HSBC Rolls Out AI Ecosystem for Private Bankers
This will then be translated into market insights and personalized investment strategies for clients.
Wealth and Asset Management
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UBS warns impacted former staff three months after data leak
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
Global Wealth Reset: How Wealth Managers Are Racing to Keep Up
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
Capital Group: Women Are Underinvesting Their Inheritances
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.
After watching advisors walk, UBS adjusts pay plan, a boost for some advisors
“I think it’s too little, too late,” said one industry recruiter.
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.
PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions
The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.
Morningstar Wealth partners with Mabel Insights to improve MPS support
The firms said the collaboration will provide financial advisers with deeper insights
TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships
Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services
HSBC Private Bank unveils new AI-driven platform
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.
Raiffeisen Switzerland extends the current strategy period until the end of 2026
The adoption of the new Group strategy will be postponed until the end of 2026.