Wealth and Asset Management Archives - Page 102 of 1547

Van Lanschot Kempen UK is Fiduciary Manager of the Year 2026

June 16, 2026

Van Lanschot Kempen Investment Management UK won the Fiduciary Manager of the Year award for the third time in a row at the Professional Pensions UK Pensions Awards 2026 on 11 June. The Professional Pensions UK Pensions Awards shines a light on excellence and recognises the advisers, providers and investment managers that offer the […]

Wealth and Asset Management

Raise launches Millions investment app for Gen Z investors

June 16, 2026

Raise Financial Services has launched Millions, a new investment app designed for Generation Z and first-time investors, marking the company’s latest expansion in India’s digital wealth management market. The company has said the platform has been developed to provide a goal-based investing experience, enabling users to invest in direct mutual funds, stocks, SIPs and […]

Wealth and Asset Management

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

June 16, 2026

LTXO, an AI-powered corporate bond e-trading venue backed by global Fintech leader Broadridge Financial Solutions, Inc. has announced the launch of new agentic capabilities in its award-winning BondGPT application that enable users to create AI agents that advance investing and trading workflows on the LTX trading platform. Agentic capabilities include monitoring real-time market conditions, […]

Wealth and Asset Management

Abundant Innovation, Elusive Scale: Rethinking Growth in Financial Services

June 16, 2026

Recorded during OWIN26, this video interview presents Alberto Cuccu, Objectway’s COO International, sharing his perspective on how financial institutions can achieve scalable innovation. The conversation focuses on key themes such as building strong operational foundations, leveraging partnerships, and using AI to enable sustainable growth. From Alberto’s standpoint, scalable innovation means growing revenues without […]

Wealth and Asset Management

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

June 16, 2026

SEI has announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency. The improved manager experience combines SEI Data Cloud, the firm’s centralized data foundation, with SEI Scope™, a next‑generation manager portal that […]

Wealth and Asset Management

Don't miss your window! Advisors discuss the best time to buy or sell a firm

June 16, 2026

Timing, so the saying goes, is everything. And perhaps never more so than when it comes to wealth management M&A where finding the right partner can generate untold synergies – and finding the wrong one can destroy a lifetime of work. As a result, advisors have plenty of advice for successfully navigating M&A and, […]

Wealth and Asset Management

RBC Wealth Management’s Global Insight 2026 midyear outlook

June 16, 2026

RBC Wealth Management’s Global Portfolio Advisory Committee has published its Global Insight 2026 Midyear Outlook, providing analysis of the key headwinds and tailwinds across asset classes and geographies. Since war broke out in the Middle East in February 2026, investors have watched as equities, bonds, commodities, and currencies reacted to the constant news flow. […]

Wealth and Asset Management

AWM: Luxembourg could benefit from the three major revolutions

June 16, 2026

The mobilisation of €10trn in dormant savings, the opening up of private markets to the general public and the rise of tokenisation could profoundly reshape European asset management by 2030. PwC believes that Luxembourg, thanks to its central role in fund distribution and its regulatory positioning, is among the main potential beneficiaries of this […]

Wealth and Asset Management

Rathbones shares slump 16.5% after FCA-prompted review finds wealth management failings

June 16, 2026

Shares in Rathbones Group PLC tumbled 16.5% to 1,630p on Tuesday after the wealth manager flagged a regulatory review that found shortcomings in its UK business and will trigger £60 million of costs. The group commissioned a skilled person review, an independent assessment overseen by the Financial Conduct Authority, after engagement with the regulator. […]

Wealth and Asset Management

Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030

June 15, 2026

Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support young people and strengthen the systems that shape their lives. For more than two centuries, philanthropy has been part of the Rothschild family’s identity. Across generations, they have supported people and the environment, shared […]

Wealth and Asset Management

Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System

June 15, 2026

Objectway has been awarded Best Wealth Management System at the 2026 Goodacre Systems in the City FinTech Awards. This marks the eighth consecutive year that Objectway has received the award, and its thirteenth consecutive Goodacre accolade overall. The award comes at a time when wealth management firms are under increasing pressure to turn technology […]

Wealth and Asset Management

The future of asset management: strategies for differentiation

June 15, 2026

If you were to build the asset manager of the future, what would you prioritize and where would you invest? Drawing on plans and predictions from asset management CFOs worldwide, combined with our deep sector experience and client insights, this report offers a forward-looking perspective on the industry’s future. Download our report to […]

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