BofA eyes moderate asset growth for wealth management division – report
Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years.
Wealth and Asset Management
15459 articles found
WisdomTree partners with Stratiphy as investors diversify portfolios
WisdomTree is a global ETP provider with over USD135 billion in assets under management and has over 20 years’ experience managing physical gold exchanged-traded commodities (ETCs) including creating Europe’s first physically backed gold ETC.
How AI will revolutionise wealth managemen
Top bankers, lawyers, and executives say technology will be a driving force for dealmaking
Amundi offers geopolitical play with new European strategic autonomy ETF
The French asset manager and Euronext have teamed up to tap into the drive for European economic sovereignty.
Hong Kong roars ahead as top wealth hub, overtaking Singapore
Nearly 45 per cent of top global private banks say their affluent clients prefer Hong Kong over other wealth management centres: PWMA report
Verso Asset Management to transfer custody to Third Financial in new five-year deal
The deal grows the Nucleus group’s existing relationship with Verso, following the announcement it would be powering The Verso platform earlier this year.
Imperium named as a Top Trust Company 2025 by eprivateclient
This year is the first time Imperium has appeared in the top tier ranking.
Women and wealth: planning around life’s big moments
These demands can slow pension growth and make it harder to “catch up” later, with fewer savings benefiting from compound interest, leaving women in a far less stable financial position than men earning a comparable income.
What’s happening in the UK economy in the lead-up to the Autumn Budget?
The UK wealth management industry has become increasingly global in both outlook and portfolio construction, in order to take advantage of the breadth of opportunities available.
d1g1t Launches New Portfolio Management Enhancements, Expanded Client Management and Investor Tools Aimed at Elevating the Advisor-Client Experience
Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster than ever freeing up time and optimizing workflows
Utmost Group announces the successful integration and rebrand of Lombard International
This milestone follows the completion of the acquisition in December 2024 and reflects Utmost’s commitment to delivering scalable, client-centric wealth solutions globally.
Five UBS Pacific Desert Market Financial Advisors Recognized on Forbes’ Top Next-Gen Advisors Best-in-State List
Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America’s Top Next-Gen Wealth Advisors list.