Wealth and Asset Management

15555 articles found

Wealth and Asset Management

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

Goldman Sachs Group Inc. will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager’s reach in the actively managed exchange-traded fund market.   The cash-and-equity deal will add a fast-growing ETF issuer to the Wall Street giant’s roster of offerings, according to Marc Nachmann, who oversees Goldman’s money-management arm. The […]
Read More
Wealth and Asset Management

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

Signature Estate & Investment Advisors has announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand experience.    Veteran tax leader Tim Gacsy joins SEIA as Director of Tax […]
Read More
Wealth and Asset Management

Cayman holding companies: a strategic tool for GCC families managing global wealth

Families based in the Gulf Cooperation Council are increasingly global in both outlook and asset allocation.     From operating businesses in the Middle East to real estate in Europe, private equity exposure in North America, and liquid portfolios held through international custodians, the modern family balance sheet is both diversified and complex.    Against this […]
Read More
Wealth and Asset Management

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and industry professionals for three days focused on growth, innovation and the future of the wealth management industry.   The conference theme, Unlocking Boundless Human Potential, explores how innovation across technology, wealth management and […]
Read More
Wealth and Asset Management

Deutsche Bank appointed as RMB Clearing Bank for Europe

Deutsche Bank has announced that it has been appointed by the People’s Bank of China to serve as a Renminbi (RMB) clearing bank for Europe in Frankfurt.    Deutsche Bank will facilitate direct end-to-end processing, clearing and settlement services for cross-border RMB transactions for European financial institutions and businesses, acting as a local bridge to […]
Read More
Wealth and Asset Management

WH Ireland adopts MorganAsh platform for vulnerability support

WH Ireland has selected the MorganAsh Resilience System (MARS) to support its management of customer vulnerability and Consumer Duty reporting.   The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients and generating structured data to help monitor and assess […]
Read More
Wealth and Asset Management

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

Standard Chartered has announced the launch of its ninth sub-fund under its Variable Capital Company (VCC) platform, with Allianz Global Investors (“AllianzGI”) as the sub-manager. The launch further expands the Bank’s suite of exclusive, custom-curated investment strategies available to eligible clients.   The Signature Select Enhanced Gold Income Fund offers investors a unique combination of […]
Read More
1 … 68 69 70 71 72 … 1,297