Wealth and Asset Management Archives - Page 201 of 1550

BEKB confirms its financial strength with a good annual result

January 29, 2026

With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.

Wealth and Asset Management

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

January 29, 2026

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

Wealth and Asset Management

Brown Brothers Harriman and SimCorp forge strategic alliance

January 29, 2026

Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers

Wealth and Asset Management

SJP hits £220bn in FUM

January 29, 2026

The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.

Wealth and Asset Management

Titan Wealth acquires Sound Financial Management Limited

January 29, 2026

The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).

Wealth and Asset Management

One in two respondents said integrating wealth management with FinTech firms would boost sales

January 29, 2026

The survey provided a forward-looking assessment of how convergence, technology and shifting client expectations were reshaping revenue models and profitability in the asset and wealth management industry through to 2030.

Wealth and Asset Management

Wealth managers turn to direct indexing for personalisation

January 28, 2026

Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.

Wealth and Asset Management

Record gold and silver prices signal a new era for wealthy investors

January 28, 2026

Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty

Wealth and Asset Management

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

January 28, 2026

Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year

Wealth and Asset Management

JM Finn opens fifth office in Cheltenham

January 28, 2026

New office is up and running with a five-strong team

Wealth and Asset Management

True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner

January 28, 2026

The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.

Wealth and Asset Management

Morgan Stanley Closes Acquisition of EquityZen

January 28, 2026

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

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