Impax Asset Management Group Q2 AUM update
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
Wealth and Asset Management
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Modern Wealth Management Launches with Equity Financing from Crestview Partners
Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.
Wealth Dynamix COO Makes Top 25 Women Leaders in Financial Technology for Europe for 2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
Khan Says UBS May Retain Credit Suisse's India Wealth Unit
Khan ran the business for Credit Suisse before he left for UBS in 2019.
Macquarie Asset Management and Magma Equities acquire Dallas area 285-unit multi-family investment
DFW is one of the fastest growing metro areas in the US due to the combination of its strong job and population growth, business friendly nature and affordability.
JP Morgan private bank surpasses 3,000 adviser mark for the first time
In her 2022 letter to shareholders Mary Callahan Erdoes, CEO of Asset & Wealth Management, focused on the investments the firm made into private banking during the year.
RBC Snags $1B Team From Troubled First Republic Bank
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.
Sanctuary Wealth Congratulates 14 Advisors Named to Forbes' Best-in-State Wealth Advisors List
Two affiliated advisors also named to Forbes' America's Top Wealth Advisors list
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
The importance of a Global Perspective
As the uncertainty that beset markets in 2022 continues into 2023, the importance of adopting a global perspective can’t be overstated.
The St.Galler Kantonalbank is expanding its open banking offering
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
Wealth Management Opportunities in the Shadow of a Giant
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.