09/16/2022
Beaumont Financial Partners to Join Focus as a New Partner Firm
The transaction is expected to close in the fourth quarter of 2022, subject to customary closing conditions.
Wealth and Asset Management
09/16/2022
$368 Million Advisor Team Joins UBS in Greater Los Angeles Market
Carl provides high net-worth clients with tailored wealth management solutions based on their unique family circumstances, concerns and aspirations.
09/15/2022
SLK Private Wealth, a $1.6 Billion Elite Team, Chooses Partnered Independence With Sanctuary Wealth
Three founding partners are top ranked advisors by Forbes/Shook, including the #6 wealth advisor in California
09/15/2022
Morgan Stanley Private Bank, National Association Receives Outstanding Rating for Community Reinvestment Initiatives
Rating given by the Office of the Comptroller of the Currency
09/15/2022
1832 Asset Management announces sub-advisor change
There will be no change to the investment objective of the Fund resulting from this change.
09/15/2022
Morgan Stanley counting fresh assets in the trillions
After its spate of acquisitions, Morgan Stanley now has relationships with 16.5 million clients, Andy Saperstein, its head of wealth management, points out.
09/15/2022
Republic Capital Group Invests in Wealth Management Center
"We believe with strategic cultivation, these talented individuals will be essential pillars in the future of the wealth management industry."
09/14/2022
Citi Private Bank Finds Family Offices’ Priorities Transcend Preserving the Value of Financial Assets and include Fostering Family Unity and Continuity
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
09/14/2022
BoA expands wealth management group in push to win rich clients
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
09/14/2022
Vontobel is expanding its offering in North America
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
09/14/2022
The cheap growth stock cashing in on rising Fed rates
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.
09/13/2022
Four UBS Advisors in the Northeast Private Wealth Management Market Named Top Wealth Advisors in America by Forbes/SHOOK
This acknowledgement speaks to their commitment and ability to help clients achieve their goals while navigating a very challenging environment.
09/13/2022
Are wealth advisors ready for new mandatory disclosure rules?
Enhanced tax-related reporting requirements will apply to certain transactions by trusts, individuals, corporations, and partnerships
09/13/2022
How can wealth firms address the liquid-alts challenge?
Global wealth and asset management leader walks through different questions firms should be asking themselves
09/13/2022
RBC’s £1.6bn Brewin deal jumps final regulatory hurdle
Royal Bank of Canada's mega deal for Brewin Dolphin has received approval from the Canadian regulator, with the takeover set to complete later this month.
09/13/2022
UBS West Coast Private Wealth Team Ranked Ninth Among Barron’s Top 100 Private Wealth Management Teams
We are extremely proud to see Mark, Craig, and their team recognized as one of the top Private Wealth teams in the country
09/09/2022
WealthManagement.com Recognizes Top Companies, Execs at 2022 Industry Awards
The eighth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
09/09/2022
Key Family Wealth Business Advisory Services Awarded Best Thought Leadership For a Family Office From WealthManagement.com
Winners were selected from a record breaking 1,000 entries from more than 350 companies.
09/08/2022
Wealth Enhancement Group Grows by Adding Pinnacle Private Wealth
The addition of Pinnacle Private Wealth brings Wealth Enhancement Group's total client assets to more than $56 billion.
09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.