01/16/2025
Goldman Sachs wealth management sees double-digit revenue increase in 2024
This was attributed to higher net revenues in equity investments and higher management fees.
Wealth and Asset Management
01/16/2025
Principal AM: Investors should consider global diversification
The asset manager is less constructive on US equities compared with most of its peers.
01/16/2025
The Herculean Task of UBS
So far, the process has been running smoothly—too smoothly?
01/16/2025
Maerki Baumann launches new Entrepreneur Banking department
The family business Maerki Baumann & Co. AG launched its new Entrepreneur Banking department at the start of the new year.
01/16/2025
How Henri Dunant and the ICRC shaped Lombard Odier
The founder of the International Committee of the Red Cross was well acquainted with the bank's partners at the time.
01/16/2025
Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets
SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.
01/16/2025
UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List
The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek.
01/16/2025
Soderberg takes stake in advice firm backed by Brooks
Söderberg & Partners has invested in three more advice firms, including Brooks Macdonald-backed Radcliffe & Co.
01/16/2025
Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO
The move furthers SCS’ Position as a Leader in the Ultra-High-Net-Worth Segment
01/15/2025
ASK Private Wealth debuts DIFC office for NRIs, global investors
It is the wealth management arm of Blackstone-backed ASK Asset & Wealth Management Group
01/15/2025
Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC, an Independent RIA with Over $673 Million in Client Assets
This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.
01/15/2025
Northern Trust Secures Platinum Asset Management Asset Servicing Business
Northern Trust to Provide ‘Front-to-Back' Asset Servicing Solutions for AU$11 Billion Fund
01/15/2025
Fairstone adds £4bn assets with acquisition programme
It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.
01/15/2025
Gold shines bright – but is it really a safe bet?
With gold nearing record highs and experts predicting continued growth, 2025 may be another promising year for investors but experts urge caution
01/15/2025
Quarterly Flows and FUM update and Intention to Move to the Main Market
Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.
01/15/2025
Integrated Recruits $1B Retirement Plan-Focused Firm
San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.
01/15/2025
Quilter Cheviot Europe investment chief Donnacha Fox dies
Fox passed away unexpectedly on 8 January.
01/15/2025
The challenges of Wealth Management 4.0
Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.
01/15/2025
Can NextGen tech make wealth management more human?
Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.
01/14/2025
Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund
Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.