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Wealth and Asset Management

05/16/2025

US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit

This visit underscored the growing relationship between the two nations, particularly in the investment sector.

05/16/2025

Mercer Advisors Brings In $3 Billion Team Tufton Capital Management

And the firm specializes in serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with a strong focus on cultivating long-term, multigenerational relationships.

05/16/2025

Botoff Consulting Wins 2025 Family Wealth Report Award for Outstanding Thought Leadership

This award is a meaningful, independent validation of Botoff Consulting’s commitment to delivering accurate, data-driven insights and advancing best practices across the family office sector – and that commitment has only grown stronger over t

05/15/2025

Rich Japanese still fear yen crash, wealth manager says

But there’s one key holdout that isn’t ready for bullishness: Japan’s richest citizens, worried about the economic outlook

05/15/2025

Wealth Management: What Switzerland Can Learn from the U.S.

There are both structural differences from Switzerland and numerous similarities — offering valuable insights for the Swiss market.

05/14/2025

iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform

In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.

05/14/2025

Scotiabank extends reach into South Asian high-net-worth market with new partnership

Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion

05/14/2025

Why a high-net-worth specialist just switched firms

20+ year industry veteran joins Nicola, explains how other firms can attract talent like him

05/14/2025

Hightower Makes Strategic Investment in Lindbrook Capital

Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower

05/14/2025

Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized & At Scale

Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform

05/14/2025

Michael Tarantino Named to Forbes 2025 Best-in-State Wealth Advisors

Michael's recognition by Forbes is well deserved

05/13/2025

Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors

Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.

05/13/2025

Funded Ventures Launches Terrace Wealth in Partnership with Industry Veteran Ryan Bowman to Offer Tailored Wealth Management Solutions

Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners

05/12/2025

Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

All four wealth advisors have been named to the list in previous years.

05/12/2025

Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS

Sanctuary makes minority investment in 1280 Financial Partners

05/09/2025

Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida

The move continues to strengthen Hub's Retirement & Private Wealth practices

05/09/2025

Mercer Advisors Acquires Lewis Wealth Management

Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver

05/09/2025

RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition

Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values

05/09/2025

Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution

The increase in earnings for the current period reflects contributions from AEL

05/09/2025

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience

Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.

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Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

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07-15-2025

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07-15-2025

JPMorgan, Citi, Wells Fargo exceed investment banking forecasts; Barclays fined £42mn for financial crime risk failures

07-16-2025

Blackstone poaches JPM private bank's multi-asset head

07-16-2025

Atlas acquires RIA firm Central Wealth Management

07-16-2025

Justin Blower exits Schroders PW for new life in North Carolina

07-16-2025

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

07-16-2025

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

07-18-2025

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

07-18-2025

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

07-18-2025

RBC Wealth Management partners d1g1t for performance and risk analytics tech

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Hightower Names Scott Hadley as New Chief Advisory Officer

07-18-2025

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07-18-2025

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