Wealth and Asset Management

15335 articles found

Wealth and Asset Management

Franklin Templeton Launches New Private Markets Models with Corastone

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

UBS chief eyes US growth amid capital debate

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 […]
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Wealth and Asset Management

Iress taps Thoughtworks for wealth platform modernisation

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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Wealth and Asset Management

Key Private Bank named a winner for ‘Regional Private Bank’ at the 2026 Family Wealth Report Awards

Key Private Bank, the high-net worth and ultra-high-net-worth wealth management segment of KeyCorp, has been selected as a winner for ‘Regional Private Bank’ at the Thirteenth Annual Family Wealth Report Awards, marking the third time the firm has received this distinction.   Key Private Bank was selected for this award for delivering exceptional results through […]
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Wealth and Asset Management

Temenos launches Composable Retail Deposits and Composable Retail Lending to Enable Progressive Core Modernization

Temenos has launched Composable Retail Deposits and Composable Retail Lending, new Temenos Composable Solutions designed to help banks progressively modernize key retail banking domains, reducing risk while accelerating change.   Retail deposits and lending sit at the heart of a bank’s operating model, yet many are still constrained by legacy platforms that are slow to […]
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Wealth and Asset Management

From ambition to execution: Wealth management technology

Technology is becoming a defining source of competitive advantage in wealth management. It is shaping how firms attract advisors, expand products, and deliver consistent client experiences.   While strategic focus is increasingly on front office enablement, execution tells a different story. In practice, much of today’s technology spend remains directed toward core platforms, data, and […]
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