05/19/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
Wealth and Asset Management
05/18/2022
Wealthy Donors Are Adjusting Philanthropy Plans
The majority of the 200 respondents (160) reported assets of between $5 million and $24.9 million.
05/18/2022
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/18/2022
Samson Wealth Management Group to Join Focus Partner Firm XML Financial Group
This transaction will expand the infrastructure and support resources for both Samson Wealth Management and XML, positioning the combined firm for future growth opportunities.
05/17/2022
Independent firm adds new advisor talent to its roster
Two practices bring with them combined assets of $335 million
05/17/2022
FNZ makes investment in GIST to accelerate sustainable investing globally
This means retail investors, their advisers and wealth managers can better understand the issues that matter most to them and address these by allocating capital accordingly, making investment part of the solution to global challenges.
05/15/2022
JPMorgan builds global bet on wealth of the ultra-rich
JPMorgan has hired at least a dozen private-banking executives in the past year from rivals including Credit Suisse Group, Citigroup and UBS Group to achieve that goal.
05/13/2022
Manulife's wealth management business gains as demand rebounds
The firm also reported double-digit growth for its Canada and US insurance operations
05/13/2022
Plugging Tech Into Wealth Management
Technology is the answer for wealth management, as much as it is for any other industry seeking to target and serve clients in a more personalized way.
05/13/2022
Brookfield to spin off asset management business
A 25% stake in the new company will be distributed to shareholders by year’s end
05/13/2022
Private Wealth Systems Recognized for Excellence
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
05/12/2022
Emigrant stakes $7bn Australian wealth firm
The company employs 28 advisors and has 39 partners, who retain an 80% stake in the company.
05/12/2022
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets
05/11/2022
J.P. Morgan named ‘Best Private Bank’ in world
Indeed, J.P. Morgan dominated the 2022 Euromoney awards—receiving more than any other firm.
05/10/2022
Citi to hire 700 private bankers
The new offices are located at the bank’s existing locations in both cities.
05/10/2022
Two UBS Advisors Named to the Barron’s Top 100 Financial Advisors List
Greg Cash and Mitchell Wickham joined UBS Private Wealth Management in 2020, after spending more than two decades at Merrill Private Wealth Management.
05/10/2022
Ascent Wealth Partners Rejoins Dynasty Financial Partners Network
Upstate New York Firm with Three Locations Rejoins the Dynasty Financial Partners Network
05/10/2022
CI Private Wealth to Establish Trust Company
Move highlights continued development of fast-growing private wealth firm
05/09/2022
Andes Wealth Technologies Named Winner of 2022
The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all of the world’s major wealth management centers.
05/09/2022
What Many Wealthy Families Get Wrong About 'Great' Wealth Managers
When searching for wealth managers, a large majority of the wealthy focus intently on one characteristic.