Wealth and Asset Management Archives - Page 27 of 1497

HDFC Bank Transforms Wealth Operations with Finacle Wealth Management Solution

August 4, 2026

Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys and HDFC Bank, India’s leading private sector banks, today announced the successful deployment of the Finacle Wealth Management Solution to power the bank’s digital transformation initiatives. With this deployment, HDFC Bank has replaced its legacy systems, which relied heavily on manual processes, with […]

Wealth and Asset Management

HLB wins six wealth management awards amid transformation push

August 4, 2026

Hong Leong Bank Bhd has won six regional and international wealth management awards as it accelerates its wealth management transformation strategy. In a statement, the bank said HLB Private Bank was named Best Private Bank/Wealth Manager in Malaysia and Singapore at the WealthBriefingAsia Awards, while HLB Priority won Best Bank/Wealth Manager for Emerging Affluent […]

Wealth and Asset Management

AlphaCore takes over Brave Family Advisors

August 4, 2026

AlphaCore Wealth Advisory has acquired Brave Family Advisors, a wealth management firm managing $700m in client assets. The deal broadens AlphaCore’s footprint in the northeastern US, supporting its longer-term expansion plans. Brave was established in 1992 and has worked with high-net-worth and ultra-high-net-worth families for more than 30 years. Its leadership team, […]

Wealth and Asset Management

BNY and Galaxy Collaborate to Advance Digital Asset Infrastructure

August 4, 2026

BNY has announced a strategic collaboration with Galaxy, a global leader in digital assets and data center infrastructure, to further advance digital asset infrastructure for institutional markets, including support for staking, a process that allows eligible digital assets to earn rewards, on BNY’s Digital Asset Custody platform. This will bring together Digital Asset Custody […]

Wealth and Asset Management

Hightower Signature Wealth Adds $2.5B in AUM* Through Addition of Stearns Financial Group

August 4, 2026

Hightower Advisors has announced the addition of Stearns Financial Group (SFG) to Hightower Signature Wealth (HTSW). This addition brings approximately $2.5 billion in AUM* and 30 new team members to HTSW, further expanding its national footprint. With locations in Greensboro and Chapel Hill, North Carolina, SFG has provided comprehensive financial planning since 1991. The […]

Wealth and Asset Management

Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results

August 4, 2026

Fiscal Year 2026 Recurring revenues grew 8% on a reported and constant currency basis Diluted EPS was $9.60 and Adjusted EPS grew 12% to $9.60 Closed sales rose to $305 million Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase Fiscal year 2027 guidance calls for 6-8% Recurring […]

Wealth and Asset Management

WTW Investments and SEI Partner to Expand Private Markets Solutions for Defined Contribution Plans

August 4, 2026

SEI and WTW Investments have announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market. Building on WTW’s experience integrating private markets into defined contribution (DC) solutions since 2018, the relationship combines WTW’s investment research and portfolio implementation capabilities with […]

Wealth and Asset Management

Scaling gap – Why AI investments at the customer interface are wasted

August 4, 2026

Banks, wealth managers, and asset managers are investing heavily in artificial intelligence – but very few have yet achieved profitable growth at the customer interface. A new study reveals where the transformation is stalling. Only 14 percent of banks, wealth managers, and asset managers can profitably scale their client-facing activities – even though 44 […]

Wealth and Asset Management

HSBC offloads $36b loan portfolio to global alts manager

August 3, 2026

HSBC Australia has confirmed the sale of its Australian home and personal loans portfolio – valued at AUD$36 billion – to global alternative assets manager, Blackstone, marking the first stage of the bank’s winding down of its local retail operations over the next 18 months. A statement from HSBC said the transaction comes after […]

Wealth and Asset Management

Morgan Stanley’s IPO after-party: a wealth management bonanza

August 3, 2026

Morgan Stanley is betting a wave of upcoming IPOs will deliver windfalls worth tens of billions of dollars in client assets for its wealth management division, repeating the bonanza from SpaceX’s listing. In the second quarter, the Wall Street bank’s money management business took in more than $74bn in net new assets from IPOs, […]

Wealth and Asset Management

The $3.5 trillion test facing wealth managers

August 3, 2026

Australia’s $3.5 trillion wealth transfer is colliding with a new financial infrastructure shift: tokenised assets are moving from experiment to regulated reality, forcing wealth managers to decide whether they will build the future of investing – or inherit someone else’s. The transition is already underway. Australia’s regulatory framework is bringing digital asset platforms and […]

Wealth and Asset Management

Indosuez to enter European ETF market with four active strategies

August 3, 2026

Indosuez Wealth Management, the global wealth management brand of French banking group Crédit Agricole, will enter the European ETF market with four active strategies through Amundi’s white-label platform. ETF Stream previously reported on the upcoming push in May. The four ETFs registered with Irish regulators are: Indosuez US Equity Enhanced UCITS ETF Indosuez Eurozone […]

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