MAG Wealth Management takes over Ovation Wealth Advisors
The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.
Wealth and Asset Management
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JTC Recognised Again at Wealthbriefing Channel Islands Awards
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months
Julius Baer: Interim Management Statement for the first ten months of 2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
HSBC expands Global Private Banking in Kuwait
The launch of Global Private Banking in Kuwait is a significant milestone for HSBC and reinforces its commitment to Kuwait.
Blackstone to train Hong Kong wealth managers as private assets gain investor favour
Alternative asset manager launches Blackstone University programme along with Private Wealth Management Association
Wealth management firm Fairstone buys Donegal brokerage
Acquisition comes amid continuing consolidation in the sector
MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth
This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.
Close Brothers Asset Management partners with Objectway to drive growth and innovation
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
How Millennials Are Reshaping Global Wealth
The new generations are at the forefront of a new era, driven by rapid geopolitical shifts, economic volatility and groundbreaking technological advancements.