Advisors warm up to emerging energy plays in client portfolios
Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.
Wealth and Asset Management
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Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance
First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar
OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System
This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.
Clearstream Partners with Lighthouse Canton for Fund Execution and Custody Capabilities Across Asia and the Middle East
The partnership marks a significant milestone in advancing fund distribution models designed to meet the evolving needs of investors across Asia and the Middle East.
Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations
New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing
LPL Financial Welcomes Longstreet Wealth Management
Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.
The Arbuthnot Latham Q4 market update webinar
Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.
Quilter Cheviot launches tailored discretionary decumulation offering
The new offering will be based on Quilter Cheviot’s Discretionary Portfolio Service models, which will be selected depending on the client’s risk profile, capacity for loss and objectives, with the investment manager tailoring the portfolio to
United Kingdom Faces Largest Wealth Exodus in a Decade
The United Arab Emirates Establishes Itself as the World’s Top Wealth Magnet, Attracting 9,800 New Millionaires Thanks to Its Tax Policies and Attractive Lifestyle
‘Great frustration’: Liontrust eyes cost saving with flows yet to turn
The fund firm announced new cost-saving measures as well as two new mandates as it continues to suffer redemptions.
Sun Life: Singapore’s Millionaires Fear Wealth May Not Endure
The survey shows that more than two-thirds of local millionaires doubt their wealth will extend beyond their children.
Sergio Ermotti still hopes for a compromise on equity capital
He referred to arguments the bank has been making for months.