Wealth and Asset Management

14996 articles found

Wealth and Asset Management

Alpaca and Broadridge Announce Governance Solution for Tokenized Securities

Alpaca and global Fintech leader, Broadridge Financial Solutions Inc.,  have announced the integration of Broadridge’s governance infrastructure for retail and institutional investors into Alpaca’s Instant Tokenization Network.    The partnership brings shareholder governance capabilities including proxy voting, investor communications, voting entitlement reconciliation, and regulatory disclosures across traditional and tokenized equities, helping investors retain the rights, […]
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Wealth and Asset Management

CIMB aims to be primary wealth partner for Asean’s affluent

CIMB Group aims to become the primary wealth management partner for affluent individuals across ASEAN through the introduction of CIMB Private Wealth, as rising incomes, urbanisation and intergenerational wealth transfers reshape demand for wealth advisory services across the region.   The new wealth management proposition, introduced by CIMB Bank Bhd, combines institutional-grade financial solutions with […]
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Wealth and Asset Management

How ZKB is 'levelling up' its private banking business

Zürcher Kantonalbank  is ‘levelling up’ with selected expansion plans, private banking boss Florence Schnydrig Moser said to Citywire.   The private bank unit has reorganised as part of a concerted effort to fine-tune its targeting of different client segments.   ‘We integrated the department offering of our investment solutions and the portfolio management as well […]
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Wealth and Asset Management

Seven Street Wealth delivers success and plans succession

Seven Street Wealth, one of Scotland's leading boutique independent financial advice firms, has increased its turnover by 40% and expanded its team since completing a management buyout in 2023.   The firm, which has offices in Edinburgh and London, provides bespoke financial advice to individuals, families, trusts, corporates and charities. Originally established in 2000 as […]
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Wealth and Asset Management

Congratulations on your successful completion of your apprenticeship in 2026!

We are delighted to congratulate this year's graduates of our member banks on their successful completion of their apprenticeships. A total of 17 apprentices have successfully completed their training, thus reaching an important milestone in their professional careers.   Vocational training combines theoretical knowledge with valuable practical experience and is an important component of the […]
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Wealth and Asset Management

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

CrediaBank has announced the launch of a strategic partnership with BNP Paribas Asset Management (BNPP AM) , one of Europe’s leading asset management firms, aimed at further strengthening and expanding the Bank's Wealth Management offering.   The partnership establishes a comprehensive investment advisory framework that includes:   • Investment strategy design and the definition of […]
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Wealth and Asset Management

Citi Impact Fund Commits to Investing $25 Million in Companies Bringing Innovation to Housing Access and Affordability

Key Takeaways The Citi Impact Fund announced that it will invest $25 million in companies propelling innovative solutions for housing access, supply and affordability in communities nationwide. These new investments will support Citi’s Blueprint for Housing Opportunity initiative, a $60 billion, five-year commitment to increase and preserve the supply of housing in the U.S.  This […]
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Wealth and Asset Management

Citizens Financial Group Reports Second Quarter 2026 Net Income

Citizens Financial Group, Inc. has reported second quarter financial results. The earnings press release, investor presentation, and financial supplement are available at http://investor.citizensbank.com.    In addition, these materials will be furnished to the Securities and Exchange Commission (SEC) on a Form 8-K and will be available on the SEC website at www.sec.gov.   “We delivered […]
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Wealth and Asset Management

Swiss Wealth Management: A Brand Put to the Global Test

International expansion confronts Swiss wealth managers with a delicate balancing act: How do you assert yourself between Swiss roots and local identity? finews checked in with Marcuard Heritage's outposts in Abu Dhabi and Singapore.   The international expansion of Swiss wealth managers into emerging and established financial hubs requires strategic skill and cultural adaptability. An […]
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Wealth and Asset Management

Temenos completes the acquisition of additiv

Temenos AG has announced that it has completed the acquisition of additiv AG (“additiv”).    The acquisition was announced on June 8th, 2026 (see ad hoc announcement here). The founder-led management team will continue to run additiv on a stand-alone basis after closing.   additiv is a Switzerland-based fintech company that enables banks and wealth […]
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