03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
Wealth and Asset Management
03/28/2025
The world’s best private bank 2025: Goldman Sachs
rawing on over a century and a half of experience, it leverages its resources, investment platform, global network and lending capacity to deliver a host of tailored solutions to clients.
03/28/2025
BMO Named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards
These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients
03/28/2025
Fifth Third Private Bank Named “United States Best for High Net Worth” by Euromoney
Euromoney’s Private Banking Awards are the preeminent annual awards program of the worldwide private banking and wealth management industry.
03/27/2025
Robinhood to bring wealth management, private banking to retail investors
Users with as little as $50 in investments can access portfolios of exchange-traded funds managed by Robinhood's investment experts.
03/27/2025
Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
03/27/2025
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.
03/27/2025
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs
The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.
03/26/2025
Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth
Bloomberg's post-trade operations capabilities allow the firm to complete inbound reconciliation processes from their custodian partners, as well.
03/26/2025
Waverly expands with acquisition of GGM Wealth Advisor
The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.
03/25/2025
The art of getting a job in a family office
People want to work for family offices because they can be more interesting than other employers in finance.
03/25/2025
Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund
There is no change to the investment objective of the Fund.
03/25/2025
2025 Wealth Industry Survey: The eve of disruption
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams
To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.
03/25/2025
Som Seif's Purpose to acquire $1.3 billion AUM Steadyhand
It's Purpose's first acquisition of a CIRO-registered firm
03/25/2025
AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
The strategic partnership expands multi-generational family office capabilities across all client segments
03/25/2025
Stratos Wealth Holdings Recruits $3.5 billion in Client Assets Across Network in 2024 Tripling Prior Year's Total
Our strong momentum this past year is a testament to our attractive value proposition in the market.
03/25/2025
Bluespring Wealth Partners Acquires $400 Million Charter Capital Management
The Wisconsin-based firm partners with Bluespring to enhance capabilities by leveraging its strategic support
03/21/2025
Ever Wealth joins Osaic network to scale operations
The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.