People Moves
June 7, 2023

Chicago-Headquartered Calamos Adds Senior Figures, Grows Wealth Arm

The firm said expansion of wealth management is part of its strategic growth strategy. Besides its

M and A
June 6, 2023

Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive

Mercer has been one of the most prominent acquirers of wealth management firms in the North

People Moves
June 6, 2023

Summary Of North American Wealth Management Executive Moves – April 2023

The latest roundup of moves for the North American wealth management industry.

Awards
June 6, 2023

Dentons Reflects On "Extraordinary Year" For Family Offices

People Moves
June 6, 2023

Cresset Names Ex-Pitcairn Figure For Family Offices Role

The newly-appointed figure brings 30 years of experience to the role.

People Moves
June 6, 2023

Who’s Moving Where In Wealth Management – CIBC Private Wealth, Raymond James

The latest moves in the North American wealth management sector.

Philanthropy
June 5, 2023

Opinion Of The Week: Advising Philanthropists – It's Harder Than You Think

A book published this year sets out the ideas and challenges that advisors to philanthropists need

Banking Crisis
June 5, 2023

UBS Says It May Complete Credit Suisse Acquisition By June 12

The Swiss bank gave an update on how soon it expects to wrap up its acquisition of its rival –

WM Market Reports
June 5, 2023

Market Falls Hit 2022 HNW Individuals' Wealth; Firms Must Raise Digital Game – Capgemini

One of a cluster of annual measures of how well – or not – the global wealth sector is faring,

Awards
June 5, 2023

Nominations Open For Inaugural Family Wealth Report Awards 2024 For Miami, Latin America And Caribbean

A new program is added to the global series of awards run by the publisher of this news service.