Supporting the Transformation of Private Asset Management
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
Wealth and Asset Management
14936 articles found
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
HSBC tightens AML controls with Middle East exit
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.
Could Lloyds buy Quilter? Bank sees logic in a wealth play
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
Harbor Vest strengthens its presence in Zurich
The private markets specialist is expanding its team in Switzerland due to increasing demand.
Fairstone expands in East Anglia with latest acquisition
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook
Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.
Partners Group paints upbeat picture of private markets, up to a point
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
Josh Brown's RIA keeps growing at $1 billion a year (on average) — with a radically organic business model –and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)
Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)