12/17/2020
The acquisition adds more than $5.5 billion of assets under advisement, of which a large portion relates to assets administered on behalf of ultra-high net worth families, and expands Guardian’s current core wealth management capabilities in the ult
12/17/2020
According to a 2018 piece in The Economist, family offices managed assets worth an estimated $4 trillion, surpassing the global hedge fund industry and allowing them to compete with established qualified investors in some of the most attractive, albeit mo
12/15/2020
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.
12/15/2020
The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.
12/15/2020
Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.
12/15/2020
The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.