Wealth and Asset Management

15321 articles found

Wealth and Asset Management

Rolf Kaufmann gains Zwei Wealth as a partner

With over 25 years of experience advising private and institutional clients, Rolf combines legal expertise, entrepreneurial thinking, and a deep understanding of complex asset structures.    He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions. […]
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Wealth and Asset Management

LLB now has an Aa1 deposit rating from Moody's

Moody's has upgraded the deposit rating of Liechtensteinische Landesbank AG (LLB) from Aa2 to Aa1. This places LLB among the top-rated banks worldwide according to Moody's. The rating signifies very high financial stability, security, and very low default risk.   Vaduz, April 22, 2026. Moody's has upgraded the deposit rating of Liechtensteinische Landesbank AG (LLB) […]
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Wealth and Asset Management

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

Lombard Odier has been recognised as Asia’s Best for Discretionary Portfolio Management (DPM) at the recent Euromoney Private Banking Awards, underscoring the Bank’s long‑standing commitment to delivering disciplined investment solutions and high‑quality outcomes for clients across the region.   This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for […]
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Wealth and Asset Management

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

Norion Bank AB has entered into an agreement to acquire all outstanding shares in Strand Kapitalförvaltning AB (“Strand”).    The acquisition, together with the recently completed acquisition of Consensus Asset Management AB (“Consensus”), strengthens the bank’s position within Wealth Management and establishes a platform with approximately SEK 15 billion in assets under management, while further […]
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Wealth and Asset Management

Citi picks Advyzon for global UMA programme

Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified managed account (UMA) programme for its wealth clients.   The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client across North America, Latin America, Europe, the Middle East and Africa, […]
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Wealth and Asset Management

WealthReach rolls out AI referral engine to systematize advisor growth strategies

WealthReach has introduced a new AI-driven referral tool designed to help advisory firms generate more consistent client-driven growth, building on decades of established referral marketing practices.   The New York-based firm said its latest offering, Multiply, integrates long-standing referral methodologies into an automated platform aimed at registered investment advisors and wealth management firms. The launch […]
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Wealth and Asset Management

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

Osaic, Inc. has announced that Pointes North Wealth Management (“Pointes North”), led by managing partners Nathan Auclair and Brent Balloch, CFP®, CHFC® has joined its Empowered Independence channel. The firm, which oversees more than $500 million in client assets, is transitioning from an independent model to Osaic’s W-2 structure.   Innovative Financial Group, an Osaic […]
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