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Wells Fargo is leaning into its technology and investment offerings, as the bank seeks to bolster its wealth division and strengthen its relationships with affluent clients.  “We have made significant investments in our technology platforms and expanded investment capabilities to provide advisors with a stronger platform to serve clients,” Chief Executive Officer Charlie Scharf said on the

Morgan Stanley has posted record growth figures in client assets for the third quarter across its wealth management division, widely driven by assets flowing into initial public offerings.  The investment bank’s wealth unit added $232 billion in net new assets, as IPOs continue to act as a strong contributor to the bank’s revenue, Chief Investment Officer Ted Pick said during the wealth unit’s quarterly

Partners Group has launched a global multisector private credit income strategy, available to institutional and private wealth investors worldwide through an open-ended evergreen vehicle. The strategy targets returns in the high single digits to low double digits, generated largely through income. It will invest across senior direct lending, credit secondaries, fund financing, royalties, opportunistic credit

For decades, wealth management firms viewed proprietary, custom-built software as the ultimate competitive edge—a badge of honor proving their technology was as tailored as their client advice. Today, that legacy infrastructure is rapidly becoming an anchor. Nimble, off-the-shelf vendor platforms now deliver superior functionality, faster deployment, and lower total cost of ownership than costly home-grown