Wealth and Asset Management Archives - Page 131 of 1550

From ambition to execution: Wealth management technology

May 7, 2026

Technology is becoming a defining source of competitive advantage in wealth management. It is shaping how firms attract advisors, expand products, and deliver consistent client experiences. While strategic focus is increasingly on front office enablement, execution tells a different story. In practice, much of today’s technology spend remains directed toward core platforms, data, and […]

Wealth and Asset Management

FNZ and FirstCape deepen strategic partnership as FirstCape becomes an FNZ Select partner

May 7, 2026

FNZ and FirstCape have announced a deepening of their strategic partnership, reflecting a shared focus on supporting advice-led wealth management through technology enabled platforms in New Zealand. Building on the partnership announced last year, the expanded relationship will see FNZ build, migrate and operate a core platform supporting FirstCape’s wealth and advice businesses in […]

Wealth and Asset Management

Rathbones Group: First quarter trading update for the three months ended 31 March 2026

May 7, 2026

Jonathan Sorrell, Group Chief Executive Officer of Rathbones "Operating income grew 9.4% compared with Q1 2025, reflecting improved market levels relative to the prior year. Underlying flows in our wealth proposition continued to stabilise during the first quarter against a volatile market backdrop. Excluding execution-only services, wealth flows were broadly flat in Q1 after […]

Wealth and Asset Management

From boom to balance: private credit enters more cautious phase

May 7, 2026

There is no doubt the last few months have been tougher for the private credit asset class than recent years. Headlines describe retail investors trying to pull money out of gated funds run by some of the industry’s biggest names. Questions are also being asked about funds’ high levels of leverage and exposure to […]

Wealth and Asset Management

M&G plc Q1 2026 trading update

May 7, 2026

Continued business momentum despite volatile geopolitical environment £0.6bn net inflows from open business, up year-on-year, and resilient AUMA Confident outlook for 2026 across Asset Management and Life Andrea Rossi, Group Chief Executive Officer, said: “We have made a strong start to 2026, with net inflows in Asset Management, driven by demand from Daiichi […]

Wealth and Asset Management

Lombard Odier wins best headquarters at the Monocle Design Awards 2026

May 6, 2026

In its 2026 awards, Monocle recognises Lombard Odier’s new global headquarters as one of the year’s most remarkable architectural achievements. Set on the shores of Lake Geneva, the Herzog & de Meuron-designed building shows how architecture can express a firm’s identity while rethinking the experience of clients and employees alike. This Swiss bank’s […]

Wealth and Asset Management

Cerity Partners Named to USA TODAY's Best Financial Advisory Firms List for 2026

May 6, 2026

Cerity Partners has announced that it has been recognized by USA TODAY on its list of Best Financial Advisory Firms for 2026, developed in partnership with market research firm Statista. The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation. Firms were assessed across […]

Wealth and Asset Management

Citizens Expands Leadership Across Wealth and Private Bank to Enhance Client Experience

May 6, 2026

Underscoring the firm's continued investment in serving high- and ultra-high-net-worth clients, Citizens has announced the addition of two strategic hires: Joe Roberts as Head of Family Office Solutions within Citizens Wealth and Adam Devlin as Head of Platform Transformation across Citizens Private Bank and Citizens Wealth. Together, these appointments reflect Citizens' broader strategy to […]

Wealth and Asset Management

2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm

May 6, 2026

Key points 2,314 advisors recognized on the 2026 Forbes Best-in-State Wealth Advisors list, more than any other firm. 59 Merrill advisors recognized on the 2026 Forbes America's Top Wealth Advisors list. Merrill Private Wealth Advisor Jeff Erdmann ranks #1 overall on Forbes' 2026 America's Top Wealth Advisors list. Forbes recognized Merrill Wealth Management advisors across […]

Wealth and Asset Management

Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds

May 6, 2026

Quilter Cheviot has published details of its stewardship activity across the Sustainable Opportunities Balanced and Sustainable Opportunities Growth Funds, including engagement work and voting outcomes during 2025. As part of its active ownership approach, Quilter Cheviot engaged with companies and investment trusts (both held or considered for holding) within the Sustainable Opportunities Funds, focusing […]

Wealth and Asset Management

NatWest spent billions buying a new wealth manager. So what’s next for Coutts?

May 5, 2026

For much of its 300-year history, Coutts has preferred to shun the limelight. Its wealthy clients, which include the British royal family, expect a certain level of discretion. But over the past few years, it has hit the headlines a number of times — and not always for the right reasons.

Wealth and Asset Management

Morgan Stanley Investment Management Introduces Wealth Education Center

May 5, 2026

Morgan Stanley Investment Management has announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients. “Advisors face a growing challenge as financial markets, products and tax considerations become more interconnected,” said Ben Huneke, […]

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