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Designed for professional investment managers, Wealth Manager readers focus on selecting investments for various clients, including private individuals and financial advisors. Our service assists them by providing insights into investment trends and market signals to guide their asset allocation strategies.

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Banks are falling behind RIAs in adopting AI: Study

1 day ago | citywire.com | Andrew Foerch

While independent RIAs are adopting artificial intelligence (AI) at a steady rate, new data suggests banks and trust companies are lagging increasingly far behind. A study published this week by wealth technology consultancy F2 Strategy found that 74% of wealth management respondents are currently using AI, a percentage which has risen 23% over the last two years.
Trust Watch: Bids boost several names while biotech keeps hurting

2 days ago | citywire.com | James Carthew |Matthew Read

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Mps non esclude interesse per Mediobanca e B.Generali insieme: numeri e modelli delle 3 a confronto

2 days ago | citywire.com | Francesco Colamartino

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Ex-UBS family office boss joins advisory firm

2 days ago | citywire.com | James Phillipps

Former UBS Global Wealth Management family office veteran Thomas Ang has joined advisory firm Lansberg Gersick Advisors as a partner. Ang (pictured) will lead LGA’s global family office practice and oversee its Asia advisory team, the company said in a statement. LGA provides a range of structuring and support services for family businesses and family offices, including around succession and philanthropy.
Friday papers: Elon Musk calls for Trump to be impeached

2 days ago | citywire.com | Daniel Grote |Himanshu Singh |Natalia Vasnier |Dylan Lobo

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The four toughest topics on major asset owners’ agendas right now

2 days ago | citywire.com | Chris Sloley

Institutional asset owners are being forced to rethink their asset allocation mixes, as well as how they approach both ‘ESG’ as a term and regulation as a moving target, while also looking at a world beyond net-zero targets. Those were found to be the four topics dominating discussion as part of Morningstar Indexes and Sustainalytics’ fourth annual deep dive into the thinking of asset owners, which took the form of 25 in-depth, one-on-one interviews.
Here's how KKR's wealth chief plans to scale its platform

2 days ago | citywire.com | Sam Bojarski |Tania Mitra |Andrew Foerch |Ian Wenik

If step one of bringing private assets to the wealth space was product development, KKR is ready to steam ahead on step two: scaling. When Doug Krupa, the firm’s head of global wealth solutions in the Americas, joined the firm six years ago, the US business had only five employees; that has grown to about 70 today. Globally, there are more than 100 personnel dedicated to wealth. KKR’s wealth AUM via its K-series is $22bn.
SEC’s Peirce wants to ease restrictions on private markets access

2 days ago | citywire.com | Eva Thomas

Commissioner Hester Peirce wants to amend the definition of accredited investors as she pushes for retail investors to have more access to private markets. ‘Commission rules and regulations, along with commission staff positions, have contributed to keeping retail investors out of the private markets,’ Peirce during the Securities and Exchange Commission’s (SEC) Emerging Trends in Asset Management conference on Thursday morning.
Helaba ernennt Leiter Konzernstrategie

3 days ago | citywire.com | Serge Debrebant

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Flossbach von Storch ist offen für Rüstung in Artikel-8-Fonds

3 days ago | citywire.com | Serge Debrebant

Über die Frage, ob Rüstungsaktien in Artikel-8-Fonds gehören, läuft eine hitzige Debatte, nachdem Allianz Global Investors und die DWS im April angekündigt hatten, in Zukunft Rüstungswerte in bestimmten Artikel-8-Fonds zuzulassen – und damit implizit deutlich machten, dass solche Investments als nachhaltig beurteilt werden können (siehe Artikel hier und hier).