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
Wealth and Asset Management
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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.
Techcombank Private affirms leadership in wealth management
These metrics underscore its commanding market position and unwavering client confidence.
Interest rate cuts weigh on the results of Bank Zimmerberg
Annual profit amounted to 3.2 million francs, slightly below the previous year's figure of 3.4 million francs.
Zurich cooperative bank slows down loan growth
The series of financial statements from regional banks illustrates just how many institutions of this category still exist in Switzerland.
Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen
The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.
David Ferguson: AI panic, or architectural reckoning?
The narrative was swift and familiar: artificial intelligence is coming for advice.
How Black entrepreneurship is reshaping wealth advice
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.