Wealth and Asset Management

15196 articles found

Wealth and Asset Management

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Affiliated Advisors has announced that it has been named a Finalist in Wealth Management's 2026 Wealthies Industry Awards program in the category of Independent Integrated Growth Platforms.    The recognition centers on Equity Uplift, the firm's initiative designed to help advisors intentionally build the long-term enterprise value of their practices.    This marks the third […]
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Wealth and Asset Management

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

JTC ONE brings together institutional fund administration and modern investor technology in one connected solution for U.S. private markets managers and their investors.   JTC and Asset Class have introduced JTC ONE in the U.S., a new end-to-end solution for private markets firms that combines institutional-grade fund administration with a purpose-built digital investor experience.   […]
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Wealth and Asset Management

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

Quilter has raised the forecasted annual income range for its Monthly Income Portfolios for the sixth consecutive year, reflecting the continued resilience of portfolio income and a positive outlook for dividend growth over the year ahead.   Managed by Helen Bradshaw and CJ Cowan, for the 2026/27 financial year, the Quilter Investors Monthly Income Portfolio […]
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Wealth and Asset Management

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The Multilateral Investment Guarantee Agency (MIGA), home of the World Bank Group Guarantee Platform, has partnered with Deutsche Bank AG to create a EUR 1 billion platform to increase access to trade finance in frontier and emerging markets.   The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio […]
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Wealth and Asset Management

CTBC launches wealth branch in Kaohsiung zone

CTBC Bank Co  yesterday inaugurated its Asia New Bay Area branch in Kaohsiung, positioning the facility as a strategic hub to support Taiwan’s emerging asset management center and expand its wealth management services for high-net-worth clients. It is the bank’s 159th outlet nationwide and its 17th in Kaohsiung.   CTBC Bank chairman James Chen (陳佳文) […]
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Wealth and Asset Management

Caprock announces acquisition of Venturi Private Wealth

Caprock has announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.   Founded in 2015, Venturi has built a strong reputation in Austin and Oklahoma City, serving entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach to wealth management. In recent years, […]
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Wealth and Asset Management

Skybound Wealth launches proprietary operating platform for international advice

Skybound Wealth has launched a proprietary CRM and internal operating platform marking a significant step in its strategy to build the infrastructure to support international advice.   The platform – Hub – connects adviser activity, client management, new business, administration, paraplanning, compliance, finance, operations, reporting, KPIs, reviews, remuneration and leadership visibility in one operating environment. […]
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Wealth and Asset Management

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

Wealth Enhancement has announced it has acquired the investment advisory business of Raleigh-area WealthShield Partners, led by Managing Partner Robert Leggett, and its affiliated wealth management practice, Madison Oaks Wealth Partners, led by Managing Partner Scott Lord and partners Kenny Bollinger, Stuart Gay, and John Maher.    Madison Oaks Wealth Partners operated as a DBA […]
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