Nikko AM launches LBO fund
Nikko Asset Management has launched a new leveraged buyout fund in Australia.
Wealth and Asset Management
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Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets
This partnership will bring the firm’s total client assets to more than $132.2 billion.
Blackstone,Revolut in talks to collaborate on wealth management – report
The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.
Wipfli: Wealth Management Executives Bullish on Growth for Next Year
But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.
Wealth managers fight for attractive HNW demographic
In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.
Great Wealth Transfer drives rise in multi-generational planning
Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.
Rothschild & Co wins three awards from IJGlobal for its advice on two major franchise deals
Represents the largest port transaction to date in South America, as the leading multi-terminal operator in Brazil including Tecon Santos, the largest container terminal in South America, plus a range of other bulk/liquid bulk terminals
Quilter Financial Planning appoints a further five firms to its network
Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.
UAE wealth tops $3.12tn in 2024 as assets surge, shows BCG report
The report also revealed that investable wealth is projected to grow from $942bn in 2024 to $1.34tn by 2029, with a 7.2 per cent CAGR
Geneva traders offer quant upgrade to wealth managers
Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.
Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead
Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.
Mirae Asset Securities: Embedding Innovation at the Core of Global Private Banking
Size is not its only strength; the company sees innovation as a strategic imperative—and is pursuing both organic and inorganic pathways to build a financial ecosystem that anticipates the future.