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Wealth and Asset Management

04/30/2024

J.P. Morgan Private Bank releases inaugural report on global family offices

Survey data reveals top objectives, investment preferences and management trends for ultra-high-net-worth families

04/30/2024

HSBC Holdings plc 1Q 2024 Earnings Release

Annualised ECL as a percentage of gross loans and advances to customers was 30bps in 1Q24, including held for sale balances.

04/29/2024

Schroders Capital Teams Up with iCapital to Enable Access to Semi-Liquid Private Equity Strategy

iCapital Marketplace “connects wealth managers, financial advisors, and their clients to a wide selection of alternative investment opportunities offered by the world’s asset managers.”

04/26/2024

Kingswood U.S. Named To USA Today's List of Best Financial Advisory Firms for Second Straight Year

Firm honored based on growth and client, peer recommendations

04/26/2024

BlackRock Memo Reveals Wealth-Management Shuffle Amid ESG Backlash in Texas

It has faced fierce public criticism from conservative state officials there and lost business over environmentally conscious investing practices.

04/26/2024

Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience

04/26/2024

Credent Wealth Management Lands Two New Advisor Firms

Two Independent RIA’s Chose to Join Credent’s Partnership Model

04/26/2024

Advisers tailor their services as women grow richer

With female clients controlling a bigger share of global wealth, managers are doing more to address their particular needs

04/26/2024

The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

04/25/2024

Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024

Nominations were solicited from employees across Morgan Stanley Wealth Management.

04/25/2024

SEI Reports First-Quarter 2024 Financial Results

Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.

04/25/2024

Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla

Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.

04/24/2024

LV= completes its transition to BlackRock as primary asset manager

The transition to BlackRock is part of a wider business strategy to broaden LV’s distribution and investment capability, aligning with LV's ambition to deliver enhanced value for our members.

04/24/2024

HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards

New U.S. Head of Wealth and Personal Banking Racquel Oden Announces Launch of Latest Wealth Center Alongside U.S. and Americas CEO Michael Roberts

04/24/2024

UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists

Together with their team, Mainsail Wealth Partners, Drew and Michael are responsible for managing over $8 billion in invested client assets for ultra-high net worth individuals and families.

04/24/2024

Former CFA Society Colorado President Tom Riley Recruited to Join Alpha Capital Family Office

Denver-Based Outsourced Family Office Recruits Wealth Management Advisor to Directly Oversee Management of UHNW Client Assets Amid Growing Dissatisfaction in Industry with Private Banks and Major Brokerage Firms

04/23/2024

Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office

Firm with holistic approach to wealth management now serves clients from coast to coast with 11 offices

04/22/2024

Wellington inks distribution deal with SCPB

Standard Chartered Private Bank will distribute Wellington Management's Credit Total Return fund.

04/19/2024

Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024

This marks the sixth year in a row of being named to this prestigious list of financial advisors.

04/18/2024

Smead Capital's contrarian oil bet piques private bank interest

The $6bn US value house has been a long-term backer of the out-of-favour sector, which is now catching the eye of private banks looking to diversify away from the Magnificent Seven.

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