Integrated Recruits $1B Retirement Plan-Focused Firm
San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.
Wealth and Asset Management
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Quarterly Flows and FUM update and Intention to Move to the Main Market
Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.
Gold shines bright – but is it really a safe bet?
With gold nearing record highs and experts predicting continued growth, 2025 may be another promising year for investors but experts urge caution
Fairstone adds £4bn assets with acquisition programme
It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.
Northern Trust Secures Platinum Asset Management Asset Servicing Business
Northern Trust to Provide ‘Front-to-Back' Asset Servicing Solutions for AU$11 Billion Fund
Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC, an Independent RIA with Over $673 Million in Client Assets
This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.
ASK Private Wealth debuts DIFC office for NRIs, global investors
It is the wealth management arm of Blackstone-backed ASK Asset & Wealth Management Group
Revolut plots push into private banking
The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.
Abrdn rebrands MyFolio range and cuts fees
The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products.
Wealth managers urged to ‘get aboard the AI train’
The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.
Bravura signs South Africa's Old Mutual Wealth
This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.
Goldman Sachs Announces Creation of Capital Solutions Group
This expanded group will better coordinate, innovate and accelerate the delivery of services to these clients.