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With rising assets and improved ROTCE — return on tangible common equity — Citi checks off goals for its wealth management unit.
Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.
Citi Wealth research shows Singapore’s high net worth (HNW) clients now hold average assets of US$1.50 million, up 6% in a year. More than half of those clients are comfortable exp...
JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup were among the firms that reported third-quarter earnings.
The service spans public and private assets, ownership structures, and geographies for UHNW clients
The new AI agent is built on proprietary technology and draws exclusively from a walled garden of Wealth Management's own content.
One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...
Building wealth means different things to different clients. For many, it is about entering markets at more attainable
The debt offering included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments.
Where do we go from here?
Canada's top wealth management employers are winning talent with trust, career growth, and a smarter approach to AI
Rising markets and strong net new money pushed RBC Wealth Management's net income up 32% in Q3, with AUM hitting $1.70 trillion
Wealthspire's entertainment and sports unit expands its U.K. footprint, picking up London-based Atlantic Swiss that oversees more than $1 billion for clients in media and sports.
Wealthspire's entertainment and sports unit expands its U.K. footprint, picking up London-based Atlantic Swiss that oversees more than $1 billion for clients in media and sports.
In Morgan Stanley's case, net new assets jumped 187% year-over-year, largely due to IPO-related flows.
Citizens founded its private-banking unit on the ashes of First Republic Bank, which failed in 2023. Three years later, Citizens Private Bank is going places First Republic never w...
Wealth management is not simply adopting another generation of technology. It is entering a more fun...
The Charlotte-based wealth services firm completed its third acquisition in 18 months, adding OCIO expertise and services.
As investors navigate shifting global markets, rising healthcare costs, and the challenge of preserving wealth across generations, access to informed and diversified financial stra...
Merchant's investment in the Australian-based Ironbark represents its largest deal outside America at $255.9 million.
CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
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