Mercer acquires $412m Connecticut RIA
Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.
Wealth and Asset Management
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Calastone Expands Taiwan Presence Amid Growing Demand for Fund Automation
The growth of Calastone’s presence aligns with regulatory efforts to bolster Taiwan’s standing as a preeminent asset management hub.
Private Bank Reyl Slips into the Red
In contrast, the bank posted a profit of 10.5 million francs in the previous year, following a comprehensive reorganization by its parent company, Intesa Sanpaolo.
Bank of America opens West Michigan private bank to grow local market share
Bank of America Private Bank for years has served high-net-worth clients in West Michigan from a location on the east side of the state.
Close Brothers AM unveils Winchester office
A fresh location in Winchester is opened by Close Brothers Asset Management.
Titanbay teams up with Mercer on first private markets fund of funds
The product aims to overcome the key challenges faced by wealth managers in accessing private markets.
Fostering respect between generations key for wealth transfer conversations
By the time those grandchildren have kids, 90 per cent of that family fortune will be gone.
WealthTech Solutions Present a $9.43 Billion Market Opportunity by 2028
The wealthtech solutions market is expected to see rapid growth in the next few years.
2024 half-year results: Swiss Life increases profit from operations by 7% – significantly higher fee result
Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.
Mirova exceeds €200 million in commitments for the final closing of its first private equity fund
Two years after its launch, MEAC has lived up to its promise, raising €211m in commitments, from which 30% come from private clients attracted by the multi-thematic approach of this SFDR Article 9 fund1.
Wealth managers forecast client growth of more than 20%
The research included wealth managers and financial advisers representing organisations managing approximately £1.207 trillion in assets.
GBST wins Best EMEA Wealth Platform Technology Provider for Composer at International FinTech Awards for the second year running
The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.