Wealth and Asset Management

15393 articles found

Wealth and Asset Management

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

A veteran advisory team overseeing roughly $2.4 billion in client assets has launched a new independent wealth and family office firm in Florida, the latest sign of continued breakaway momentum among experienced advisors.   Evertern Wealth officially opened this week in Naples supported by Dynasty Wealth Partners and led by industry veterans Jason Stephens and […]
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Wealth and Asset Management

Two Sydney-based wealth managers merge

Edney Ryan Group’s wealth management business has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.    Headquartered in Sydney’s Mosman, Minchin Moore is led by managing partner Mark Minchin and specialises in delivering private wealth advice.    Driving growth at the firm, Edney Ryan […]
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Wealth and Asset Management

Wealth by generation: Which age group is the most financially successful?

There’s a reason financial success is such a universal aspiration. Being financially successful gives you freedom, security, and options.   But depending on which generation you belong to, you may have different views about what, exactly, constitutes financial success. You’ve also faced unique circumstances that have helped or hindered your ability to build wealth.   […]
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Wealth and Asset Management

Asian families are moving faster than their wealth plans

Asia’s wealthy families are more global, mobile and internationally connected than ever before.   Residency is increasingly fluid, with families dispersed across the region and more widely across the world.   Assets themselves are spread across public markets, private investments, property and operating businesses located in multiple countries.   In this context, single-jurisdiction planning based […]
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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, […]
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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 […]
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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, […]
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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, […]
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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.    […]
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