Wealth and Asset Management Archives - Page 397 of 1500

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

January 31, 2025

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

Wealth and Asset Management

Wealth Management Firms Embrace Independence And Growth

January 31, 2025

Recent developments within the wealth management sector indicate significant shifts as firms restructure and expand to adapt to the needs of their clients.

Wealth and Asset Management

Fuel Ventures invests £4M in Prosper for AI wealth management

January 31, 2025

The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.

Wealth and Asset Management

Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services

January 31, 2025

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

Wealth and Asset Management

How Ultra-High Net Worth Individuals Manage Wealth Across Generations

January 31, 2025

To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.

Wealth and Asset Management

Cinerius-backed SSI Group buys Zurich IAM

January 31, 2025

SSI Group acquires Huber & Partner, bringing its assets under management to CHF 2.3bn.

Wealth and Asset Management

Zurich asset manager joins SSI Group

January 31, 2025

Huber & Partner is joining the asset manager SSI Group.

Wealth and Asset Management

Postfinance, UBS, ZKB: The most important messages from the CEOs

January 31, 2025

The program of the 23rd "Vision Bank - Vision Financial Center Switzerland" forum on the topic of "Evolution of banking models" organized by "Finance and Economy" (FuW) was packed.

Wealth and Asset Management

BankMed (Suisse) SA becomes Banque Des Monts Blancs

January 31, 2025

The years 2023 and 2024 marked a pivotal turning point for the bank, which underwent a comprehensive repositioning and restructuring.

Wealth and Asset Management

MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves

January 31, 2025

The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.