Wealth and Asset Management Archives - Page 21 of 1497

Why big wealth-management tech rollouts go wrong

August 12, 2026

New platforms and AI-assisted planning tools could be a genuine step up on what they’re replacing. But ask an adviser six months into a rollout how it has gone, and you will often hear the same complaint: they are working around the new system, not through it. The money is not the problem. What […]

Wealth and Asset Management

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

August 11, 2026

Signature Estate & Investment Advisors has announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand experience. Veteran tax leader Tim Gacsy joins SEIA as Director of Tax […]

Wealth and Asset Management

Cayman holding companies: a strategic tool for GCC families managing global wealth

August 11, 2026

Families based in the Gulf Cooperation Council are increasingly global in both outlook and asset allocation. From operating businesses in the Middle East to real estate in Europe, private equity exposure in North America, and liquid portfolios held through international custodians, the modern family balance sheet is both diversified and complex. Against this […]

Wealth and Asset Management

Money Forward Private Bank partners Fukuoka FG on family office services

August 11, 2026

Money Forward Private Bank has signed a business alliance agreement with Fukuoka Financial Group to expand services for ultra-high-net-worth clients through a family office offering, the companies said on August 10. Under the agreement, Fukuoka FG and its group companies will use Money Forward Private Bank's family office service to provide support tailored to […]

Wealth and Asset Management

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

August 11, 2026

LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and industry professionals for three days focused on growth, innovation and the future of the wealth management industry. The conference theme, Unlocking Boundless Human Potential, explores how innovation across technology, wealth management and […]

Wealth and Asset Management

Deutsche Bank appointed as RMB Clearing Bank for Europe

August 11, 2026

Deutsche Bank has announced that it has been appointed by the People’s Bank of China to serve as a Renminbi (RMB) clearing bank for Europe in Frankfurt. Deutsche Bank will facilitate direct end-to-end processing, clearing and settlement services for cross-border RMB transactions for European financial institutions and businesses, acting as a local bridge to […]

Wealth and Asset Management

WH Ireland adopts MorganAsh platform for vulnerability support

August 11, 2026

WH Ireland has selected the MorganAsh Resilience System (MARS) to support its management of customer vulnerability and Consumer Duty reporting. The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients and generating structured data to help monitor and assess […]

Wealth and Asset Management

Swiss parliament committee still without deal on UBS capital rules

August 11, 2026

A Swiss parliamentary committee on Tuesday failed to reach a deal on planned new banking regulations for UBS, amid a push by some lawmakers to temper tougher rules drafted by the government after the demise of Credit Suisse. The draft bill envisages making the bank carry some $20 billion in additional Common Equity Tier-1 […]

Wealth and Asset Management

The Intelligent Allocator: The humbling art of stock picking

August 11, 2026

key takeaways. Stock picking is hard because equity market gains are driven by just a tiny handful of firms Fund managers must outperform their fees; successful ones can struggle when their funds grow. The flow of money into passive index-tracking funds also works against stock pickers Active management can thrive when market dispersion widens or […]

Wealth and Asset Management

How Scotia Wealth Management has rolled out its AI platform

August 11, 2026

Each month at WP, we offer a slate of articles and content pieces that go deep on a particular topic. This month, we're focusing on AI in wealth management. The banks are adding AI into their processes, and they’ve identified wealth management as a key area where AI can add efficiency and productivity into […]

Wealth and Asset Management

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

August 11, 2026

Standard Chartered has announced the launch of its ninth sub-fund under its Variable Capital Company (VCC) platform, with Allianz Global Investors (“AllianzGI”) as the sub-manager. The launch further expands the Bank’s suite of exclusive, custom-curated investment strategies available to eligible clients. The Signature Select Enhanced Gold Income Fund offers investors a unique combination of […]

Wealth and Asset Management

Quilter CEO not concerned about FNZ’s ‘financial pressures’

August 11, 2026

Quilter’s CEO Steven Levin has said he is not concerned about the ‘financial pressures’ on FNZ and that he is ‘very comfortable’ with its tech partner. FNZ, which provides the custody and platform technology for Quilter, has faced a challenging period, with its losses rising by 98% in 2025 to $1.4bn (£1bn), and the […]

Cookie Notice