Wealth and Asset Management Archives - Page 53 of 1535

Money Forward Private Bank partners Fukuoka FG on family office services

August 11, 2026

Money Forward Private Bank has signed a business alliance agreement with Fukuoka Financial Group to expand services for ultra-high-net-worth clients through a family office offering, the companies said on August 10. Under the agreement, Fukuoka FG and its group companies will use Money Forward Private Bank's family office service to provide support tailored to […]

Wealth and Asset Management

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

August 11, 2026

LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and industry professionals for three days focused on growth, innovation and the future of the wealth management industry. The conference theme, Unlocking Boundless Human Potential, explores how innovation across technology, wealth management and […]

Wealth and Asset Management

Deutsche Bank appointed as RMB Clearing Bank for Europe

August 11, 2026

Deutsche Bank has announced that it has been appointed by the People’s Bank of China to serve as a Renminbi (RMB) clearing bank for Europe in Frankfurt. Deutsche Bank will facilitate direct end-to-end processing, clearing and settlement services for cross-border RMB transactions for European financial institutions and businesses, acting as a local bridge to […]

Wealth and Asset Management

WH Ireland adopts MorganAsh platform for vulnerability support

August 11, 2026

WH Ireland has selected the MorganAsh Resilience System (MARS) to support its management of customer vulnerability and Consumer Duty reporting. The wealth management and financial planning firm will use MARS across its retail client base, providing relationship managers with additional tools to identify vulnerable clients and generating structured data to help monitor and assess […]

Wealth and Asset Management

Swiss parliament committee still without deal on UBS capital rules

August 11, 2026

A Swiss parliamentary committee on Tuesday failed to reach a deal on planned new banking regulations for UBS, amid a push by some lawmakers to temper tougher rules drafted by the government after the demise of Credit Suisse. The draft bill envisages making the bank carry some $20 billion in additional Common Equity Tier-1 […]

Wealth and Asset Management

The Intelligent Allocator: The humbling art of stock picking

August 11, 2026

key takeaways. Stock picking is hard because equity market gains are driven by just a tiny handful of firms Fund managers must outperform their fees; successful ones can struggle when their funds grow. The flow of money into passive index-tracking funds also works against stock pickers Active management can thrive when market dispersion widens or […]

Wealth and Asset Management

How Scotia Wealth Management has rolled out its AI platform

August 11, 2026

Each month at WP, we offer a slate of articles and content pieces that go deep on a particular topic. This month, we're focusing on AI in wealth management. The banks are adding AI into their processes, and they’ve identified wealth management as a key area where AI can add efficiency and productivity into […]

Wealth and Asset Management

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

August 11, 2026

Standard Chartered has announced the launch of its ninth sub-fund under its Variable Capital Company (VCC) platform, with Allianz Global Investors (“AllianzGI”) as the sub-manager. The launch further expands the Bank’s suite of exclusive, custom-curated investment strategies available to eligible clients. The Signature Select Enhanced Gold Income Fund offers investors a unique combination of […]

Wealth and Asset Management

Quilter CEO not concerned about FNZ’s ‘financial pressures’

August 11, 2026

Quilter’s CEO Steven Levin has said he is not concerned about the ‘financial pressures’ on FNZ and that he is ‘very comfortable’ with its tech partner. FNZ, which provides the custody and platform technology for Quilter, has faced a challenging period, with its losses rising by 98% in 2025 to $1.4bn (£1bn), and the […]

Wealth and Asset Management

Titanbay and Coller Capital partner to expand access to evergreen secondaries

August 11, 2026

London-based fintech and Titanbay and London-based private markets secondaries specialist Coller Capital have formed a strategic partnership to bring Coller evergreen secondaries funds to European wealth managers through Titanbay’s technology. Private equity secondaries, the buying and selling of existing stakes in private equity funds, provide liquidity in an asset class that is typically illiquid […]

Wealth and Asset Management

AlTi Global Takes $20M Loss on External Manager

August 11, 2026

AlTi Global, the publicly traded wealth management firm with $96 billion in assets, said it experienced a nearly $20 million investment loss on its stake in Arkkan Capital’s Asian Credit and Special Situations stake, one of AlTi’s external managers. During the firm’s second quarter 2026 earnings call, Nancy Curtin, interim CEO and global chief […]

Wealth and Asset Management

Bottom Line: What if clients don’t want to climb the private banking ladder?

August 10, 2026

I had a few interesting conversations last week. They were with different executives, from different institutions, discussing different topics. Yet one theme kept surfacing – the wealth continuum. It has been one of wealth management’s most accepted ideas. Build a relationship with a client early, support them as their wealth grows, and eventually move […]

Cookie Notice