06/13/2022
Lumin Wealth snaps up South-East based adviser
Lumin Wealth said the purchase builds on its strategy of partnering with “like-minded advisers who share the same high standards” and commitment to client-centric solutions.
Wealth and Asset Management
06/10/2022
Citi Global Wealth Investments Issues Mid-Year Outlook 2022: Investing in the Afterglow of a Boom
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios
06/10/2022
Americans lost half a trillion dollars in wealth in early 2022
The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.
06/10/2022
Pictet: «China is the One Question We Have to Get Right in 2022»
In addition to Covid and lockdown-related challenges, Chen underlined continued troubles in the local real estate market.
06/10/2022
UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
He is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.
06/10/2022
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards
Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers
06/10/2022
Credit Suisse CEO blasts 'really stupid' takeover rumor
Credit Suisse has been the subject of much takeover speculation due to its recent lousy performance.
06/10/2022
J.P. Morgan Private Bank adds two billion-dollar advisor teams to its New York City business
These advisors are outstanding additions to the team and bring a proven track record for helping clients achieve their most important financial goals.
06/10/2022
Six Wins at the WealthBriefingAsia 2022 Awards
The WealthBriefingAsia Awards are designed to recognise outstanding organisations which have demonstrated innovation and excellence during the year.
06/10/2022
A major shareholder continues to tease Credit Suisse
The board of directors will ultimately have to take drastic measures to get CS out of its misery, finews.ch is convinced.
06/10/2022
St. James’s Place announced as Law Society of England and Wales strategic partner
SJP will provide specialist financial advice for members to help them feel financially confident and in control
06/10/2022
Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments
Morgan Stanley and Oliver Wyman report
06/10/2022
Legal and General expands Santander partnership
These solutions aim to meet the changing needs of those at retirement age, as well as providing additional support for brokers dealing with higher-level loans.
06/10/2022
BNY Mellon Wealth Taps BofA, Citi for Boston Hires
Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.
06/10/2022
PIMFA publishes Diversity & Inclusion reports as it extends deadline for entries to this year’s D&I Awards
The reports come as PIMFA also announces that the deadline for entries to this year’s Diversity & Inclusion Awards has been extended until 22 June due to popular demand.
06/09/2022
The UK steps up spending to sidestep a slowdown
In the meantime, Prime Minister Boris Johnson, having just won a confidence vote, is still fighting for control of his party and political survival.
06/09/2022
Wealth managers failing to prioritise upcoming regulatory change: Deloitte
Some 67% of respondents from the wealth management and superannuation space said they lobbied the regulator for change via industry bodies.
06/09/2022
Global Wealth Grew by Double Digits to $530 Trillion in 2021, Despite Continued Crises
Rise of 10.6% Is the Highest Annual Rate in More Than a Decade, Creating $26 Trillion in New Private Wealth, but Digital Leaders Threaten Traditional Players' Dominance, According to a New BCG Report
06/09/2022
Credit Suisse: State Street Takeover Coming Soon?
The cuts are expected to be in both the investment banking and wealth management divisions across multiple regions, with the bank still finalizing decisions related to the total number of jobs to be affected.
06/09/2022
Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation
Expands Mercer Advisors' California Footprint