02/20/2023
Rockefeller Global Family Office Welcomes The Jones Connolly Pollock Group, of Winter Park
In addition to The Jones Connolly Pollock Group, this week Rockefeller welcomes Cowles Wealth Partners of Indianapolis, IN to its Midwest Division.
Wealth and Asset Management
02/17/2023
Private Wealth Systems Recognized as Best Reporting Solution for Family Offices
Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution
02/17/2023
Asset Co swings to annual loss as acquisition costs bite
But reflecting the acquisitions, assets under management totalled GBP2.7 billion, up from GBP113 million in the previous financial year.
02/17/2023
Strategies Wealth Advisors Transitions to Become Innovia Wealth
New brand identity for Michigan's fastest-growing RIA reflects changes in wealth management as well as the firm's commitment to innovation and providing clients with a viable path forward
02/17/2023
Tim Davis of Davis Executive Wealth Management Leads Steward Partners in 2022 Business Growth
Follows recognition as asset growth leader in 2021
02/16/2023
Standard Chartered Wealth Management income declines in 2022
This was attributed to customer sentiment becoming more risk-averse in volatile market conditions leading to lower market conditions.
02/15/2023
Huntington Private Bank wins best firm culture from Private Asset Management Awards
Huntington Private Bank won the culture category for medium- to small-size firms.
02/15/2023
At Goldman Sachs Asset Management, a Fixed-Income Shake-Up Was by Design
Samuel Finkelstein is stepping down as global head and CIO of fixed income and liquidity solutions at GSAM.
02/15/2023
Matthew Brenneke of Alpha Wealth Management is bridging the gap between Wall Street and Main Street
Matthew aims to create a line of communication and trust to best serve his clients.
02/15/2023
Five UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Women Wealth Advisors Best-in-State list
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
02/14/2023
Six UBS Private Wealth Advisor Teams in the Southeast Market Named to the Forbes Best-In-State Wealth Management Teams List
The six Private Wealth teams were recognized as some of the best wealth Management Teams in Georgia, Tennessee and Louisiana
02/14/2023
The Markets' Head Has Turned
For some months, the bond market preferred to price the Fed funds rate peaking somewhere near 5% and the Fed then cutting the rates through much of the second half of the year.
02/14/2023
Dentons named Best Family Office Service Provider in New Innovations at Private Asset Management awards
Dentons Family Office and High Net Worth (DFO) sector is a global cross-practice group that services clients across six continents and multiple jurisdictions.
02/14/2023
AIG Announces Plans to Form Independent Managing General Agency to Serve High Net Worth and Ultra High Net Worth Markets
Business to be Rebranded as Private Client Select Insurance Services (PCS)
02/14/2023
TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office
Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards
02/14/2023
Frederick Baerenz and the AOG Wealth Management Team Receive a Huge Welcome to Times Square
AOGFX provides diversified exposure including non-traditional investments.
02/14/2023
BTG Pactual reports record total revenues
BTG Pactual reported strong growth driven by client activity.
02/13/2023
Key Family Wealth Named "Best Multi-Family Office $10B- $20B' at the 2023 Private Asset Management Awards
This is the third consecutive year Key Family Wealth has been honored with this distinction.
02/10/2023
Aspiriant Wins Private Asset Management's Best Private Wealth Manager In Client Service Award
We are honored to be recognized by Private Asset Management for our distinguished commitment to supporting our clients with expanded offerings, resources and new platforms
02/10/2023
NYC Wealth Exodus Drives Billionaire’s Bet on South Florida Boom
Related Cos. is seeking opportunities for real estate projects outside of West Palm Beach and Miami, where the firm has already established a presence.