Wealth and Asset Management Archives - Page 80 of 1490

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

May 11, 2026

Digital wealth platform Syfe is rolling out a new feature allowing users to co-manage investment portfolios and build shared wealth. The product is currently live for an early-access group, with a full public launch expected in the coming weeks. The launch of Syfe joint accounts in Singapore targets what the platform describes as […]

Wealth and Asset Management

Australia’s wealth gap widens as asset growth concentrates at the top

May 11, 2026

New modelling of household wealth data by KPMG Australia shows that the gap between Australia’s wealthiest households and everyone else has widened over the past five years. Between 2019-20 and 2024-25, average household wealth surged from $1.26 million to $1.56 million, an increase of almost 23.6% in real terms in five years. However, over […]

Wealth and Asset Management

Why high government debt need not cause immediate concern

May 11, 2026

Governments around the world are facing fiscal pressures and running up large debts. But with household and corporate balance sheets in good shape and global economic growth proving resilient, the investment implications may be less concerning than headline figures suggest. High government debt reflects a structural shift in leverage from private sector balance sheets to […]

Wealth and Asset Management

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

May 11, 2026

Scotia Wealth Management and SBI Canada Bank have entered a referral relationship arrangement. Through this arrangement, high-net-worth clients of SBI Canada will benefit from the opportunity to access Scotia Wealth Management solutions. SBI Canada currently offers full-service retail, commercial, and corporate banking services to clients in Canada. "We share a similar approach with […]

Wealth and Asset Management

Franklin Templeton Launches New Private Markets Models with Corastone

May 11, 2026

Franklin Templeton launched new private markets model portfolios in collaboration with digital infrastructure platform Corastone. The multi-asset models will invest across Franklin Templeton’s private markets perpetual series and include allocations to private equity, private credit, private real estate and private infrastructure. The private equity portfolio also features access to venture and growth equity […]

Wealth and Asset Management

Isle of Man firm wins for eighth year in a row at City of London Wealth Management Awards

May 11, 2026

A Douglas stockbroking and investment management firm has been named Regional Wealth Manager of the Year for North West England at the 2026 City of London Wealth Management Awards, marking the firm’s eighth consecutive win in this category. The award was presented at a recent prestigious ceremony held at The Guildhall in London, where […]

Wealth and Asset Management

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

May 11, 2026

Broadridge Financial Solutions has announced that its agentic AI capabilities — software that autonomously analyzes, prioritizes, and resolves operational exceptions without constant human instruction — are live in production, spanning capital markets and wealth management workflows. New clients can achieve up to 30% Day 1 operational cost reduction through two AI partnership paths: full […]

Wealth and Asset Management

Mirabaud opens a location in Lausanne and strengthens its presence in French-speaking Switzerland.

May 8, 2026

Mirabaud has announced the opening of an office in Lausanne at Avenue du Théâtre 14. The new location marks a significant milestone in the development of Mirabaud's activities in French-speaking Switzerland. This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market. Lausanne is […]

Wealth and Asset Management

Pillar Two and asset and wealth management: from compliance to competitive advantage

May 8, 2026

Pillar Two is reshaping global tax compliance for asset and wealth managers. As organisations navigate new rules, investor expectations, and data demands, now is the time to embrace strategic, tech-enabled compliance. A structural shift for financial services Pillar Two is reshaping the tax landscape for asset and wealth managers. A global minimum effective tax […]

Wealth and Asset Management

UBS chief eyes US growth amid capital debate

May 8, 2026

UBS chief Sergio Ermotti said the bank needs a wider business base in the US while it prepares for all possible outcomes from the Swiss parliamentary debate over stricter capital requirements. Last month, the country indicated that the bank would need to build roughly $20bn in additional buffers to help prevent a repeat of […]

Wealth and Asset Management

Vaduz private bank partners boutique to build sustainable investment solutions

May 8, 2026

Neue Bank and ESG-AM have announced a partnership to develop sustainable investment solutions and bring them to a wider investor base. The collaboration will focus on climate transition strategies to achieve a climate-neutral future and make a shift away from fossil fuels. Neue Bank is headquartered in Vaduz and has been offering sustainable […]

Wealth and Asset Management

Iress taps Thoughtworks for wealth platform modernisation

May 8, 2026

Iress has entered a strategic multi-phase partnership with Thoughtworks to modernise its wealth management technology platforms and expand the use of artificial intelligence across its systems. The partnership will focus on Iress’s Wealth division, with Thoughtworks providing advisory, engineering, cloud and design support. The programme is aimed at simplifying Iress’s technology architecture, improving software […]

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