Wealth and Asset Management Archives - Page 170 of 1515

AWAG enters joint venture to develop wealth manager

January 30, 2026

The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.

Wealth and Asset Management

Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility

January 30, 2026

Investors press pause on portfolio moves

Wealth and Asset Management

Firenze partners with wealth management firm, Artorius

January 30, 2026

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

Wealth and Asset Management

Nominations Open for 2026 Wealth Management Industry Awards

January 30, 2026

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

Wealth and Asset Management

Santander announces changes to its branch network as it continues to transform for the future

January 30, 2026

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

Wealth and Asset Management

Jupiter Appoints BNY to Deliver Streamlined Operating Model

January 30, 2026

Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.

Wealth and Asset Management

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

January 30, 2026

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

Wealth and Asset Management

Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards

January 30, 2026

This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.

Wealth and Asset Management

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

January 30, 2026

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

Wealth and Asset Management

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

January 30, 2026

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.