Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Ascentix Partners has launched its new thought leadership series, Strategic Framework, with its inaugural issue on succession planning in wealth management. Going forward, each issue of the series will deliver an analytical framework for decision-making on a top of mind industry topic that can be seamlessly adapted by wealth management leadership teams.   Titled Founders […]
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Wealth and Asset Management

CBC Wealth named best private bank for NextGen clients at Euromoney Private Banking Awards 2026

Rizal Commercial Banking Corp. (RCBC) has solidified its leadership in the shifting landscape of Philippine wealth, earning the prestigious title of Best Private Bank for Next Generation Clients at the Euromoney Private Banking Awards 2026.   The recognition affirms RCBC Wealth’s strategic focus on engaging the next generation of Filipino wealth holders, an increasingly influential […]
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Wealth and Asset Management

HSBC Private Bank Launches new offering for wealthy clients

HSBC Private Bank has launched a new offering aimed at giving ultra-high-net-worth (UHNW) individuals and family offices greater access to private market investments and the global innovation economy.   The new proposition, called «HSBC Access», will provide eligible clients with opportunities to invest in selected technology and start-up companies served by HSBC Innovation Banking, marking […]
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Wealth and Asset Management

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, marking the next stage in Mattioli Woods’ strategic evolution, following the formal merger of both companies in October 2025.   With £25 billion in assets under management, administration and advice, the combined group serves more than 30,000 clients and employs […]
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Wealth and Asset Management

Why DNB Is Expanding on Both Switzerland and Spain

Norwegian asset manager DNB Asset Management is expanding its European footprint. The firm is establishing a presence in both Switzerland and Spain, viewing the two countries as key strategic markets—albeit for very different reasons.   When it comes to banking and asset management in Norway, DNB is impossible to overlook. The country’s largest bank and […]
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Wealth and Asset Management

Mashreq partners Neovision Wealth for private markets platform

Mashreq Private Bank has partnered with fund and investment advisory firm Neovision Wealth Management, as well as Red Lions Capital and Digital Investment Platform to create a private markets infrastructure.   The private bank has collaborated with research and technology firm Red Lions Capital in connection with an investment executed through an ADGM-domiciled fund structure, […]
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Wealth and Asset Management

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

Temenos AG has announced that it has entered into a definitive agreement to acquire additiv AG (“additiv”), a Switzerland-based fintech company that provides a specialist platform to orchestrate financial services (the “Transaction”).    The company integrates process steps and data into a single orchestration layer for wealth and other financial services workflows. additiv will become […]
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Wealth and Asset Management

HSBC doubles down on Taiwan

HSBC Holdings PLC is deepening its commitment to Taiwan as the economy emerges as one of the bank’s fastest-growing markets globally, driven by an artificial intelligence (AI) investment boom, expanding cross-border trade, and rising wealth creation.   “The advantage that Taiwan has is a growth story linked to the semiconductor and broader AI industries, strong […]
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Wealth and Asset Management

Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares

Morgan Stanley Wealth Management has announced a new referral arrangement with Galaxy Digital through which eligible clients can lend cryptocurrency to Galaxy and receive shares of exchange‑traded products (“ETPs”) with exposure to spot crypto, including, but not limited to, the Morgan Stanley Bitcoin Trust (MSBT), offered by Morgan Stanley Investment Management.   This model is […]
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