03/17/2023
Wealthy Investors, Family Offices Reallocate Funds Following SVB Collapse
Experts say that SVB's collapse has been a wake-up call for wealthy individuals with cash reserves.
Wealth & Asset Management
03/15/2023
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/10/2023
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
03/07/2023
Droit gets UBS backing for expansion into wealth management
“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”
03/06/2023
Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
03/03/2023
Liechtenstein bank Kaiser Partner joins SIX Digital Exchange for digital securities
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
03/01/2023
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
Allfunds publishes its preliminary 2022 financial results and announces the closing of the MainStreet majority stake acquisition
It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.
02/28/2023
Sanctuary Wealth Expands Advisor Toolbox by Partnering With Pontera
Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets
02/23/2023
KGI Asia Sage leverages Extramile to craft extraordinary wealth solution
Extramile further empowers KGI Asia's professional team's ability to offer unrivalled structured products solutions based on clients' need anytime, anywhere.
02/23/2023
Wells Fargo to Launch Digital Platform for Wealth Management
Consumers are increasingly using digital channels for their wealth management needs.
02/22/2023
Digital Customer Experience: where is wealth management?
Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.
02/21/2023
Sanctuary Wealth Partner Alluvial Private Wealth Expands With New Office in Cleveland Opportunity Zone
Randy and Kerry Bliss have built a highly successful business by delivering outstanding service and advice to their clients.
02/20/2023
SimCorp’s Client Communications Expert on Evolving the Client Experience in Wealth Management
The Copenhagen-headquartered and global group of over 2000 employees is at the cutting edge of helping their customers adopt the optimal technologies and protocols to fit client needs and help differentiate the client experience in the global wealth and i
02/17/2023
McKinsey: Asia’s Booming Affluent Segments Introduce New Opportunities in Digital Wealth
In 2021, the wealth pool of households with investable assets of US$100,000 to US$1 million in Asia totaled US$2.7 trillion.
02/15/2023
FusionIQ, DriveWealth To Form Digital Investing Platform Alliance At BISA 2023 Annual Convention
Cutting-Edge Digital Wealth Platform Provider and Pioneering Global Fintech Firm To Partner At Leading Financial Services Conference
02/08/2023
Robo adviser Exo Investing shuttered after Abrdn scraps acquisition plan
Just six months since Abrdn said it would not acquire Exo Investing, and instead make an investment into its parent company Nucoro, the platform is set to close.
02/02/2023
Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’
Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients as they seek to differentiate in a competitive environment, facilitating stronger access, engagement and participation from end u