05/27/2020
The return of the global wealth manager?
Covid-19 may accelerate larger wealth managers’ global ambitions.
Wealth and Asset Management
05/26/2020
BMO Creates Dedicated Online Resource Hubs for Canadians Français
These new online hubs provide consumers and business owners with access to our best in class expertise through timely, relevant financial advice and resources, at their convenience.
05/25/2020
Work reimagined: a two-geared approach to reopening and transforming your business
How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.
05/24/2020
Top Global Wealth Management And Advisory Companies In The World For 2020
These are the leading wealth firms – manage many Trillions of Dollars in Assets.
05/22/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
The new group combines an open-architecture approach with the proprietary investment capabilities of BNY Mellon's eight specialist investment firms
05/22/2020
Julius Baer reportedly scouting Miami talent for new offshore hub
However, reports that interviews have taken place indicate that Sanchez’s plan to establish a hub for the wealth market in Miami, first revealed back in the summer of 2018, are potentially underway once again.
05/22/2020
UBS Recruits $13 Million Bernstein Private Wealth Team in Texas
UBS in January lured a $16.7-million team in North Carolina servicing wealthy clients at Merrill Lynch. Last month, it hired Justin Low, who was producing $1.4 million at a Morgan Stanley branch in Phoenix.
05/21/2020
Citigroup to launch new sustainability unit
The bank is also forming an advisory group comprising external experts on topics including climate and earth sciences.
05/21/2020
Canaccord Genuity Wealth Management Selected as Platform Provider for Morgan Stanley's Wealth Management Entry Into Canada
Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.
05/21/2020
Brave New Coin launches digital wealth management platform
The platform tracks thousands of assets and trading pairs in real time by aggregating data from more than 20 exchanges.
05/21/2020
JPMorgan Revamps Management of Bank-Branch Brokers
The bank currently serves about 1.0% of the high-net-worth market and 8.0% of the “ultra-high-net-worth” market, officials said at a recent investors conference.
05/21/2020
Fidelity Dangles Rewards Program for Wealthy Retail Clients
The new rewards program is being rolled out to in-house clients with a minimum of $250,000, not the firm's RIA custody business.
05/21/2020
BNY Mellon Investment Management Launches BNY Mellon Investor Solutions
The new group combines an open-architecture approach with the proprietary investment capabilities of BNY Mellon's eight specialist investment firms.
05/20/2020
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Recognition of an exceptional career in Financial Services
05/20/2020
Four Strategies That Banks Can Use To Position For Family Offices
Banks may choose to target HNWI, UHNWIs
05/20/2020
Morgan Stanley expanding further into Canada with new wealth management service
The company will hire for jobs in Calgary and Toronto
05/19/2020
Median Total Master Trust Return Negative in Q1 2020
Equity market sell off results in lowest median quarterly return since Q4 2008
05/19/2020
Pacific Funds Added To Oranj Wealth Management Platform
The Pacific Funds lineup includes fixed income, equity and multi-asset strategies designed for income generation.
05/19/2020
MAI Capital Management buys $225m NYC RIA
Acquisition bolsters MAI’s New York City presence and adds robust investment management group
05/17/2020
The Future Of Work Now: Morgan Stanley’s Financial Advisors And The Next Best Offer System
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.