11/01/2022
KPMG: The future of wealth and asset management
The road to success is holistic, hybrid and digitally enabled
Wealth and Asset Management
11/01/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
11/01/2022
JTC Completes Acquisition of New York Private Trust Company (“NYPTC”) in Delaware
The acquisition supports JTC’s strategy to continue its growth in the US market and in particular, to develop its US domestic trust services offering in what is a large and growing market.
11/01/2022
Kingswood U.S. Automated Alts Platform Surpasses 1,200 Subscriptions, $129 Million in Investments in Three Years
Firm Launches Covered Security Submission Portal on its Alts Platform for Advisors to Provide Access to DTC Eligible Covered Securities and Interval Funds
10/31/2022
Credit Suisse Is Said to Tap 20 Banks for Capital Increase
On top of the lead banks -- Morgan Stanley, Royal Bank of Canada, Deutsche Bank AG and Societe Generale SA -- Credit Suisse invited another long list of lenders to help with the underwriting of newly issued shares.
10/31/2022
Minimizing The Cost Of Your Wealth Manager
Without question, most wealth managers strive to deliver substantial value to their clients. However, they are rarely inclined to negotiate their fees.
10/31/2022
TD establishes a wealth management and insurance reporting segment
New alignment of segments reflects the growth and scale of businesses
10/31/2022
Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares
The Impact Classes are available to direct institutional investors in Morgan Stanley Institutional Liquidity Funds Government (IMPXX) and Prime (IMPTXX) portfolios.
10/31/2022
Oppenheimer & Co. Inc. Announces Recruitment of the Meridian Wealth Group to Private Client Division
Addition of Wealth Management Team Continues Ongoing Expansion of Firm's Nashville Office
10/31/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
10/28/2022
Women in Wealth Management Award Finalists Announced
Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.
10/28/2022
Macquarie Group announces $A2,305 million half-year profit
The strong result was primarily driven by positive performances from CGM’s businesses.
10/28/2022
RBC Wealth Management working to make financial services more inclusive, joins Financial Alliance for Racial Equity
As a member of FARE, RBC Wealth Management will focus on creating awareness of opportunities to attract and retain diverse talent to the financial services industry, increasing retention among early career professionals of color and helping mid- to late-c
10/28/2022
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Private Advisor Group has plans to continually evaluate and expand its available strategist solutions with a focus on providing a differentiated experience for both advisors and investors.
10/27/2022
Credit Suisse enters into a framework agreement to transfer a significant portion of its Securitized Products Group and other related financing businesses to Apollo and PIMCO
Credit Suisse’s Securitized Products Group is a full-service, vertically integrated credit solutions provider to a range of incumbent and emerging lenders across residential and commercial real estate, consumer and other asset classes.
10/27/2022
Adding the personal touch to wealth management
Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent
10/27/2022
Apollon Financial Launches to Provide Personalized Wealth Management Solutions
Managing Director of Apollon Financial, Brad Schaffnit, has spent two decades in financial services helping individuals, families and businesses manage their financial futures
10/27/2022
Unicorn Strategic Partners and iCapital® Partner to Provide LATAM Wealth Managers With Access to Institutional-Quality Alternative Investment Opportunities
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region
10/27/2022
Envestnet and FNZ team up
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/26/2022
How one international advisor found her home in the wealth space
Investment counsellor explains how growing up in two countries has shaped her career