01/13/2022
RBC Wealth Management-U.S selects Addepar
Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.
Wealth and Asset Management
01/13/2022
Brooks Macdonald Group Quarterly Announcement of Funds under Management
Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)
01/13/2022
StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business
The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).
01/13/2022
Morgan Stanley added 110 int’l advisors in 2021 hiring spree
Gatesman added that they onboarded over $16bn in international client assets through the new hires.
01/13/2022
Trends In Wealth Management For 2022
Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I
01/13/2022
Wealth Management: The digital shift
Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.
01/13/2022
Catching falling angels, avoiding falling knives
How does our strategy capture well-suited fallen angels while avoiding potential falling knives?
01/13/2022
Zurich boutique opens in Panama to serve LatAm
The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.
01/13/2022
Man Group launches Capital Asset Solutions Initiative
The new initiative will be led by senior hires Dan Robinson and Stephan Muecke.
01/12/2022
ZEDRA bolsters Pension Services offering with acquisition
ZEDRA’s Pension Services now consists of five offices in London, Reading, Leeds, Birmingham and St Albans and increases headcount to 70 dedicated Pensions experts and support staff.
01/12/2022
Mercer Advisors acquires wealth management firm
AExpands Mercer Advisors' Florida and Northeast Presence
01/12/2022
PineBridge Strengthens Wealth Management Ranks in Asia
PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.
01/12/2022
Swissquote is expanding beyond Switzerland
With this transaction, Swissquote will become the leading online trading and investment bank in Luxembourg, confirming its ambitious strategy in Europe.
01/12/2022
British fund manager abrdn seeks China wealth management partner - chairman
China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year
01/12/2022
StanChart Mulls Wealth Management Unit in China Expansion
The London-headquartered bank worked with a consulting firm last year on a feasibility study, according to people with knowledge of the matter.
01/12/2022
Zug firm buys four German WMs in DACH consolidation plan
As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.
01/12/2022
Zug WM consolidator buys IAM and plans wave of acquisitions
Since 2018, Qaestor Coach has bought and merged seven wealth managers in the Dutch market.
01/12/2022
Mercer Advisors Acquires wealth management firm
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence
01/12/2022
Future of Wealth Management
Harvesting the Power of Data and Technology
01/11/2022
Wealth manager's ink collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank