07/15/2021
Allworth Financial acquires wealth management firm
The agreement marks Allworth’s 9th office location in Northern California
Wealth and Asset Management
07/15/2021
Jefferies and SMBC Announce Strategic Alliance
Jefferies and SMBC Group to Collaborate on Future Business Opportunities to Enhance Value to Their Clients and Accelerate Strategic Initiatives
07/15/2021
«Christl» Delivers for UBS
UBS Europe would certainly have been to her taste when she took the helm in 2019
07/15/2021
LGT acquires stake in digital wealth manager
LGT has agreed to acquire a strategic minority stake in LIQID.
07/15/2021
Brooks Macdonald's 4Q Funds Under Management Hit Record
The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.
07/15/2021
Gresham House assets grow steadily as ESG appetite endures
Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025
07/15/2021
W.H. Ireland Swung to Pretax Profit for FY 2021
The profit was driven by strong performance from its capital-markets division
07/15/2021
Goldman Sachs Asset Management Announces Launch of Goldman Sachs Future Planet Equity Exchange Traded Fund
Goldman Sachs intends to invest in the Fund alongside its clients.
07/15/2021
Top 4 WealthTech companies transforming the European market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
07/15/2021
UBS Advisor Wendy Spinner Recognized for Local Philanthropic Work by Invest in Others
It’s truly gratifying to see her acknowledged for her long-standing dedication to the communities she serves.
07/15/2021
Morgan Stanley wealth unit revenues offset trading slowdown
Wall Street bank benefited from higher fees in second quarter
07/15/2021
Goldman Sachs and JP Morgan report bumper second-quarter profits
Investment banking arms of two Wall Street firms benefit from global glut of mergers and acquisitions
07/14/2021
Quilter Financial Advisers announces new corporate partnership
The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.
07/14/2021
More Calls for Change at Credit Suisse
oody’s raised the outlook for both ratings to stable from negative.
07/14/2021
Liontrust AUM up 8.5% as net flows reach £1bn
The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.
07/14/2021
Wells Fargo to Announce Second Quarter 2021 Earnings on July 14, 2021
The Company will host a live conference call on Wednesday, July 14, at 11:30 a.m. Eastern Time.
07/14/2021
BlackRock smashes profit estimates as assets reach a record almost $10 trillion
The investment titan racked up $81bn total net inflows in the second quarter of the year, driven by higher investments across its funds, with exchange-traded funds (ETFs) remaining the most popular.
07/14/2021
Citi rolls out self-directed investment offering
The offering will expand in the coming months to provide access to additional types of investments, including mutual funds.
07/14/2021
SJP to overhaul funds with eight fresh managers
SJP will also look to improve its Alternative Assets fund and Japan fund that were placed on watch this year.
07/14/2021
265% rise in UK wealth and asset management M&A deals in a year
Total value of transactions in the industry increased to £6.1bn in H1 2021