03/16/2022
Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
03/16/2022
All financial amounts in Canadian dollars unless stated otherwise.
03/16/2022
This year, UBS advisors represent 13% of the list, with 30 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients.
03/16/2022
The Indian mutual fund industry is witnessing strong growth.
03/16/2022
Li Ka-shing’s CK Asset Holdings Ltd. agreed to sell 5 Broadgate in London
03/16/2022
Hong Kong Pushes to Open Greater Bay Wealth Connect to Brokers
The move would need approval by mainland Chinese regulators.
03/16/2022
Climate philanthropy: a guide to green giving
Executive Director of the Coutts Institute Rachel Harrington and Florence Miller, Director of the Environmental Funders Network discuss the basics of "green giving" – where to start, how to find a meaningful cause, and why billionaires alo
03/16/2022
Credit Suisse: No decision on Russia
In the bank’s international wealth management division, it reported assets under management of 390.7 billion Swiss francs at the end of 2021
03/16/2022
ZEDRA completes acquisition
Staff joining ZEDRA will relocate to their renovated Luxembourg offices.
03/16/2022
Deal increases assets under influence to around £800m
03/16/2022
Barclays PB, Julius Baer and J Safra Sarasin have all recently bolstered their operations in the country
03/16/2022
Newly Added Firms Raise Wealth Enhancement Group's Total Client Assets to $55.1 Billion, Continuing Robust M&A Growth Momentum
03/15/2022
All-woman team joins LPL Financial
They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.
03/15/2022
Russia also makes up close to 45% of natural gas imports to Europe1.
03/15/2022
Looking ahead, we are mindful of the highly uncertain external environment
03/15/2022
Business models rapidly evolved, and with them, client expectations.
03/15/2022
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
03/15/2022
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
03/15/2022
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
03/15/2022
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.