12/01/2023
BMO misses expectations on costs tied to Bank of the West
Wealth-management income slumps 12%
Wealth and Asset Management
11/30/2023
Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List
The team provides personalized financial advice and wealth management services to ultra-high net worth and high net worth individuals, families and business owners.
11/30/2023
CIBC Mellon Enhances Mackenzie Investments' Asset Management Capabilities
Advances Mackenzie Investments' ongoing digital transformation with a leading-edge technology middle-office solution from BNY Mellon
11/30/2023
‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking
Wealthy investors can cope with increased global volatility through careful strategic decisions, HSBC’s Willem Sels tells Spear's
11/30/2023
J.P. Morgan Private Bank: global family office ecosystem puts it in prime position to meet the needs of UHNW clients
Hong Kong has the highest ultra-high-net-worth (UHNW) population in the world, with more than 15,200 individuals, Altrata’s “World Ultra Wealth Report 2022” shows.
11/29/2023
DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector
DWS recently confirmed its strategic ambition to leverage the demand from high-net-worth individuals and family offices for access to Alternatives strategies, including real estate, infrastructure and private credit.
11/29/2023
Goldman Sachs to accelerate Japan push, wealth management head says
Marc Nachmann sees investment banking connections opening doors to unique deals
11/28/2023
Customer churn: “AI brings advisors to cases that would otherwise go undetected”
Companies in all industries are exploring how they can reorganize their business using AI.
11/28/2023
Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager
The finalists are selected based on several criteria, including whether planners maintain a strict fiduciary duty to their clients in wealth management and investment advisory services.
11/28/2023
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
11/24/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Wealth managers help clients reach financial goals
Situational awareness said to be important attribute for adviser
11/23/2023
LatAm advisors join forces to launch investment consultancy for wealth managers
Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.
11/23/2023
Family offices ride out turbulent third quarter without a retreat to cash
Family office investors defied expectations of a retreat to cash as investors increased their exposure to equities and fixed income, Citi Private Bank's Hannes Hofmann tells Spear's
11/23/2023
Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards
The annual awards support and recognise the leading woman and companies within the private wealth industry.
11/22/2023
Miller Family Wealth Management Joins Steward Partners
First partner in Georgia is a former Wells Fargo team with $275 Million AUM
11/22/2023
Citigroup lifer leaves head of wealth services role amid reorganization
The Wall Street firm is working on an overhaul of its wealth business structure.
11/22/2023
BBVA, Best Private Bank in Peru and Best Private Bank for Customer Service in Latin America, according to The Banker
The magazine remarked that the bank’s formidable contact, outreach and segmentation efforts had led to a significant increase in new customers and assets under management.
11/21/2023
Edward Jones Opens the Door for Advisors to Take Discretion
The new advisor-managed program follows a series of changes in recent years aimed at bringing the St. Louis-based wealth management firm more in-line with common industry practices.
11/21/2023
UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List
The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice.