Goldman Sachs to cut asset management investments that weighed on earnings
Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.
Wealth and Asset Management
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Lighthouse Canton wins Best Independent Wealth Manager – Asia Pacific
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management in the Asia Pacific region.
Mercer Advisors Refreshes Brand with a Modern Approach to Wealth Management
New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm
GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance
Alongside Carmignac and Janus Henderson
Titan Wealth and LEBC announces strategic partnership
Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.
Boris Collardi Has a New Mission at EFG
The former Pictet partner and Julius Baer CEO is well connected with the very growth-oriented financial institutions he wants to work with to expand the business.
J.P. Morgan Approved for Full Ownership of China JV
Following the acquisition, CIFM will be operating under the JPMAM brand in China and all of its employees will eventually relocate to join the American firm in its Shanghai office.
UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
Ocorian employee named in Top 50 Most Influential list by eprivateclient
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
Affinity Private Wealth launches Irish-domiciled sustainable growth UCITS fund
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.