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.
Wealth and Asset Management
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.
05/09/2022
BTG Pactual reports record quarter ever for revenues and net income
With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y
05/09/2022
How long will the US dollar’s strength continue?
The fear among investors is that QT comes too late, leaving the Fed with no choice but to raise rates so quickly that there is no time to observe the economic impact of each hike, with the risk that the economy falls into recession.
05/09/2022
EP Wealth Adds $349M RIA Firm in Utah
The latest acquisition is St. George, Utah-based Vantage Advisors.
05/08/2022
BofA's Ultra Wealthy Clients Soar
The number of new clients with $10 million or more in assets added in 2021 was up 40% over 2020 and 49% over 2019, Barron's reports.
05/08/2022
Wealthy Americans are buying second passports as a 'plan B' for their families
The top programs grant citizenship to foreigners who invest millions of dollars in the country.
05/06/2022
Raymond James Adds $580M Team From Wells Fargo
The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa.
05/06/2022
UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/06/2022
Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.
The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.