06/10/2022
BNY Mellon Wealth Taps BofA, Citi for Boston Hires
Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.
Wealth and Asset Management
06/09/2022
Global Wealth Grew by Double Digits to $530 Trillion in 2021, Despite Continued Crises
Rise of 10.6% Is the Highest Annual Rate in More Than a Decade, Creating $26 Trillion in New Private Wealth, but Digital Leaders Threaten Traditional Players' Dominance, According to a New BCG Report
06/09/2022
Credit Suisse: State Street Takeover Coming Soon?
On Wednesday, Credit Suisse’s made its third consecutive profit warning for this year when it indicated that it expects to lose money in the second quarter.
06/09/2022
Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation
Expands Mercer Advisors' California Footprint
06/09/2022
Lovell Minnick Partners to take majority ownership in London & Capital
The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.
06/09/2022
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.
06/09/2022
Mercer Advisors Acquires Bivin and Associates, Inc.
They endeavor to know and understand a client's financial situation and provide the highest quality information, services, and investment advice to help clients reach their goals.
06/08/2022
Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.
06/08/2022
BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers
Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.
06/07/2022
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.
06/07/2022
Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
06/03/2022
Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors
Bank welcomes key industry hires in private and commercial banking
06/03/2022
UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.
06/03/2022
WealthManagement.com Announces 2022 'Wealthies' Finalists
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.
06/03/2022
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results
Fiscal 2022 common share year dividend payout increased 28% year-over-year
06/02/2022
UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/01/2022
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
06/01/2022
Worldsource Wealth Management launches Conquest Planning’s intuitive financial planning solution
Worldsource now offering platform as an enterprise-wide solution to entire Wealth Management segment
06/01/2022
Why Do The Ultra-Wealthy Use Private Banks?
Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.