Aurum Capital unveils AI-driven quantitative wealth advisory platform
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
Wealth and Asset Management
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From ESG hype to credibility: what wealth management faces in 2026
WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.
Bank of America advisers get green light for bitcoin
Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.
Why rethinking wealth management through a long-term lens supports generational continuity
Lombard Odier stands out by virtue of its unique governance model.
Deutsche Bank achieves positive ESG rating results in 2025
With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.
Paul Allen estate exits Cercano as $10.5bn wealth manager goes employee-owned
The firm allocates capital across public markets, private equity, real estate, and private credit, and typically works with clients who commit at least $250m.
UOB Asset Management Launches ASEAN Dividend ETF as Investors Turn to Dividend Strategies
The region also offers a diverse mix of growth-oriented and established economies, creating opportunities for portfolio diversification across different market cycles.
HSBC signals big year ahead for wealth push in 2026
HSBC's Christopher Dean details how the bank plans to accelerate its wealth offering in 2026.
UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List
The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.
JPMorgan abandons proxy advisers and turns to AI
The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.
UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List
The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.
HSBC agrees to pay £260m to settle dividend fraud case in France
Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.