11/23/2018
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
Wealth and Asset Management
11/21/2018
Cadaret, Grant Expands Wealth Management Platform - Launches Lending Solutions
These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalized lending solutions to meet the ongoing needs of their high net worth clients
11/20/2018
Why Canada's wealth management sector is ripe for disruption
Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents
11/20/2018
Signature Family Wealth Advisors Joins Brown Advisory
The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”
11/20/2018
Florida shop acquired by Forbes family office
Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.
11/20/2018
Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group
"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”
11/19/2018
One of the Fastest Growing RIA Firms Works with an In-House CPA
CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.
11/15/2018
SEI Named 'Top OCIO Provider'
Company Recognized for Second Consecutive Year
11/15/2018
LPL Financial Welcomes Levy, Daniel and McGee Wealth Management
McGee said of their decision to associate with LPL: "We chose LPL for their service and support and because we wanted an independent partner that gives us the choice and freedom to serve our clients' best interests, which is fundamental to our b
11/15/2018
Glenmede and Stonehage Fleming agree strategic alliance
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/14/2018
JPMorgan looks to expand newly opened wealth management office in Baltimore
The office has eight employees and is led by Scott Canuel, a former national managing director at PNC Financial Services Group Inc. who oversaw wealth management for the Annapolis area and the Eastern Shore.
11/14/2018
Alexandria Capital Partners with Eagle Point to provide HNW clients with access to CLO investments
Investment firm Alexandria Capital has partnered with specialist investment manager Eagle Point Credit Management (Eagle Point) to provide access to collateralised loan obligation (CLO) investments via its family office and high net worth client platform.
11/13/2018
enTrust Wealth Advisors Announces its Launch as an Independent Registered Investment Advisor
enTrust Wealth Advisors, LLC has officially launched as an independent SEC-Registered Investment Advisor (RIA).
11/13/2018
Wells Fargo merges wealth division with private bank
A new job role will be created to manage the merged unit, which does not yet have a name.
11/09/2018
Wells Fargo to combine private bank with ultra-rich client business
Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.
11/09/2018
BMO Global Asset Management Receives Multiple Honours at 2018 Lipper Fund Awards
Mutual funds and ETFs both recognized
11/09/2018
Northern Trust Wins Two Best Private Bank Awards
The Financial Times Group Awards Northern Trust with Best Private Bank for Family Offices Globally and Best Private Bank for Customer Service in the U.S.
11/09/2018
Goldman Sachs Asset Management to buy Rocaton Investment Advisors
Employees of Rocaton will continue to operate from their existing Norwalk base following completion of the acquisition.
11/09/2018
E. Cohen Launches One-Stop Shopping Wealth Management Division
The new firm is the RIA boutique arm of E. Cohen and will combine wealth management and financial planning offerings with E. Cohen’s tax planning and accounting services.
11/09/2018
First Midwest Bancorp to Acquire Wealth Manager
Milwaukee-Based Investment Adviser Further Enhances First Midwest’s Wealth Management Business