09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
Wealth and Asset Management
09/08/2022
Broadway Wealth Management Joins Linsco by LPL Financial
The team at Broadway Wealth Management is not only well-versed in financial planning and preparing for their clients’ future, they are also passionate about doing meaningful work.
09/07/2022
Growth Capital Provider Escalate Capital Partners Secures Investment From Kudu Investment Management
Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.
09/07/2022
Citi Private Bank and Cambridge Family Enterprise Group Offer a Roadmap for Family Enterprises to Navigate Through the Turbulent 2020s
A global, multigenerational study commissioned by Citi Private Bank and conducted by Cambridge Family Enterprise Group reveals the critical issues and transformation strategies required for family enterprises—and families themselves—to succeed
09/06/2022
For Superior Results, The Wealthy Need To Engage High-Performing Multi-Family Offices
The attractiveness of the family office model by the wealthy has not been lost on a plethora of professionals from wealth managers to lawyers and from accountants to insurance agents.
09/06/2022
iCapital® and Ares Wealth Management Solutions Expand Partnership
Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels
09/05/2022
UBS and Wealthfront mutually agree to terminate merger agreement
UBS will purchase a USD 69.7 million note convertible into Wealthfront shares.
09/02/2022
Hollow Brook Wealth Management Announces Launch of The Hollow Brook Wealth Alliance
"Hollow Brook Wealth Management was built on the foundation of deep-rooted relationships, community and trust,"
09/01/2022
Support for central bank hawkishness weighs on equities
US equities extended their recent decline on Tuesday despite data showing resilient US consumer confidence and labor market tightness.
09/01/2022
Merrill Lynch Advisors Managing $560 Million Jump to RBC
Coatoam praised RBC for its “family-like culture, as well as the management team who truly believe that clients come first.
09/01/2022
Boston Multi Family Office announces new finance partner to support plans for further growth
Horizon Capital is a London-based specialist investor with a focus on technology and services.
08/31/2022
Industrial automation innovation among private banking industry companies has dropped off in the last three months
Analysis of patent filings shows a shrinking level of industrial automation related applications in the industry over the past three months, compared to last year
08/31/2022
Bluespring Wealth Partners Announces Partnership of D.C. Area Firms to Create Female-Led Powerhouse, Operating As Curo Private Wealth
Two Bluespring Wealth teams merge to strengthen its greater D.C. hub, allowing the reimagined firm to better serve existing clients and expand their reach
08/31/2022
Hightower Makes Strategic Investment in Highland Private Wealth Management
The $1.2 billion wealth management business in Bellevue, Wash., brings a bench of multi-generational leaders, strong growth, and a differentiated approach to serving high-net-worth clients.
08/31/2022
Sanctuary Wealth's Named to Forbes' 2022 America's Top Wealth Advisors List
Second-Generation Partners of Cooke Financial Group were named to the Forbes Best-In-State earlier this year
08/30/2022
Paradigm shifts keep testing markets
Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.
08/30/2022
Leo Wealth Opens Tokyo Office for US Tax Services
The new office will specifically focus on US income tax preparation and planning, tax compliance, and cross-border inheritance tax planning and tax-efficient outcomes.
08/30/2022
Atria Wealth Solutions Announces Addition of UBS Team with Over $600 Million in Client Assets
Atria's Cadaret Grant Welcomes 360° Wealth Management Group, Reflecting Robust Recruiting from Large Wall Street Firms
08/30/2022
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
08/30/2022
Bluespring Wealth Partners Announces Partnership of D.C. Area Firms
Two Bluespring Wealth teams merge to strengthen its greater D.C. hub, allowing the reimagined firm to better serve existing clients and expand their reach