11/23/2023
Wealth managers help clients reach financial goals
Situational awareness said to be important attribute for adviser
Wealth and Asset Management
11/23/2023
LatAm advisors join forces to launch investment consultancy for wealth managers
Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.
11/23/2023
Family offices ride out turbulent third quarter without a retreat to cash
Family office investors defied expectations of a retreat to cash as investors increased their exposure to equities and fixed income, Citi Private Bank's Hannes Hofmann tells Spear's
11/23/2023
Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards
The annual awards support and recognise the leading woman and companies within the private wealth industry.
11/22/2023
Miller Family Wealth Management Joins Steward Partners
First partner in Georgia is a former Wells Fargo team with $275 Million AUM
11/22/2023
Citigroup lifer leaves head of wealth services role amid reorganization
The Wall Street firm is working on an overhaul of its wealth business structure.
11/22/2023
BBVA, Best Private Bank in Peru and Best Private Bank for Customer Service in Latin America, according to The Banker
The magazine remarked that the bank’s formidable contact, outreach and segmentation efforts had led to a significant increase in new customers and assets under management.
11/21/2023
Edward Jones Opens the Door for Advisors to Take Discretion
The new advisor-managed program follows a series of changes in recent years aimed at bringing the St. Louis-based wealth management firm more in-line with common industry practices.
11/21/2023
UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List
The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice.
11/21/2023
Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners
The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.
11/21/2023
What's next for bonds in 2024?
We prefer fixed income to equities in our global strategy for 2024.
11/20/2023
Private banking: Here’s how it works
Private banks and wealth management firms, which cater to wealthy individuals, typically assign clients a main representative.
11/17/2023
Wealth Enhancement Group Grows by Adding Wealth Management Group, LLC, a Hybrid RIA with Over $117 Million in Client Assets
As expansion continues on the East Coast, this acquisition brings Wealth Enhancement Group's total client assets to $68.6 billion.
11/17/2023
Edelman Financial Engines Acquires PRW Wealth Management
This marks the fifth acquisition by EFE over the past thirteen months and continues the expansion of the firm’s wealth planning capabilities across key regions nationwide.
11/17/2023
Meet the 2023 Women in Wealth Management Award Winners
The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony.
11/17/2023
Citi’s new wealth head sees unique prospects for growth
Andy Sieg is back again from Merrill Lynch, and has big plans for Citi’s new global wealth franchise.
11/16/2023
Predictions 2024: Wealth Management
Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.
11/16/2023
Steven Cohen's Point72 Asset Management Adjusts Portfolio, Notably Reduces Adobe Stake
His firm operates on a multi-manager platform
11/16/2023
Wealth management division buoys Canaccord through another tough quarter
Inflation forcing some clients to withdraw assets to meet needs
11/15/2023
How one advisor to the ultra-affluent successfully manages his practice
Ultra-high-net-worth advisor Thane Stenner shares practice management wisdom – both inherited and hard-earned – that's steered him well