The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Vistra Fund Solutions Vistra Fund Solutions, a fund administrator, has appointed Andrew O’Shea (pictured) as EVP and head of VFS Europe. Based in Ireland, O’Shea joins the funds leadership team and ...

Citi's licence is a sign that large US banks are deepening their mainland exposure in certain ways, despite trade friction between Washington and Beijing.

LGT Private Banking, the Liechstenstein-headquartered group, explains the impact that AI has on its business processes, and gives thoughts for the future. This article is part of a number of items ...

Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the ...

This article draws on interviews for an upcoming report. The material explores how firms translate AI experimentation into practical value, including the choices around data, implementation and the ...

The latest technology news in the wealth management sector from around the world. Canoe Intelligence, Landytech Canoe Intelligence, an AI-powered data management and intelligence ...

One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of AuM at the end of March this year.

The editor considers what UBS might do if proposed federal Swiss capital rules, likely to be finalised next year, put it in an uncomfortable competitive position against international rivals. When UBS ...

The new marketing boss for the private bank has worked at a variety of firms including JP Morgan Private Bank and Amundi.

This news service is hearing many reports of how A1 is affecting the wealth management industry. The latest case comes from Deutsche Bank's private banking arm. This article continues WealthBriefing’s ...