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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.

11/21/2023

Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners

The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.

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State Street Global Advisors Appoints Anna Paglia as Executive Vice President and Chief Business Officer

11-28-2023

JPMorgan discusses the effects of spot ETFs on Bitcoin’s price

11-27-2023

Customer churn: “AI brings advisors to cases that would otherwise go undetected”

11-28-2023

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

11-28-2023

DWS announces iCapital partnership to deliver global alternative asset strategies to the US private wealth sector

11-29-2023

Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Brandon Rice

11-28-2023

Women-owned and Operated Integrity Wealth Management Latest Firm to Choose Osaic

11-28-2023

Scotia Global Asset Management makes sub-advisor change

11-28-2023

Modern Wealth Management Appoints J.P. Rankin as Chief Compliance & Legal Officer

11-30-2023

Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List

11-30-2023

CIBC Mellon Enhances Mackenzie Investments' Asset Management Capabilities

11-30-2023

‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking

11-30-2023

J.P. Morgan Private Bank: global family office ecosystem puts it in prime position to meet the needs of UHNW clients

11-30-2023

Another much loved Citi MD resigned for a more exciting alternative

11-30-2023

TD to appoint Alan MacGibbon as Chair of the Board

11-30-2023

Industry Veteran Joins Wellington-Altus Board of Directors

11-30-2023

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