01/20/2023
In conjunction with continued strong, organic growth, this partnership aims to accelerate IEQ's quest to transform traditional wealth management through a differentiated investment platform, idea-origination, and the ability to connect, communicate a
01/20/2023
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
01/19/2023
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”
01/19/2023
The slight reversal of a years-long trend toward shrinking headcounts highlighted a very profitable year for the company's wealth arm, which is benefiting from rising interest rates.
01/19/2023
Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.
01/19/2023
Carving out our wealth business in this manner ensures we maintain a laser focus on these clients
01/18/2023
The ranking was compiled by SHOOK Research.
01/18/2023
The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth
01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
01/17/2023
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
01/16/2023
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.
01/16/2023
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
01/16/2023
The bank's wealth management team expect the benchmark S&P 500 to end 2023 at between 4,200 and 4,300 points, up to 12% higher than its 2022 year-end level
01/13/2023
Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.
01/13/2023
Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under
01/13/2023
The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.
01/13/2023
With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.
01/13/2023
‘There is hope that 2023 will be a better year for investors’
01/13/2023
The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund