Wealth and Asset Management

15536 articles found

Wealth and Asset Management

Investec rolls out Microsoft Copilot to all 8,000 colleagues globally

Investec has announced the rollout of Microsoft Copilot to all 8,000 colleagues across the Group, becoming the first organisation in South Africa to publicly announce a full-workforce deployment of Microsoft Copilot.   Spanning Investec's operations across South Africa, the United Kingdom and other international markets, the deployment marks a significant milestone in the Group's AI […]
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Wealth and Asset Management

Rathbones announces partnership with Bristol Bears

Rathbones announced as an official club partner in a three-year agreement Rathbones will deliver a series of financial wellbeing seminars to Bristol Bears players, coaches, management and staff, with a focus on long-term, sustainable investing. Rathbones has been announced as an official club partner of professional men’s rugby club, Bristol Bears. Beginning ahead of the […]
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Wealth and Asset Management

The Tax Transparency Reckoning: What Asia’s Regulatory Wave Means for HNW Families and Their Advisers

At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, the second panel of the day examined how tax transparency, regulatory coordination, data exchange, and domestic tax reform are reshaping private wealth planning across Asia and beyond.    The discussion focused on CRS 2.0, the Crypto-Asset Reporting Framework, FATF scrutiny, evolving trust and family […]
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Wealth and Asset Management

Bantleon fully acquires convertible bond specialist

Following a highly successful joint development since October 2024, Bantleon AG has now acquired the remaining 38% stake in Bantleon Convertible Experts AG, formerly Credit Suisse Investment Partners (Switzerland) AG. Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.   Strong […]
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Wealth and Asset Management

Women and Wealth Report 2026

Women are earning, creating, inheriting and managing more wealth than ever before. Yet research suggests this is not matched by greater confidence or engagement with long-term financial decisions. This is according to St James’s Place’s Financial Health Report 2026: Women and Wealth, published today, 24 June.   The report shows while women take the lead […]
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Wealth and Asset Management

LPL Welcomes NorthStar Wealth Advisory

LPL Financial LLC has announced that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.   Based in El Paso, Texas, White […]
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Wealth and Asset Management

RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards

RBC Wealth Management, has received the title of Best Private Bank – Canada 2026 by the World Finance Banking Awards.    This award offers recognition to RBC Private Banking, a division of RBC Wealth Management, for its leadership, innovation and ability to thrive under pressure, setting benchmarks for responsible growth and reimagining the future of […]
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Wealth and Asset Management

Van Lanschot Kempen becomes principal member of the European Payments Initiative

Van Lanschot Kempen has become a principal member of the European Payments Initiative (EPI). Through this partnership, the wealth manager will introduce Wero, a European digital payment solution, to its clients via the Van Lanschot Kempen digital banking environment, with rollout planned for late 2026.    Erwin Schoeters, Managing Director Private Clients Netherlands, responsible for […]
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Wealth and Asset Management

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

Citizens Financial Group, Inc. continues to build its Private Wealth business in Southern California with the addition of a Santa Monica-based advisory team that previously managed approximately $800 million in client assets.    The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across […]
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Wealth and Asset Management

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Arax Investment Partners have recognized three firm advisors who were named finalists for Wealth Management’s 2026 Industry Awards in the following categories:   Thought Leader of the Year Cary Carbonaro, CFP®, MBA, is an award-winning financial advisor, bestselling author and a leading voice on women's financial empowerment. As Managing Wealth Partner and Women and Wealth […]
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