Wealth and Asset Management

15279 articles found

Wealth and Asset Management

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

Cazenove Capital has published its first Sustainability and Impact Report for the Impact Growth Strategy, while also marking the sixth consecutive year of reporting across their broader sustainable investment range.   We believe impact investing has a critical role to play in translating ambition into tangible results. We are encouraged by the growing number of […]
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Wealth and Asset Management

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

Fidelity Investments has announced the expansion of its institutional separately managed account (SMA) lineup with six new custom strategies and two new model offerings for registered investment advisor (RIA) and broker dealer clients that leverage Fidelity’s active management and quantitative research capabilities.   Fidelity Institutional Tax-Managed Enhanced Equity and Fidelity Institutional Tax-Managed Fundamental Equity custom […]
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Wealth and Asset Management

Gold beyond the cyclical narrative – Schroders

During the past three months, gold has faced significant headwinds. A stronger dollar, changing expectations for US interest rates, and renewed confidence in US economic exceptionalism have weighed on sentiment.    For investors focused solely on the next Federal Reserve meeting, these factors may seem reason enough to keep away.   But that perspective misses […]
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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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