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.
Wealth and Asset Management
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.
11/01/2022
Kingswood U.S. Automated Alts Platform Surpasses 1,200 Subscriptions, $129 Million in Investments in Three Years
Firm Launches Covered Security Submission Portal on its Alts Platform for Advisors to Provide Access to DTC Eligible Covered Securities and Interval Funds
10/31/2022
Credit Suisse Is Said to Tap 20 Banks for Capital Increase
On top of the lead banks -- Morgan Stanley, Royal Bank of Canada, Deutsche Bank AG and Societe Generale SA -- Credit Suisse invited another long list of lenders to help with the underwriting of newly issued shares.
10/31/2022
Minimizing The Cost Of Your Wealth Manager
Without question, most wealth managers strive to deliver substantial value to their clients. However, they are rarely inclined to negotiate their fees.
10/31/2022
TD establishes a wealth management and insurance reporting segment
New alignment of segments reflects the growth and scale of businesses
10/31/2022
Morgan Stanley Investment Management Partners with Opportunity Finance Network on the Newly Launched Impact Class of Money Market Fund Shares
The Impact Classes are available to direct institutional investors in Morgan Stanley Institutional Liquidity Funds Government (IMPXX) and Prime (IMPTXX) portfolios.
10/31/2022
Oppenheimer & Co. Inc. Announces Recruitment of the Meridian Wealth Group to Private Client Division
Addition of Wealth Management Team Continues Ongoing Expansion of Firm's Nashville Office
10/31/2022
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.
10/28/2022
Women in Wealth Management Award Finalists Announced
Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.