05/29/2018
Wealth manager files for IPO to raise $100m
“We recognise that being a public company comes with responsibility that goes beyond just the legal standards. We intend to manage Focus with a high level of transparency and continue to invest carefully and manage the business with a long-term pers
05/28/2018
This $4.5M advisor courts UHNW clients on three continents
He first joined partners Daniele Conci and Edouard Crepy at BNP Paribas in Miami before moving the team to Morgan Stanley in 2011.
05/27/2018
Swiss banks ‘best placed’ in industry ripe for consolidation, JPMorgan says
05/25/2018
The group’s CET1 ratio was 10.9% as at 30 April 2018, while leverage ratio was 4.3%.
05/25/2018
The former White House staffer who became a leveraged-buyout legend will directly oversee Declaration Capital.
05/23/2018
Wirehouse creates two new training programs and brings in a firm to help it find ethnically diverse candidates
05/23/2018
Canaccord Genuity opens new wealth management office
This development supports the Company's objective of selectively recruiting top industry talent in pursuit of growing its assets under management and administration and operating the premiere independent wealth management business in Canada.
05/23/2018
The firm educates families on how to adjust to the elevated cost of living in the U.S.
05/23/2018
The CEO of Ellevest and chair of both Ellevate Network and Pax Ellevate Global Women’s Index Fund is all about elevating women in the global economy.
05/23/2018
The asset-management industry has seen a wave of mergers as investors’ shift to passive strategies has put pressure on firms to increase scale and cut costs.
05/21/2018
Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.
05/21/2018
If you were to ask a non-real estate family to examine a deal in their own field, they could size up the opportunity in a matter of minutes.
05/21/2018
“We’ve worked for years to develop and deepen our client relationships, even serving up to three generations of families, and believe moving toward independence will allow those relationships to grow,” Steve Battel says in the press rele
05/21/2018
The JPM AM platform provides alternative investments such as hedge funds, real estate deals and private equity vehicles to high-net worth individuals.
05/17/2018
Insurance solutions offer several advantages to goals-based investing including: tax deferral, death benefits, guaranteed income, principle protection and estate planning.
05/17/2018
The firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
05/16/2018
The winners: Top Women in Asset Management Awards
The #MeToo movement has helped to not only uncover egregious abuses
05/16/2018
Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts
Boeding’s Epiq Capital will cater to ultra-wealthy clientele
05/15/2018
Is Envestnet’s market dominance also its weakness?
The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.
05/15/2018
Clients’ digital ways have advisers jumping headfirst into fintech
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.