategic Transformation Partnership under which the two companies will […]

Wealth and Asset Management

The $124 trillion Great Wealth Transfer is fully underway—but nonprofits are ‘paralyzed’ by how to chase millennials’ newfound wealth

August 17, 2026

It’s 2026, and the $124 trillion Great Wealth Transfer has begun. As baby boomers phase out and pass on the fortunes they’ve built to subsequent generations, a lot will change. Namely, the old ways of philanthropic giving won’t work on younger generations, and that could be a huge problem for nonprofit organizations. “The […]

Wealth and Asset Management

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

August 17, 2026

Forbes magazine named five William Blair wealth advisors to its 2026 Top Next-Gen Wealth Advisors Best-in-State list, released August 11. All five wealth advisors have been recognized by Forbes in previous years. “Our next generation of wealth advisors brings valuable perspectives to our business,” said Ryan DeVore, head of William Blair Private Wealth Management. […]

Cookie Notice