11/08/2024
CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards
CI GAM earns an industry-leading number of awards for a second consecutive year
Wealth and Asset Management
11/08/2024
Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français
These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.
11/08/2024
Fifth Third Wealth Advisors Adds Team, Office in Charlotte, North Carolina
Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US.
11/08/2024
Elizabeth Hart at U.S. Bank Private Wealth Management
She takes the time to understand her clients’ unique needs and directs teams of specialists to provide services that help her clients work toward their goals.
11/08/2024
Citi revamps pay for wealth bankers
More bonuses will go to those who move client assets into investments, and less to those who sell new loans
11/08/2024
Quintet Private Bank Europe S.A. Raises Position in JPMorgan Chase & Co. (NYSE:JPM)
The institutional investor owned 322,510 shares of the financial services provider's stock after purchasing an additional 45,373 shares during the quarter.
11/07/2024
Pell Wealth Partners joins Rise Private Wealth Management
Warwick. The combined team now manages over $4 billion in assets.
11/07/2024
Wealth Enhancement Group Buys $536M New Jersey RIA
The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.
11/07/2024
Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor
Leading wealth management firm also recognized in Inc. 5000, ThinkAdvisor, and Financial Advisor Magazine Bogart Wealth, an award-win
11/06/2024
GYL Financial Synergies Joins The Colony Group
We are thrilled to welcome GYL and its highly skilled and motivated network of talented professionals to our firm
11/06/2024
Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS
As part of this deal, FPIS promoted two individuals to partner, Brock Becker and Carl Ekstrom, who are important to the team’s growth strategy.
11/06/2024
Donald Trump will shape these 9 areas of wealth management
The slideshow below displays some of the many ways that the next occupant of the White House will shape wealth management upon taking office in January 2025.
11/05/2024
Brookfield Asset Management Announces Record Third Quarter Results
$135 Billion of Capital Raised Over LTM, Growing Fee-Bearing Capital 23% to $539 Billion
11/05/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/05/2024
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Total capital raised from individuals exceeds 2023 inflows
11/05/2024
EP Wealth Advisors expands US presence with double deal
With the acquisition of Gather Financial Planning and Riley Private Client, EP Wealth Advisors adds over $240m to its AUM.
11/04/2024
Stifel to Buy B. Riley Wealth Management Business
B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.
11/04/2024
BlackRock becomes latest to file for Vanguard-style share class structure
The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented
11/04/2024
Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/04/2024
Blackstone targets new European markets in global wealth push
Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.