$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources
The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.
Wealth and Asset Management
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Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.
Singapore EAM Strikes Deal With Credit Suisse Veterans
The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.
Leonteq responds to criticism of management remuneration
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.
National Bank extends and expands Project Helvetia
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.
UBS to start new share repurchase program
UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.
National wealth fund boss slams banking industry’s risk appetite
The UK economy contracted 0.3 per cent in April as Labour’s tax raids weighed on businesses.
Wealth managers: When things go wrong, you can say sorry
Wealth managers says that periods of crisis can be the best opportunity for fund houses to differentiate themselves.
BlackRock partners with HSBC to launch retirement funds
The multi-asset wealth navigator funds range offers three distinct risk profiles for Hong Kong investors.
UBS AM endorses European equities
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.