Wealth and Asset Management

15232 articles found

Wealth and Asset Management

Wealth management’s overlooked client base

Smaller accounts were never really a question of demand. They were a question of delivery.   For most advisory firms, the challenge was not whether younger or less wealthy investors wanted professional portfolio management. It was whether the firm could provide it without absorbing the same operational burden required for far larger households.   Onboarding, […]
Read More
Wealth and Asset Management

Quilter granted Targeted Support permissions

Quilter has announced that it has received permission from the FCA to deliver Targeted Support.   Granted yesterday, the company is developing its Targeted Support offering via Quilter Invest, the investment platform designed to support clients in the earlier stages of their investment journey.   Quilter Invest also provides advisers with a proposition for clients […]
Read More
Wealth and Asset Management

UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG launch joint CHF stablecoin sandbox

With a joint initiative, UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG are joining forces to launch a CHF stablecoin sandbox.    The new initiative will test potential use cases for a CHF stablecoin in Switzerland. In doing so, the partners are exploring ways to connect blockchain applications with the Swiss franc, […]
Read More
Wealth and Asset Management

Merit adds $586m in assets with Strategic Retirement Plans

Merit Financial Advisors, a wealth management company based in Georgia, has agreed to acquire Strategic Retirement Plans, a registered advisory business with its main office in Billings, Montana, and another location in Gillette, Wyoming.   Financial details of the transaction were not made public.   Strategic Retirement Plans oversees about $586min client assets in total, […]
Read More
Wealth and Asset Management

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Broadridge Financial Solutions Inc. has announced the extension of its governance platform to support digital assets.    This new capability enables public companies and funds, broker-dealers and wealth managers, and retail and institutional investors to manage proxy voting, corporate actions, and disclosures across both traditional and tokenized securities within their existing platforms and workflows.    […]
Read More
Wealth and Asset Management

Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.

Key takeaways Women will receive the majority of inherited private assets in the Great Wealth Transfer, including complex and illiquid holdings that require sophisticated support and clear decision making frameworks. Their expanding role as primary stewards is reshaping how wealth is governed and deployed. By 2030, women are expected to control most U.S. private wealth, […]
Read More
Wealth and Asset Management

RBC on the hunt for new alts gatekeeper

RBC Wealth Management’s alternative investment team is looking for a senior alternatives investment analyst as turnover within its gatekeeper team persists.   The Toronto-based wealth manager, which oversees $583bn in assets, is seeking an experienced researcher to lead initial and ongoing due diligence in private market offerings.    The successful candidate will have expertise across […]
Read More
Wealth and Asset Management

UOB Asset Management Highlights Three Potential Market Paths as Geopolitical Risk Rise

UOB Asset Management has released its 2Q 2026 Quarterly Investment Strategy, highlighting a more uncertain investment environment as resilient global growth and structural innovation are increasingly offset by heightened geopolitical risks.   According to the report, global growth and corporate earnings expectations remain broadly constructive across major regions, underpinned by continued investment in artificial intelligence […]
Read More
Wealth and Asset Management

Aventura Private Wealth Grows by Addressing the International Investor Gap

As global wealth becomes more volatile, demand is growing for advisory firms that understand both the U.S. financial system and the needs of international investors arriving in this market; these clients generally seek advisors who can help them build globally diversified portfolios while navigating the complexities of cross-border investing.   Aventura Private Wealth, a Registered […]
Read More
1 … 129 130 131 132 133 … 1,270