Wealth and Asset Management

14931 articles found

Wealth and Asset Management

Artificial intelligence enters Credem to improve customer portfolios

The Emilia-based bank introduces new digital systems to improve the quality of its financial advisory services. The platform analyzes data every night and provides automatic recommendations to the company's advisors.   Credem Group has unveiled the evolution of its service model for private and upper-affluent clients, namely high-net-worth savers. The banking institution has decided to […]
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Wealth and Asset Management

Is the wealth management industry scalable?

The wealth management industry is “not scalable” at the present time, claimed Tariq Khan, business developmentdirector UK and MENA at wealth technology firm Objectway. Speaking to thewealthnet at Objectway’s 2026 Customer Conference, Mr Khan highlighted the benefits that will comefrom achieving scalability.   It is widely accepted that wealth managers are well-trusted by their clients […]
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Wealth and Asset Management

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Kyndryl and Broadridge Financial Solutions, Inc. have announced an extension of their longstanding relationship strengthening core platforms and integrating AI-enabled operations alongside quantum-safe capabilities.    Under the expanded agreement, Kyndryl Bridge Opens in new tab, Kyndryl’s AI-powered open integration platform, and Kyndryl's Agentic AI Framework Opens in new tabwill be leveraged to support Broadridge’s strategy […]
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Wealth and Asset Management

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

Broadridge Financial Solutions Inc. has announced an enhancement of its NYFIX platform, enabling clients to access overnight U.S. equity liquidity through a new integration with CAPIS, an institutional brokerage firm.    The strategic collaboration strengthens Broadridge’s trading and connectivity capabilities, giving broker-dealers and institutional clients seamless access to extended-hours liquidity across more than 4,000 NMS […]
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Wealth and Asset Management

Acquisition flurry adds £2bn in assets to wealth management consolidator

Fairstone Financial Management, one of the most active consolidators in the UK’s booming wealth management M&A market, has added a further £2 billion in client assets following a slew of acquisitions during the early months of 2026.   The Sunderland-headquartered company completed eight acquisitions during the first quarter of 2026, purchasing companies across England, Scotland […]
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Wealth and Asset Management

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, the leading wealth management bank in the Principality, alongside Crédit Agricole CIB and Crédit Agricole S.A., renewed its partnership with the Monaco Blue Initiative and the Blue Economy & Finance Forum, which will take place in Monaco from 27 to 29 May 2026.    Organised by the Prince Albert II of Monaco Foundation […]
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Wealth and Asset Management

TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region

TIFIN.AI has announced the launch of TIFIN Australia, marking a significant step in the firm’s continued global expansion and its mission to use artificial intelligence to improve financial outcomes worldwide.    The launch builds on the firm’s international growth, following its expansion into Japan and India, and reflects the company’s commitment to combining its global […]
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Wealth and Asset Management

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

Brookfield Corporation and Brookfield Wealth Solutions has announced that their respective boards of directors have approved the previously announced transaction to further simplify their corporate structure under one publicly traded company, Brookfield Corporation Ltd. (together with its subsidiaries, the “Company”), to be listed on the NYSE and the TSX under the symbol “BN” (“Transaction”).   […]
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Wealth and Asset Management

Where the Next Wave of Wealth Is Coming From

Key Takeaways Emerging markets will drive the next wave of affluent and high-net-worth growth—yet most wealth managers aren't paying attention. Emerging markets will account for roughly 9% of global wealth growth by 2030, with over 1 million new dollar millionaires being created. Markets such as Vietnam that offer high-growth and low wealth-management maturity offer the […]
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