07/27/2023
This acquisition further accelerates the rapid growth of Pioneer Wealth Management, with assets under management rising sharply from $30 million in 2015 to now exceed $1 billion.
07/27/2023
That brought its net income available to shareholders to $125.03 million, a 17.5% decrease from last year.
07/27/2023
The firm's global head of wealth management, Victor Matarranz, spoke to Citywire about how alternatives are key to their UHNW strategy along with boosting its Latin America advisor desks.
07/27/2023
The U.S. Family Office Practice will be led by William Sinclair, a 17-year veteran of J.P. Morgan and a member of the U.S. Private Bank Operating Committee.
07/27/2023
Real estate and private debt are among the investments these asset owners are eyeing.
07/27/2023
Former Merrill Lynch team with $450 Million has offices in California and Wisconsin
07/26/2023
Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.
07/25/2023
In addition to the growth market of Asia, UBS is currently focusing on its business with wealthy US private clients.
07/25/2023
The Vantage team will now operate under the Verdence brand, the release states
07/24/2023
These six teams are regarded as among some of the best in the industry.
07/21/2023
Withers’ art law practice group advises the world’s leading collectors, art dealers, galleries, artists, museums and other cultural institution.
07/21/2023
And riskier credit segments like high yield and leveraged loans are most at risk of spread widening and negative total returns, as borrower distress and default rates likely climb.
07/21/2023
The firm was recognized with a top tier ranking in China: Private Wealth Disputes.
07/21/2023
Investor sentiment is rising along with expectation of the Fed navigating a soft landing.
07/21/2023
Despite market bullishness, inflation remains a top concern
07/21/2023
The past five years have been great for client acquisition according to new survey, but there's more to come
07/20/2023
The transaction is expected to close on July 31. Financial terms were not disclosed.
07/20/2023
Cirrus Wealth Management has $387 million in assets and a team of 12 led by a 30-year veteran of the industry.
07/20/2023
Meanwhile, the firm has completed the sale of the loan portfolio of its Marcus consumer business and is exploring a potential sale of GreenSky, which it acquired in March 2022.
07/20/2023
The new co-heads of Merrill's wealth management unit laid out a three-pronged strategy for the business.