07/07/2021
Blackstone to Acquire Sphera, a Leading Provider of ESG Software, Data, and Consulting Services, From Genstar Capital for $1.4 Billion
The company has more than 3,000 customers in more than 100 countries.
Wealth and Asset Management
07/07/2021
Two minutes with David Elwell, Director – Family Office US
Wealthy Americans tend to be less globally mobile than their counterparts around the world.
07/07/2021
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Follows Broadridge's investment in TIFIN's Series B round in April
07/07/2021
Kickstand Wealth Advisors Launches Wealth Management Practice in Pittsford, New York
Former Merrill Lynch Advisors go independent with assistance from TruClarity Wealth Advisors
07/06/2021
SVB Financial Group Completes Acquisition of Boston Private
With the acquisition of Boston Private, SVB Private Banking & Wealth Management provides the guidance and solutions that fuel its clients to build wealth and expand opportunities for today and tomorrow.
07/06/2021
JPMorgan Chase buying spree is Jamie Dimon’s busiest in years
Bank has made almost as many acquisitions this year as in the whole of 2020
07/05/2021
More of the Same - Unfortunately
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
07/04/2021
Review OF June And Q2 Asset Market Returns
The lack of growth momentum and limited signs of corporate earnings momentum have hampered market performance.
07/02/2021
Dakota Wealth Management acquires boutique wealth advisory firm
Strategic acquisition expands footprint into the Philadelphia area
07/01/2021
The latest on JPMorgan's big wealth-management plans
The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors
06/30/2021
CircleBlack Launches Major Upgrade to Wealth Management Platform
Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities
06/30/2021
Wealth preservation takes centre stage in Latin America
Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.
06/30/2021
Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
“We took a hard look on where we were and we knew that we needed to do more”
06/29/2021
Harness Wealth raises $15 million to democratize the power of family offices
That high bar means there are still a lot of people with a lot of resources who need hand-holding.
06/29/2021
The Impact Partnership launches Impact Partnership Wealth
The sub-advisor partnership with Market Guard provides a proprietary investment methodology for portfolios
06/29/2021
George Ferizis Group to Join Focus Partner Connectus Wealth Advisors
Joining such a highly collaborative consortium is an exciting new phase for our firm.
06/29/2021
Consulting/Wealth Management Real Estate Survey
Investors that Outsource Fund Administration Value Industry Knowledge, Experience and Client Service, According to Outsourcing and Commercial Real Estate Investment Findings
06/29/2021
JP Morgan to acquire values-based investment specialist
Accelerates ESG investing capabilities for Wealth Management clients
06/28/2021
LaTrobe Financial’s wealth arm the focus for bidders
As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.
06/28/2021
Introducing SS&C Lyric. Bold. Ambitious. Real.
Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.