03/10/2023
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
Wealth and Asset Management
03/10/2023
Special Committee Of Canaccord Genuity Group Inc. Responds To Shareholder Meeting Requisition
The Board established the Special Committee in August 2022
03/10/2023
How Family Offices Are Shaping the Venture Landscape
Weatherford suggests that families should consider investing in venture capital through REITs
03/10/2023
Prime Capital Investment Advisors Buys Cornerstone Comprehensive Wealth Management
With $400 million in assets, Cornerstone is the 15th acquisition in PCIA history and builds on roughly 500% growth in just five years.
03/09/2023
Quarterly private markets update
They currently favor strategies that can take advantage of price dislocations, like secondaries.
03/09/2023
ZEDRA enters US private wealth market by opening a new office in South Dakota
ZEDRA’s new office will strengthen the firm’s presence in the Americas and promote its proven active wealth expertise in the US private wealth space.
03/09/2023
Credit Suisse announces technical delay of publication of 2022 Annual Report
Management believes it is prudent to briefly delay the publication of its accounts in order to understand more thoroughly the comments received.
03/07/2023
Geneva wealth manager to merge with Brazilian multi-family office
The wealth manager Brainvest unites with KPC Consulatoria.
03/07/2023
Droit gets UBS backing for expansion into wealth management
“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”
03/07/2023
Morgan Stanley Announces a Successful Year of “The Equity Collective” a Diversity-Driven Collaboration Between 27 Wealth and Asset Management Firms
Over the course of 2022, the Equity Collective supported the rewrite of Boys & Girls Clubs of America’s CareerLaunch curriculum.
03/07/2023
FNZ launches transformative benefits package to drive diversity and support employees globally
FNZ has experienced exponential growth since its establishment in 2003.
03/07/2023
Asset and Wealth Management Will Unlock the Most Value for Goldman Sachs. Here's How
This is why lots of large Wall Street banks are turning to AWM.
03/06/2023
Working With The Ultra-High-Net-Worth
These services can range from tax planning and preparation to compensation and benefits reviews, in addition to estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education.
03/06/2023
Why The Wealthy Already Working With Advisors Is Your Competitive Advantage
Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.
03/06/2023
Former top Credit Suisse shareholder Harris Associates sells out of bank
CIO David Herro questions ‘future of franchise’ after years of scandal and client exodus as shares hit new low
03/06/2023
David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
03/03/2023
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
Since joining UBS in 1999, they have consistently earned industry recognition for their extensive wealth management experience and deep commitment to providing high-net-worth clients with customized, comprehensive financial solutions.
03/02/2023
Lazard Asset Management Acquires Truvvo Partners, Creating Lazard Family Office Partners
As a result of Truvvo joining LAM, the firm’s global wealth management AUM, including assets managed across the firm’s European wealth management business, will total approximately $22 billion.
03/01/2023
Inflation and more Inflation
The report again confounded market expectations that inflation was on a downward trajectory.
03/01/2023
Maher Wealth Management Launches With Support of LPL Strategic Wealth Services
Looking to keep his clients’ best interest at the forefront of everything he does, Maher decided it was time to break away from the wirehouse environment and build an independent practice with the support of LPL Strategic Wealth Services.