Wealth and Asset Management

15256 articles found

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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Wealth and Asset Management

Axa Group launches wealth management platform for UNHW individuals in Asia

Axa Group on Monday announced the launch of a new wealth management platform for high-net-worth (HNW) and ultra-high-net-worth (UNHW) individuals.   The new platform, Axa Global Private (AGP), will give customers access to multi-jurisdictional wealth planning and lifestyle protection solutions.   Thomas Buberl, Chief Executive Officer of Axa Group, said, “The HNW segment is experiencing […]
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Wealth and Asset Management

Deutsche Bank wins three top honours at the Global Private Banking Innovation Awards 2026

Deutsche Bank’s Private Bank has won three major global titles at the Global Private Banking Innovation Awards 2026 – a strong recognition of the progress Private Bank teams have made over the past year for ultra-high-net-worth clients, entrepreneurs and family offices.   These awards reflect the dedication, collaboration and expertise of colleagues across the Private […]
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Wealth and Asset Management

Top Commercial Bankers & Private Wealth Bankers 2026

Orange County’s top financial institutions are represented by standout professionals from California Bank & Trust, Citizens Private Bank, Columbia Bank, CommerceWest Bank, First Foundation Advisors, Flagstar Bank, Mercer Advisors, MidFirst Bank, PNC Bank, PNC Private Bank, Sunflower Bank, and U.S. Bank Private Wealth Management.    These leading commercial bankers and private wealth bankers are driving […]
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Wealth and Asset Management

Private banks turn to health, wellness and education offerings to stand out in wealth management

As competition for clients intensifies, private banks in Singapore are providing lifestyle offerings for affluent clients beyond their traditional wealth-management services.   Healthcare access, concierge services and even education advisory are among the services they have rolled out.   The shift reflects how banks are trying to differentiate themselves in an increasingly crowded wealth management […]
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Wealth and Asset Management

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

RBC Dominion Securities has been recognized by its advisors as the highest-rated bank-owned investment dealer in Canada in Investment Executive's 2026 Brokerage Report Card.    The recognition marks the 20th consecutive year RBC DS has earned top standing in the Report Card.   As part of the research process, Investment Executive surveyed investment advisors from […]
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Wealth and Asset Management

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Northern Trust has announced its formal application for exemptive relief to offer Exchange-Traded Fund (ETF) share classes alongside existing mutual fund share classes for certain adviser series within its two sponsored series trusts: Advisers Investment Trust and Datum One Series Trust®.    Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support […]
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Wealth and Asset Management

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

Broadridge Financial Solutions, Inc. has announced that its Distributed Ledger Repo (DLR) processed an average of $362 billion in daily repo transactions during May, with volumes totaling $7.2 trillion.    The daily average is a 220% increase year-over-year, underscoring the continued adoption of tokenized real-asset settlement and the growing role of distributed ledger technology as […]
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Wealth and Asset Management

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald has announced the launch of Brooks Macdonald Strategic Partnerships (BMSP), a new offering designed to help ambitious independent financial advice firms harness the advantages of Brooks Macdonald’s scale while retaining their independence, culture and client relationships.   The launch responds to growing demand across the UK advice market for deeper strategic partnerships that […]
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