04/11/2023
“We’re excited to expand on our collaboration with BlackRock as we bring its professionally managed Fixed Income SMAs to the OPS platform,”
04/11/2023
Pershing X develops a platform that consolidates financial data.
04/06/2023
Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.
04/06/2023
Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.
04/06/2023
Recent surveys indicate a high demand over the next two years from family offices for illiquid assets, including real estate.
04/06/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/05/2023
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
Five J.P. Morgan advisors named America’s Top Wealth Advisors
04/04/2023
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/04/2023
RBC will have exclusive distribution of Onex alts products under the DS and PH&N channels
04/04/2023
This transition to ownership under common equity and subsequent amalgamation of operations will result in a merger of equals, creating a truly national independent firm poised for continued growth.
04/03/2023
CIPW Trust to offer broad range of trust solutions
04/03/2023
Statistics Canada data shows that the bottom 40% of wealth holders lost out last year
04/03/2023
Credit Suisse acquisition combines two regional powerhouses
03/31/2023
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.
03/31/2023
Firm Welcomes Massachusetts-based Stakeholders Capital and Sheetal Bagde of California-based Cognizant Wealth to Growing National Presence
03/31/2023
$800 million team from Morgan Stanley partners with Sanctuary to enhance its client offering and scale its family office business for future growth
03/30/2023
In an emailed statement, Credit Suisse said it did not tolerate tax evasion and that it had been cooperating with U.S. authorities.
03/30/2023
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.