09/07/2023
Crypto has created 182 centi-millionaires, world’s first Crypto Wealth Report finds
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
Wealth and Asset Management
09/06/2023
$4.5 Billion Private Banking Team Chooses Independence with Fidelis Capital to Solve Complex Issues for UHNW Clients
The five-person wealth management team has over 70 years of collective experience serving individuals and families, family offices, and institutions
09/06/2023
Henley & Partners: Crypto Wealth Exceeds $1 Trillion
The total value in Bitcoin alone accounted for more than half at $602 billion.
09/06/2023
Wealth management firms need scale to help advisors thrive
Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses, no matter what model they choose.
09/06/2023
Crestwood Advisors Completes Merger with Endurance Wealth Management
Boston-based advisory firm expands growing New England footprint into Rhode Island
09/05/2023
Apollo Global positions for family office push
The firm has hired a BlackRock veteran to spearhead the advance.
09/05/2023
Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.
09/04/2023
Why wealthy customers are the 'most worrisome' for banks right now
Investors continue to flock to money market funds in search of higher yields, posing an ongoing challenge to banks trying to keep deep-pocketed account holders.
09/04/2023
Is this the private equity cycle for Brazilian private banking?
Private bankers are eyeing PE and venture capital investments as digital platforms emerge in Brazil, but personal advisory remains critical.
09/01/2023
Central Bankers Attempt to Climb Out of a Hole
Thus, while central bankers in the US remain biased – perhaps reluctantly – towards further rate hikes, the markets believe differently, ascribing just a 40% probability of a Fed rate hike by year-end.
09/01/2023
Paul Lorentz, Manulife Asset & Wealth Management: Canada to Europe, via Asia
As an insurer, Manulife already has a global footprint and a remarkably strong presence in Asia, where it has been operational for many decades.
08/31/2023
The eight asset managers most committed to ESG
Morningstar has ranked 108 asset managers based on their processes, resources and track record in ESG.
08/31/2023
UBS just smashed JPMorgan’s record for quarterly bank profit
Global firm's wealth management unit was among its star performers.
08/30/2023
Weil Advises Goldman Sachs in Sale of Its Personal Financial Unit to Creative Planning
Creative Planning’s wealth management teams will continue to have access to investment solutions and services from Goldman Sachs Asset Management as it builds a leading investment management platform.
08/30/2023
BMO, Scotiabank earnings highlight pressure for wealth management units
Latest earnings results for Canadian big banks reflect challenging market conditions
08/30/2023
Lula Signs Provisional Measure to Tax Super-Rich Funds
President sanctions proposal that created a new value policy for the minimum wage and increased the Income Tax exemption range
08/30/2023
Bogart Wealth Named to Top Financial Advisor in Forbes
CEO James Bogart named top Next-Gen Wealth Advisor in Virginia, plus named a finalist in ThinkAdvisor Luminaries Awards
08/30/2023
Setting the bar for elite wealth management in a niche market
Stenner and his team understand the value of proactive service
08/29/2023
Goldman Sachs Sells Wealth Management Division
Goldman's recent foray into retail banking with the unwashed masses has been like asking a French chef to start slinging hot dogs -- nobody on either side of the equation is very happy.
08/29/2023
Raymond James study: What rich clients need in estate planning
According to Raymond James, that's where financial advisors today can offer some of the most value to wealthy clients — filling in those common service gaps.