Wealth and Asset Management Archives - Page 227 of 1528

Swissquote Singapore Elevates EAM and MFO Connectivity with OpenWealth API Integration, Enabled by Synpulse

November 18, 2025

This integration leverages the OpenWealth standards, as established by the OpenWealth Association co-founded by the global consultancy Synpulse.

Wealth and Asset Management

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

November 18, 2025

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

Wealth and Asset Management

Northern Trust Selected by Osmosis Investment Management Netherlands to Provide Middle Office Servicing

November 18, 2025

The businesses combine investment expertise and operational excellence to deliver competitive, sustainability-focused investment solutions across both equity and credit markets.

Wealth and Asset Management

CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service

November 18, 2025

The figure has increased by 25% over the past year, reinforcing the bank’s position as a benchmark in expert advisory and high value-added personalized investment.

Wealth and Asset Management

Tatton Asset Management unaudited interim results

November 18, 2025

"Strong net inflows of £1.7bn contribute to a £4.0bn increase in AUM/I1 to £25.8bn"

Wealth and Asset Management

Amundi and ICG announce long-term strategic and equity partnership

November 18, 2025

Developing and distributing products to enable wealth investors to access differentiated private markets strategies

Wealth and Asset Management

UniCredit wealth boss redefines retirement

November 18, 2025

A new type of banker, framing retirement as an opportunity rather than culmination of the wealth management process, is called for by UniCredit’s Renato Miraglia