Wealth and Asset Management

15371 articles found

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 […]
Read More
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 […]
Read More
Wealth and Asset Management

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Insigneo has announced a strategic partnership with Alius Capital Partners to establish a dedicated real estate vertical on its platform.    Building on more than a year of joint due diligence work, the arrangement establishes a proactive approach to sourcing and delivering private property investment opportunities, spanning debt, preferred equity, and equity strategies, to Insigneo’s […]
Read More
Wealth and Asset Management

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families are more internationally mobile, assets are more globally distributed, and regulatory expectations are more transparent and interconnected than ever before.    The emphasis now with our clients is ensuring that structures are efficient and resilient across multiple jurisdictions, generations and regulatory environments.   This shift calls for a more deliberate, long-term approach to structuring, […]
Read More
Wealth and Asset Management

Are markets looking beyond the Middle East conflict?

Equity valuations have fallen even as earnings hold up, suggesting investors are pricing-in Middle East‑related risks rather than acting complacently. Solid earnings and longer‑term drivers like AI‑led productivity could help offset geopolitical and energy‑related headwinds. Analysis of various scenarios reveals a base case pointing to ongoing, albeit slowing, global growth in 2026 and a one-off […]
Read More
Wealth and Asset Management

The Private Standard rebrands to reflect expanded focus on private offices

The Private Standard has officially launched following a rebrand from The Mama Consultancy to better reflect its expanded focus on private households and private offices.    The business supports ultra-high-net-worth individuals, families, households, and family offices across the UAE, the Middle East, and internationally with discreet, tailored recruitment.   Built on more than 15 years […]
Read More
Wealth and Asset Management

Bonhôte launches keystone Swiss equity fund

Banque Bonhôte has launched a momentum-focused Swiss equity fund. The fund will become available to external investors on 24 April.   However, Bonhôte has already started promoting the new strategy to private banking clients and it will be a core allocation for discretionary mandates.    The Bonhôte – Swiss Equity Momentum fund is managed by […]
Read More
Wealth and Asset Management

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

HQLAX has announced that it has secured strategic minority investments from global Fintech leader, Broadridge Financial Solutions, Inc., and Digital Asset in its Series C‑1 funding round.   The investment will support HQLAX’s next phase of growth, including the continued evolution of its technology platform, collaboration with Broadridge’s Distributed Ledger Repo (DLR) platform, and a planned […]
Read More
Wealth and Asset Management

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Global Fintech leader Broadridge Financial Solutions Inc. has announced that Tavira Financial has selected Broadridge’s High Touch Order Management System (OMS), connectivity, and middle office solutions as a key component of its trading and operational infrastructure ecosystem.    Broadridge’s fully integrated front and middle office capabilities will support Tavira’s agency brokerage platform to optimize trading […]
Read More
1 … 131 132 133 134 135 … 1,281