11/07/2022
UBS plans management shakeup in US wealth arm to boost market share
The unit will also consolidate its footprint in conventional wealth hubs like New York.
Wealth and Asset Management
11/07/2022
Five Star Wealth Manager Award goes to Gulfside Wealth director
Motzenbecker is a Certified Financial Planner practitioner, Chartered Market Technician and Certified Private Wealth Advisor professional.
11/07/2022
Doylestown Financial Advisor Acquired by Illnois-Based Wealth Management Firm
“This is an exciting time for Savant,” said Brodeski.
11/04/2022
Choreo Announces Acquisition of Enso Wealth Management
California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm's West Coast Footprint
11/04/2022
Fifth Third Bank Launches Fifth Third Wealth Advisors®
Registered Investment Advisor Targets Seasoned, Client-Centered Advisor Teams with Books of Business that Exceed $1B
11/04/2022
Wealthy families are migrating to the U.S. South and UBS is following them
The new structure for the world's largest wealth manager signals a big push into the southern United States alongside competitors such as Merrill Lynch Wealth Management, which has boosted its presence in Florida.
11/04/2022
BNY Mellon Investment Management Launches Active Global Infrastructure Income ETF Sub-Advised by Newton Investment Management
The BNY Mellon Global Infrastructure Income ETF provides exposure to infrastructure asset classes while seeking an annualized gross forward-looking 12-month yield of 6% or more for its portfolio
11/04/2022
Northern Trust Named Best Private Bank in U.S., Best Bank Globally for Family Offices and Best for Innovation
In addition to the “Best Private Bank in the U.S.” award and “Best Private Bank for Innovation,” Northern Trust was recognized for its Global Family and Private Investment Offices (GFO).
11/04/2022
How Family Offices Can Adapt to Shifting Client Priorities
Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.
11/03/2022
Introducing Arta Finance: the digital family office for the world - using technology to unlock the financial superpowers of the ultra-wealthy.
Arta Finance has raised more than $90M from Sequoia Capital India, Ribbit Capital, Coatue Management and more than 140 angel investors to unlock the financial superpowers of the ultra-wealthy by making family office services available to everyone.
11/03/2022
Partners Group establishes Private Wealth business unit
With our established track record of industry leadership in transformational business building, and our bespoke product shelf, Partners Group aims to remain the provider of choice for financial advisors and their clients.
11/03/2022
Nicola Wealth Real Estate & CanTex Capital partner in the repositioning of an in-fill industrial asset in Dallas
The partnership has acquired four industrial buildings and the adjacent seven land parcels with plans to deliver premier multi-tenant light-industrial product to the coveted Brookhollow submarket.
11/03/2022
Focus Financial Partners Reports Third Quarter 2022 Results
This year will be one of our strongest for M&A activity overall, as well as one of our most active years for mergers on behalf of our partner firms.
11/02/2022
J.P. Morgan Wealth Management Launches Remote Investing Advice
Launch includes offer to waive advisory fees for six months
11/02/2022
Gallagher swoops for wealth management platform
The f3 Companies are a wealth management platform with more than $1 billion in assets under management.
11/02/2022
CWB strengthens its national private wealth offering with the launch of CWB Wealth
CWB Wealth harmonizes CWB's five boutique wealth management affiliates under a new national brand identity
11/02/2022
CI Global Asset Management Launches Global Fixed-Income Mandates
New funds expand industry-leading lineup of active ETFs
11/01/2022
KPMG: The future of wealth and asset management
The road to success is holistic, hybrid and digitally enabled
11/01/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
11/01/2022
JTC Completes Acquisition of New York Private Trust Company (“NYPTC”) in Delaware
The acquisition supports JTC’s strategy to continue its growth in the US market and in particular, to develop its US domestic trust services offering in what is a large and growing market.