10/09/2023
The 2023 Family Office Impact Investing Roundup
With almost 20 years passed since the phrase ESG was coined, impact investing is no longer in its infancy and has proven viability and profitability.
Wealth and Asset Management
10/09/2023
Safra: a family in turmoil over the will of the world’s richest banker
Joseph Safra helped build a $25bn global empire of banks, property and agribusiness based in Brazil. That inheritance is now the subject of a bitter court battle
10/06/2023
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/05/2023
Markets undermined by rate worries
Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/04/2023
Wellington partners with iCapital to bring private funds to wealth managers
The asset manager follows the likes of BlackRock and Ardian by partnering with iCapital.
10/04/2023
Vyzer secures $6.3m in Seed funding to boost Wealth Management with AI
The platform goes beyond simply organizing and overseeing assets; it actively fosters their preservation and enhances portfolio growth potential, making wealth management accessible and understandable.
10/03/2023
T. Rowe and Oak Hill Start Private Credit Fund for Mass-Affluent Market
T. Rowe Price, which has $1.4 trillion of assets under management, acquired Oak Hill in late 2021 to expand into alternative markets.
10/03/2023
Brookfield Renewable Announces Automatic Purchase Plan
All amounts in US dollars unless otherwise indicated
10/03/2023
Brazil and China show emerging markets’ diverging fortunes
One of the key setbacks for emerging economies this year has been China, where historical rebounds in domestic demand have lifted others’ industrial activity.
10/03/2023
US UHNWs paying more to attract top family office talent
Fight for the best family office talent in an increasingly small and professional pool is driving up pay and bonuses
10/03/2023
How RBC Wealth Management is handling inflation
VP of financial planning specialists outlines how persistent inflation has impacted client plans
10/03/2023
Coldstream adds wealth firm and accounting firm
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
10/03/2023
TIGER 21 high-wealth management group doubles down on Tampa chapter
The concept started with a single group in New York City of six entrepreneurs who had all just sold their businesses and were seeking guidance on wealth preservation.
10/02/2023
UBS goes live on Broadridge’s New Distributed Ledger Sponsored Repo Solution
DLT powered solution built on Broadridge’s distributed ledger repo platform drives cost savings and reduces operational risk for clients
10/02/2023
Ritholtz Wealth Management Acquires Position in Gold Fields Limited, Signal of Confidence in Growth Potential
The company’s long-standing presence can be traced back to its foundation in 1887 and is headquartered in Sandton, South Africa.
10/02/2023
Five Areas Demanding Future Readiness In Wealth Management
Alternative funds also lack direct channels to this market because their focus has been on building lasting relationships with institutional investors.
09/29/2023
IG Wealth Management taps industry veteran as it woos entrepreneurial clients
Turnbull’s wealth of knowledge includes more than a quarter-century of investment banking and capital markets experience, along with both CFP and CFA designations.
09/27/2023
RBFCU Wealth Management Welcomes The Garner Davis Group
Through RBFCU Wealth Management, Garner and Davis will help individuals and families with their personal and professional wealth management