10/02/2024
ClearEstate and IG Wealth Management Announce Partnership
IG Wealth Management and ClearEstate partner to provide Canadians with a modern estate planning experience to protect legacies
Wealth and Asset Management
10/02/2024
Citywire Americas International Wealth Management Awards 2024 – Votaciones
The time has come to elect the best bankers and investment advisors in the region. Voting is officially open.
10/02/2024
JR Wealth Management Revolutionizes Wealth Management Industry with Personalized Solutions
JR Wealth Management offers a bespoke wealth management experience tailored to each client's unique needs and aspirations.
10/02/2024
Mission Wealth Announces Merger with Stonepath Wealth Management
This merger underscores Mission Wealth's dedication to bringing strong advisory resources
10/01/2024
The gold rush continues
We note that central bank gold purchases have fallen since the beginning of June.
10/01/2024
InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management
New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity
10/01/2024
TPG acquires minority stake in wealth management firm Creative Planning
The investment in Creative Planning is being made through TPG Capital
09/30/2024
Citi Private Bank uncovers family offices top priorities
Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations
09/30/2024
Family office space feels the forces of expansion and change
These forces are expected to continue significantly impacting the sector’s expansion.
09/30/2024
Family offices, ultra high net worth investors eye private equity
The interest from these two investor groups could bolster fundraising over the next few years.
09/27/2024
North American family offices navigating looming wealth transfer with ‘cautious optimism’
The coming years will see a significant shift in control within North American family offices as wealth transitions to the next generation but a report by RBC and Campden finds many remain unprepared
09/27/2024
2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds
Individual investor ownership and voting is rising
09/27/2024
Santander and BlackRock boost their work in Private Asset Finance
Partnership for Private Asset Financing widens between Santander and BlackRock
09/27/2024
Janet Yellen Sees Lessons from Credit Suisse Failure
he name is already fading from view in international circles, increasingly replaced by the brand of the last major Swiss bank standing – UBS.
09/27/2024
Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program
The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.
09/26/2024
Miami Multifamily Office Acquired by Brazil’s BTG in Global Push
Firm specializes in high-net-worth clients in Central America
09/26/2024
Heirloom Wealth Management Partners with IFI Network to Incorporate Banking Marketplace
The partnership aligns with Heirloom Wealth Management’s commitment to providing clients with comprehensive and personalized financial strategies.
09/26/2024
SEB Implements Broadridge’s International Post-Trade Processing Solution
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
Can the next generation step up to the challenge of managing family fortunes?
Family offices express concerns as intergenerational wealth transfer approaches
09/25/2024
When generations collide: how younger investors will change the shape of wealth management
America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.