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Wealth and Asset Management

07/28/2020

Back to the Future by Oppenheimer & Co.

The effects of the Covid -19 resurgence on economic activity will be of key interest to investors this week.

07/28/2020

CIBC Asset Management launches two global equity ETFs Français

This ETF intends to provide investors access to international opportunities that are not readily available in Canada or the United States.

07/28/2020

UBS Advisor Xi Qiao Ranked as the #1 Next-Generation Wealth Advisor by Forbes and SHOOK Research

Recognition of an exceptional career in Financial Services

07/28/2020

Jeff Bezos and Tom Cruise both passed on this US$1 billion Los Angeles mountain ... and then it sold for US$100,000

What happened to ‘The Mountain’? Feds seized the highest peak in Beverly Hills, California, which is at the centre of an alleged fraud case involving former Kuwaiti officials buying real estate, a private jet and a yacht with public money

07/27/2020

The message behind gold's rally: The world economy is in trouble

Analysts have been predicting huge upside for gold for several months

07/27/2020

Mirabaud Asset Management acquires prime US properties for $95m

"We aim to offer our clients in the Middle East alternative geographical locations for real estate investments," stated Mirabaud.

07/24/2020

Silver prices outshine gold to hit seven-year high

The rush to buy precious metals comes as investors search for reliable stores of value due to fears about the global coronavirus recession and the strength of the recovery.

07/24/2020

Gold nears all-time high as growth concerns buoy haven demand

UBS Group AG raised its near-term forecast for gold to reach $2 000 an ounce by the end of September, citing its qualities as a diversifier in a low-rate world.

07/24/2020

Argentina Confronts its Multi-Billion Dollar Offshore Wealth Problem

The government first implemented a beneficial ownership register, which is key to tracking down where citizens and businesses keep their money.

07/24/2020

SFA Partners Adds Four Wealth Management Firms And More Than $200 Million In Combined Client Assets To Platform

Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners and Life Income Affiliate with Privately owned Broker-Dealer and RIA

07/23/2020

BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds

Unitholders of record of the BMO ETFs at the close of business on July 30th, 2020 will receive cash distributions payable on August 5th, 2020.

07/23/2020

SEI Reports Second-Quarter 2020 Financial Results

We are proud of our global workforce's resilience as they manage the extended period of a remote workplace

07/23/2020

Northern Trust Q2 2020 net income plunges 20%

Wealth management trust, investment and other servicing fees dropped 3% to $395.3bn from $406.1bn, driven by unfavourable lagged markets.

07/23/2020

SS&C Announces ALPS|CoreCommodity Management CompleteCommodities® Strategy Fund Achieves Ten-Year Milestone

The Fund seeks to provide comprehensive access to global commodities and commodity equity markets

07/21/2020

Sura IM completes acquisition of Colombian asset manager

Sura is currently waiting for market approval in both Colombia and Luxembourg to place products on the platform.

07/21/2020

RBC recruits $750M advisor in latest grab

Grayson is one of three dozen hires that RBC has picked up in the Bay Area within the past three years, according to the firm.

07/17/2020

Broadridge Schedules Webcast And Investor Conference Call To Review Fourth Quarter And Fiscal Year 2020 Results On August 11, 2020

A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations website.

07/17/2020

JP Morgan AM unveils ESG integration policy

ESG integration aimed at achieving sustainable risk-adjusted returns is about using research, insights and data to inform investment decisions.

07/17/2020

Merrill Lynch Revenue Slips 10%, Asset and Account Growth Slows

Merrill’s more than 14,000 brokers opened 6,000 net new client accounts in the quarter, down from 7,500 in this year’s first quarter and the high-water mark of 10,200 new accounts in last year’s second quarter.

07/16/2020

Aequitas Wealth Of L.A. Acquired By Miracle Mile Advisors

This partnership expands our market and brings a committed team of experienced professionals who are aligned with and support our strategic growth objectives

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