04/05/2023
Record 96 J.P. Morgan Advisors Selected for Forbes’ 2023 Best-in-State Wealth Advisors List
Five J.P. Morgan advisors named America’s Top Wealth Advisors
Wealth and Asset Management
04/04/2023
All North American clients of Vontobel Wealth Management are now under one roof
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
Northern Trust Launches Market Risk Monitor
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/04/2023
RBC says it’s close to signing all Gluskin Sheff advisors
RBC will have exclusive distribution of Onex alts products under the DS and PH&N channels
04/04/2023
Echelon Wealth Partners Inc. and PI Financial Corp. Close Transaction to Combine Under Common Ownership
This transition to ownership under common equity and subsequent amalgamation of operations will result in a merger of equals, creating a truly national independent firm poised for continued growth.
04/03/2023
CI Private Wealth Launches Trust Company, Enhancing its Wealth Planning Capabilities
CIPW Trust to offer broad range of trust solutions
04/03/2023
Millions of Canadians saw record decline in net worth in 2022
Statistics Canada data shows that the bottom 40% of wealth holders lost out last year
04/03/2023
UBS Deal for Credit Suisse Unseats JPMorgan as Latin America’s Top Wealth Manager
Credit Suisse acquisition combines two regional powerhouses
03/31/2023
Another debt ceiling debate
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.
03/31/2023
Perigon Wealth Management Acquires Stakeholders Capital
Firm Welcomes Massachusetts-based Stakeholders Capital and Sheetal Bagde of California-based Cognizant Wealth to Growing National Presence
03/31/2023
Carpion Private Wealth Joins Sanctuary Wealth As Partner Firm
$800 million team from Morgan Stanley partners with Sanctuary to enhance its client offering and scale its family office business for future growth
03/30/2023
Credit Suisse still helping wealthy dodge U.S. taxes, U.S. Senate Committee finds
In an emailed statement, Credit Suisse said it did not tolerate tax evasion and that it had been cooperating with U.S. authorities.
03/30/2023
Santander, named Best Private Bank in Latin America by Euromoney
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
Michael Silver named One of America’s Top 1,200 Financial Advisors by Barron’s
Michael’s inclusion in Barron’s Top 1,200 Financial Advisors highlights his dedication to his clientele, his more than 25 years of experience in the field, and his commitment to making an impact in the comprehensive wealth management industry.
03/29/2023
Ultra-High Net Worth Families Excel at Managing Business and Enterprise Risk, But Fall Short with Risks to the Family Itself
They fall short when it comes to risks to family reputation, providing risk education to rising generations, planning for personal threats and unexpected natural disasters, and formalizing family codes of conduct, say new survey results from Alliant Priva
03/28/2023
Chase Buchanan Private Wealth Management Partners To Provide Expert Advice to Expats
Chase Buchanan Wealth Management forms partnership with Your Overseas Home
03/28/2023
Maximizing Results In Your Family Office: Treat It Like A Business
Given the immense focus on privacy, the teams running these entities are often in the dark about the best practices used by peers, leaving them to create what they hope will work in a vacuum.
03/28/2023
PATRIZIA and iCapital announce partnership to expand private wealth offering
It provides solutions to three specific societal challenges: affordable housing, green real estate as well as inclusion & connectivity.
03/28/2023
Lifescape Wealth Named to the Forbes Best-in-State Wealth Management Teams List
Forbes recognizes the industry’s top advisors according to several factors, which include quality of their practices, professionalism and success in the business.
03/28/2023
Another Billion-Dollar First Republic Team Splits, This Time for Rockefeller
The Marchetti team could not immediately be reached for comment.