Avanza Private Banking Clients to Gain Access to Kepler Analyses, Reports Finwire
Clients' stock portfolios will be automatically rebalanced and adjusted according to a strategy designed for long-term growth.
Wealth and Asset Management
15220 articles found
Information on Leonteq's shareholder base
The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.
Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth
Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.
‘We won’t hide’: Blackstone’s Aussie push amid private credit pain
The woman behind Blackstone’s giant wealth management business says the private credit crisis is just noise, and the only way to fight it is with transparency.
SJP calls for profession to ‘evolve’ as it hits 1,000 female advisers milestone
SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.
Lombard Odier to close private markets evergreen fund
The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.
Wealth managers trapped in transformation illusion
While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms
The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry
Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions
Mercer Advisors Launches National Women & Wealth Practice
Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women
Chubb Wealth debuts in Hong Kong’s growing private wealth market
Chubb-backed platform targets professional investors with curated global funds and exclusive private market strategies
Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors
Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.
Rothschild & Co Earns Significantly Less
The bank generated net new money of 802 million francs there, of which well over 535 million francs were recorded in the first half of the year.