Wealth and Asset Management

15571 articles found

Wealth and Asset Management

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

First regulated Swiss bank to use AI agents to test live on-chain transactions, with the client signing every action and private keys never leaving their device Architecture is AI-model, and asset-agnostic, with the capability to turn client plain-text messages into multi-step on-chain operations for stablecoins, tokenized equities, gold and securities Validates Sygnum’s “Human-in-the-Loop” strategy, where […]
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Wealth and Asset Management

LPL Financial Draws $330M Ex-UBS FA Team

LPL Financial has lured a financial advisory team, which was previously affiliated with UBS Wealth Management, where they oversaw $330 million in advisory, brokerage, and retirement plan assets.    Financial advisors Conley Thornhill, Doug Rathbun, and Nikki Rathbun Paxara have joined Linsco, LPL’s W-2 channel, to launch Winter Haven, FL-based Paxara Wealth Partners.    The […]
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Wealth and Asset Management

Transforming Wealth Management Using AI At Citi

AI is reshaping the global wealth management industry. From client advice to advisor productivity, AI is augmenting the role of financial advisors across the industry.   I recently discussed how AI is transforming wealth management with Andy Sieg, Citi’s Head of Wealth, and Joe Bonanno, Head of Wealth Intelligence, at Citi (Citigroup, NYSE: C), one […]
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Wealth and Asset Management

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform – reports

Amundi has signed fellow Crédit Agricole subsidiary Indosuez Wealth Management as the second client for its new ‘ETF-as-a-service’ capability, according to a report from French news outlet L’Agefi.   Announced at the Amundi's 2025 Capital Markets Day, the new offering is analogous to a white-label platform: Amundi will rent its ETF insfrastructure to third-party managers […]
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Wealth and Asset Management

Gresham Partners named winner of five awards-both firmwide and individual – at the 13th Family Wealth Report awards 2026

Gresham Partners has announced that it earned five awards at the 13th Family Wealth Report Awards 2026, both for the firm and for two of its partners.   The awards include: Multifamily Office ($5 billion to $15 billion) Outstanding CIO – Ted Neild Wealth Planning Women in Wealth Advisory (Individual) – Kim Kamin Leading Individual […]
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Wealth and Asset Management

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

Brookfield Wealth Solutions has announced financial results for the three months ended March 31, 2026.   Sachin Shah, CEO of Brookfield Wealth Solutions, stated, "We have built a scaled and well capitalized insurance platform with a resilient portfolio of $180 billion insurance assets today. Our established U.S. platform continues to expand its product and distribution […]
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Wealth and Asset Management

Pictet dividend payouts soar past CHF 1bn

Pictet dividend payouts soar past CHF 1bn   The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.   ‘It could just be that they have a lot of excess capital and they’re returning it to shareholders,’ independent analyst Rupak Ghose told Citywire.   […]
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