Citi taps wealthtech firm Advyzon for global UMA program
Advyzon's program will consolidate Citi Wealth's existing investment products, ETFs and mutual funds into a single account structure...
Tag : Wealth Management
Investors remain bullish despite headwinds, says Morgan Stanley
More than half of investors point to IT as the sector with the greatest potential, said Morgan Stanley Wealth Management...
Australian wealth management company JBWere concludes leadership changes
JBWere started 2026 on a bad note, as it lost advice executive Andrew Bird after a decade, who moved to join UBS for the second time...
GenAM zeroes in on Russell Busst as its next CEO
Busst is currently CEO and chief investment officer for Conning’s European operations, which sit within Generali Investments...
AlTi Global appoints Nancy Curtin as interim CEO as Michael Tiedemann departs
Nancy Curtin previously was the Chief Investment Officer and Head of Investments at Alvarium Investments, until it merged to create AlTi...
Bank of Montreal to open around 150 financial centres in United States
In 2023, Bank of Montreal bought BNP Paribas' US unit, Bank of the West, for USD 16.3 billion...
Tax efficiency quietly builds wealth: The Continental Group’s Kapil Sharma
Wealth management is a dynamic process that evolves alongside life stages...
Boost for Saudi’s wealth management sector as Goldman Sachs sets up division in Kingdom
Goldman Sachs Private Wealth Management division is primarily focused on creating customised personalised management strategies for ultra-high net worth individuals...
IF Insights: How AI is transforming the future of wealth management
While technological advancements are opening new doors, regulatory requirements are burdening wealth management teams as well...