Wealth and Asset Management

15185 articles found

Wealth and Asset Management

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Hightower’s Treasury Partners, a wealth management team based in New York City, today announced that Founder and Chief Investment Officer Richard Saperstein has been named to the 2026 Barron’s Top 100 Financial Advisors list for the 23rd consecutive year.   Saperstein ranked No. 5 on the list, which recognizes the nation’s top wealth managers. He […]
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Wealth and Asset Management

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Ritholtz Wealth Management (“Ritholtz”), a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announced the launch of Porterhouse, a new equity separately managed account (SMA) strategy developed in partnership with global investment leader Franklin Templeton. The strategy is available exclusively to Ritholtz clients and is designed to complement […]
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Wealth and Asset Management

Bergos Annual Report 2025

Report on the 37th Financial Year.   In his foreword, the Chairman of the Board Dr Peter Schmid reflects on the 2025 financial year, outlining the key developments in the macroeconomic environment, the implications for capital markets, and the strategic priorities shaping Bergos’ future.   Key figures REPORT ON THE 37TH FINANCIAL YEAR: SUMMARY   […]
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Wealth and Asset Management

France’s Groupe Allen buys UK wealth manager Altyx

French wealth advisory group Groupe Allen has taken over Altyx Financial Planning, a London-based firm focused on French nationals living in the UK and dealing with cross-border wealth management issues.     The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.    No financial details of the deal were released.     […]
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Wealth and Asset Management

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

SEI has announced it will sponsor Greater Philadelphia-based professional golfer Braden Shattuck at the PGA Championship, taking place May 14–17 at Aronimink Golf Club in Newtown Square, Pennsylvania. The sponsorship will include SEI branding on Shattuck’s tournament apparel.   Shattuck embodies the strength and potential of the local community, having earned his place through years […]
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Wealth and Asset Management

AlTi Global Q1 2026 slides: 28% revenue growth, UHNW focus drives results

AlTi Global presented its first quarter 2026 earnings on May 11, 2026, showcasing robust financial performance despite challenging macroeconomic conditions.    The independent wealth management firm, which serves ultra-high-net-worth families and institutions, reported significant revenue growth and margin expansion as it continues to scale its global platform.   In premarket trading, ALTI shares edged up […]
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Wealth and Asset Management

Where patience takes root: 125 years of building a family business at Frank P Matthews

key takeaways. Succession planning is most effective when it begins early. At Frank P Matthews, a multi-generational tree nursery, a 19-year transition allowed leadership and responsibility to develop gradually across generations In family businesses, alignment between generations is rarely accidental. Here, shared decision making reflects years of working together, clear responsibilities, and mutual trust Patient […]
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Wealth and Asset Management

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

Bank of Nova Scotia's wealth-management arm will offer services to high-net-worth clients of State Bank of India's business in Canada.   Scotia Wealth Management and SBI Canada Bank agreed a referral-relationship arrangement, which will allow both companies to extend their coverage for clients locally in Canada.   Scotia Wealth Management will offer advisory and investment-management […]
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Wealth and Asset Management

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

Ultra High Net Worth (UHNW) population to reach 734,100 by 2030, a 33% increase Combined net worth of the world’s richest will climb to $84tn by 2030 Nearly 79% are self-made, with just 5% solely inheriting their wealth Altrata’s latest report, Global Citizens: Entrepreneurship, Mobility and the Ultra Wealthy, sponsored by leading investment migration consultancy […]
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