News, Comment & Analysis results for Ascent

People Moves
May 19, 2026

Who's Moving Where In Wealth Management? – Raymond James, Crusonia, Others

The latest senior moves, appointments and personnel changes in North American wealth management.

People Moves
April 9, 2026

Summary Of Moves In North American Wealth Management – February 2026

A roundup of moves, hires and personnel changes in North American wealth management in February.

Investment Strategies
March 16, 2026

OPINION OF THE WEEK: Private Credit Sector Wobbles Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received

People Moves
February 19, 2026

Dallas-Based Wealth Advisor Joins Ascentis

Ascentis Family Wealth serves clients from UHNW investors to athletes.

Alt Investments
November 12, 2025

How Family Offices Should Address Private Markets When Valuations Get "Stretched"

Amid all the enthusiasm for private markets and sectors such as AI is the undeniable point that in

M and A
July 21, 2025

SS&C To Acquire Global Funds Network In $1.0 Billion Deal

One of the largest banking and wealth sector technology firms – based in the US – has agreed to

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

Strategy
May 12, 2025

Spike In Expat Interest Spurs Cross-Border Planning Activity

Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,

People Moves
April 24, 2025

Bank Of America Names MD, Private Client Advisor For New York

The appointment is another in a series of hires that Bank of America has made around the US at its

Financial Results
April 16, 2025

Global Wealth, Investment Arm Of BoA Reports Steady Q1 2025 Net Income

Bank of America reported results for business units including its private bank and Merrill Wealth

Comment & Analysis results for Ascent

Strategy
March 18, 2025

Riding The Southeast's Wealth Ascent At Bank Of America Private Bank

As shown by a number of high-profile hires, the private banking arm of Bank of America continues to