01/27/2022
The company continued to expand the client base utilizing its asset management, private banking, commercial banking, and treasury and liquidity management capabilities, while all of its businesses enter 2022 with strong new business pipelines
01/26/2022
The firm's expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning technology
01/25/2022
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
01/25/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/24/2022
The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota
01/24/2022
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.
01/24/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/21/2022
Crestone's 14 shareholders continue to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.
01/20/2022
Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year
01/20/2022
Combined firm to have additional focus on women and wealth
01/20/2022
Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.
01/18/2022
The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.
01/18/2022
If you work for Credit Suisse's investment bank in America, having Meissner in the locality is a good thing.
01/18/2022
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
01/14/2022
Zoe Announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
01/14/2022
This pool of money – which is spread across wealth managers, private banks and other providers of investment services to high net worth individuals – is not only unlikely to dissipate anytime soon, but is also one that is increasingly looking
01/14/2022
Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.
01/14/2022
Organizations Struggle to Consistently Authenticate Users and Devices
01/14/2022
SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.
01/13/2022
Gatesman added that they onboarded over $16bn in international client assets through the new hires.