Wealth and Asset Management Archives - Page 102 of 1520

Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets

May 14, 2026

Stratos Wealth Holdings, an umbrella firm for a network of registered investment advisors and broker/dealers, has fully acquired 11 of its practices overseeing $4.8 billion in client assets, the firm announced Thursday. Stratos, based in Beachwood, Ohio, said it had begun working on the acquisitions before asset manager and financial technology firm SEI Investments […]

Wealth and Asset Management

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

May 14, 2026

Broadridge Financial Solutions, Inc. has announced the opening of a newly established Glasgow center to provide technology-led business process outsourcing (BPO) services, further advancing the company’s international expansion strategy aligned to global client demand. “We are proud to be expanding our international presence and Glasgow is an important strategic investment for Broadridge and a […]

Wealth and Asset Management

OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem.

May 14, 2026

It all began with a collaboration that began over twenty years ago with Amundi Sgr, which today extends to the various divisions of the Crédit Agricole Group, with a clear goal: to win over the Next Generation in wealth management. This was one of the themes that emerged during OWIN26, the event organized by […]

Wealth and Asset Management

UBP Weekly View – Markets in motion: earnings versus geopolitics

May 13, 2026

Global equities extended their rally, powered by significant technology sector strength and a standout earnings season: S&P 500 Q1 earnings per share (EPS) growth reached +27.7%, double initial expectations. Emerging markets outperformed, led by Taiwan and South Korea. Beneath the surface, the macro backdrop remains challenging: inflation pressures persist, consumer confidence has hit a […]

Wealth and Asset Management

Saltus wins Wealth Management Company of the Year at Money Age Awards

May 13, 2026

Saltus has been awarded Wealth Management Company of the Year (£10bn+ AUM) at the Money Age Wealth and Asset Management Awards, held on 7 May 2026. The award recognises excellence and innovation across the wealth and asset management industry and was presented in a highly competitive category. Saltus was selected ahead of a strong […]

Wealth and Asset Management

Barron’s Recognizes William Blair Wealth Management Teams

May 13, 2026

Three William Blair Private Wealth Management teams—1935 Wealth Management Team, GreenBridge, and The Cultra Wealth Management Group—have been named in Barron’s 2026 Top 250 Private Wealth Management Teams, published on May 8. The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, […]

Wealth and Asset Management

UBS: one third of families are transferring wealth to next-gen

May 13, 2026

During the next two to three decades, an estimated $83trn in private wealth will change hands globally, marking the largest transfer of wealth in modern history. This process is already underway and reshaping family dynamics, investment priorities and advisory relationships, according to UBS Global Wealth Management. Nearly one third of the next generation respondents […]

Wealth and Asset Management

Legacy systems slowing AI transformation across wealth sector

May 13, 2026

Wealth and asset management firms are accelerating their adoption of artificial intelligence, but outdated technology infrastructure remain major barriers to large-scale transformation, according to executives at SS&C Technologies. Speaking during a panel discussion on AI and automation today (12 May) at the SS&C Deliver EMEA conference, senior SS&C executives said the industry has moved […]

Wealth and Asset Management

French wealth manager enters UK market with IFA buy

May 13, 2026

French wealth management firm Groupe Allen has acquired London-based advice firm Altyx Financial Planning, marking its entry into the UK market. Led by founder and chair Sandrine Genet, Groupe Allen operates the private wealth and family office sector in France, advising about 2,700 families and entrepreneurs with €2bn (£1.7bn) of assets under management from […]

Wealth and Asset Management

Indosuez, the wealth management subsidiary of Crédit Agricole, announces the launch of a new range of active ETFs

May 13, 2026

Indosuez Wealth Management has announced the launch, in Europe, in the second half of 2026, of a new range of active ETFs, designed to meet the evolving expectations of its clients. To structure this range, Indosuez will rely on the “ETF-as-a-Service” platform of Amundi, the European leader in asset management and the leading ETF […]

Wealth and Asset Management

Why UHNW Families Must Evaluate Troubleshooting Mastery When Selecting A Wealth Manager

May 13, 2026

The number of ultra-high-net-worth (UHNW) families continues to grow, and while this growth presents major opportunities, it also increases complexity. As wealth increases, businesses expand, assets span multiple jurisdictions, investment portfolios grow more complex, and planning becomes more intricate. Family governance can become more difficult as different generations grow and interests diverge, all while […]

Wealth and Asset Management

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

May 13, 2026

Hightower’s Treasury Partners, a wealth management team based in New York City, today announced that Founder and Chief Investment Officer Richard Saperstein has been named to the 2026 Barron’s Top 100 Financial Advisors list for the 23rd consecutive year. Saperstein ranked No. 5 on the list, which recognizes the nation’s top wealth managers. He […]

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