09/21/2021
Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.
09/21/2021
Advisors Previously Managed $1.75 Billion in Client Assets
09/21/2021
West Coast wealth management firm CEO recognized for the 12th year
09/21/2021
CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale
09/20/2021
The acquisition extends MAI’s footprint to the Greater Baltimore region and strengthens MAI’s presence in the mid-Atlantic region.
09/20/2021
Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper
09/17/2021
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Petershill Partners announces plans for initial public offering
09/16/2021
The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.
09/16/2021
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/15/2021
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.
09/15/2021
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/14/2021
They are joined by office support staff member Brittany Forte.
09/14/2021
Winners were selected from more than 900 entries received from more than 340 companies.
09/14/2021
Industry-leading commitment makes education investing more accessible
09/14/2021
Hunt for small asset management deals hottest since 2007
Groups eschew big complicated acquisitions that come with integration problems and risks
09/14/2021
Investors turn bearish on global economy though positioning upbeat - BofA survey
Rare disconnect between asset prices, fundamentals
09/14/2021
CI Financial aquires Silicon Valley wealth management firm
It has developed substantial expertise at the intersection of investments and tax, wealth transfer, estate and charitable planning.