Wealth and Asset Management

15321 articles found

Wealth and Asset Management

Independent Wealth Managers: Beware of «Shadow AI»

Independent wealth managers carry essentially the same supervisory duties as the big banks, but with a fraction of their resources. Artificial intelligence promises efficiency gains.    Yet without convincing, approved tools, «shadow AI» spreads – and with it the risk to client data.    Peter Alder, chief operating officer and head of compliance at Marcuard […]
Read More
Wealth and Asset Management

Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy

Brightwood Capital Advisors, a private credit firm focused on middle-market companies, and Coastline Wealth Management, a growing independent wealth management platform, closed a senior secured credit facility to support Coastline’s continued growth and acquisition strategy.   Concurrently with this financing, Coastline also completed 12 acquisitions, consisting of a combination of full and partial practice acquisitions, […]
Read More
Wealth and Asset Management

Praxis BVI recognised in Chambers High Net Worth Guide 2026

Praxis’ British Virgin Islands (BVI) Private Wealth team has been recognised in the Chambers High Net Worth Guide 2026, reinforcing the strength of the Group’s fiduciary offering in the jurisdiction.   The Chambers High Net Worth Guide identifies leading professional advisers to high-net-worth individuals and families around the world, with rankings informed by independent research […]
Read More
Executive Moves

Quilter Cheviot appoints John Moore to Edinburgh office

Moore will report to Richard Taylor, head of the Edinburgh office at Quilter Cheviot. Quilter Cheviot has appointed well-regarded investment manager John Moore to its Edinburgh office, strengthening the firm’s investment capability in Scotland and support for advisers and high net worth clients across the region. Moore joins Quilter Cheviot as an investment manager following […]
Read More
Wealth and Asset Management

Wealth manager expands in North East heartland

A national wealth management firm has expanded in its North East heartland with the acquisition of two independent financial advice businesses managing a combined £183 million in client assets.   Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.   Grainger has provided financial planning and […]
Read More
Wealth and Asset Management

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Standard Chartered and HSBC have announced the successful completion of bank-to-bank tokenised deposit interoperability through the execution of the first live cross-border transaction on Swift’s blockchain-based ledger.   This marks a milestone in the use of tokenised deposits by regulated financial institutions to issue, transfer, record and settle tokenised deposits through Swift’s blockchain-based ledger, not […]
Read More
Wealth and Asset Management

Trust overtakes fees when investors choose wealth managers

Trust, reputation and transparency are becoming the most important factors influencing how consumers choose wealth management providers, according to new research from TransUnion.   The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.   Almost two-thirds (65%) of […]
Read More
1 … 41 42 43 44 45 … 1,277