EP Wealth acquires Clearview Wealth Advisors
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
Wealth and Asset Management
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Expect changes in investor behavior in 2026 as prediction markets expand
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
Wealth Enhancement acquires Spectrum Wealth Management and Putman Group
The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.
Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus
“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”
Aquila launches new asset manager in Zurich
Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .
Four US managers battle to beef up Asia wealth channels
The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.
DBS Appointed as Singapore’s First Onshore RMB Clearing Bank
The approval was announced during the Singapore–China Joint Council for Bilateral Cooperation meeting held in Chongqing, underscoring its significance within the broader framework of bilateral financial cooperation.
BlackRock Expands Citi Partnership, Appoints New Leader
Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.
Aviva launches flexible solution for DB surplus transfers to DC schemes
The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.
Van Lanschot Kempen has selected Amundi Technology’ ALTO Investment
Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.
Hightower Announces Launch of Hightower Signature Wealth
HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.
Partners Group finds partners in Austria
This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe.