10/23/2024
Waverly Advisors Acquires 9258 Wealth Management
Waverly expands into Ohio with 25 locations nationwide
Wealth and Asset Management
10/23/2024
Butterfield Reports Third Quarter 2024 Results
The return on average common equity for the third quarter of 2024 was 20.3% compared to 20.7% for the previous quarter and 20.6% for the third quarter of 2023.
10/23/2024
The 2 factors driving wealth management M&A boom
Deloitte’s 2025 investment management outlook, authored by its national investment and wealth management leader, Neil Brown, has assessed the rate of acquisitions on the global stage.
10/23/2024
Deutsche Bank reports third-quarter 2024 profit before tax of € 2.3 billion
Post-tax profit was € 1.7 billion, up 39% year on year, or € 1.3 billion excluding the Postbank litigation release, up 8%, compared to post-tax profit of € 1.2 billion in the prior year quarter.
10/23/2024
Standard Chartered targets high-net-worth Global Indian clients with refreshed proposition
Opens first International Priority Centre in Mumbai to offer customised cross-border wealth solutions
10/23/2024
CG Wealth Management hits $40B asset threshold, sets sights on doubling that
Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says
10/23/2024
Handelsbanken’s Interim Report January – September 2024
During the quarter, the Bank’s market shares of the net inflows to its funds in Sweden and Norway were twice the size of its market shares of outstanding fund volumes.
10/23/2024
Evelyn Partners Group Limited third quarter trading update for the three months ended 30 September 2024
The period saw assets under management rise to a record high of £62.7 billion and operating income increase 11.1% compared to the same quarter last year.
10/23/2024
JTC Named Top Trust Company in 2024 EprivateClient List
Within each category, firms are then further divided into three tiers to reflect each organisation’s size, quality of service, any recent M&A activity and overall performance.
10/23/2024
Switzerland close to number one for international wealth management
This equates to around 21 percent of assets under cross-border management worldwide.
10/23/2024
Asset managers face tough decade, say CEOs
Pierri said disruption in geopolitics pointed to lower growth and there would be a degree of structural inflation, too.
10/23/2024
Successfully Working With Super-Rich Families
They face two obstacles: connecting with the super-rich and effectively working with them. Both these obstacles are surmountable.
10/23/2024
DBS named Safest Bank in Asia for the 16th consecutive year by Global Finance
DBS ranked 2nd on the 50 Safest Commercial Banks list for the third consecutive year
10/22/2024
Hightower Announces Strategic Investment in NEPC
Leading investment consultant will bolster Hightower’s access to institutional-quality investment research, alternative assets, and OCIO capabilities for the private wealth segment
10/22/2024
Endowus Launches Core Enhanced Portfolios
Endowus has launched the Core Enhanced Portfolios as an additional solution for its Private Wealth clients.
10/22/2024
Fairstone acquires Lawson Wealth Management
By acquiring Forbes Lawson Wealth Management, Fairstone expands its presence in Scotland.
10/22/2024
Global Gate AM debuts triple fund range
Global Gate Asset Management has opened three new in-house funds to the public.
10/22/2024
WEXIT: Wealthy Brits Exit UK for EU Ahead of Budget
It is also worth noting that most of the companies on the FTSE 100 were started by individuals who went on to become centi-millionaires.
10/22/2024
HSBC splits off UK and pins hopes on wealth in overhaul
HSBC's new CEO Georges Elhedery is overhauling the bank's structure, with the UK forming a core pillar.
10/22/2024
How RBC Brewin Dolphin’s £7.5bn MPS edged ahead of the pack
Successful use of in-house multi-manager funds and well-timed shifts in asset allocation have helped offset weaker performance from sustainable model portfolios.