Wealth firms slow to adopt private market allocations: Study
Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.
Wealth and Asset Management
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Advisor Productivity: Solving the Canadian Integration Gap
Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.
Canaccord Genuity in early talks over possible sale of British wealth arm, sources say
The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.
Truist's third-quarter profit rises on robust wealth management and interest income
Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.
CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management
The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.
LO Women Invest: rethinking ways to boost family ties
This is understandable, since money is often a key source of diverging views.
UBS appoints Chief AI Officer to drive its AI strategy
UBS appoints Daniele Magazzeni as Chief Artificial Intelligence Officer to further advance the firm’s AI strategy.
Nucleus Group’s Third Financial signs landmark deal with Titan Wealth
The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.
Generational wealth transfer set to shift trillions
Together with financial investments, these factors form the top three sources of wealth globally.
NBK Wealth receives ‘Outstanding Private Bank for High-Net-Worth Clients’ award
As part of Private Banker International’s Global Wealth Awards ceremony in Singapore
Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution
The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.
Investment group to acquire stake in Swiss wealth manager
Haute Capital Partners has signed a deal to buy a minority stake in an undisclosed Swiss wealth management firm.