News, Comment & Analysis results for Archive

M and A
February 18, 2022

US-Based ALTSMARK Buys European UHNW Solutions Provider

The rise of firms such as ALTSMARK in the US and Finlight in the UK shows how the wealth industry

Compliance
February 18, 2022

Global Financial Think Tank Frets Over Crypto-assets

The global crypto-assets market is now measured in trillions of dollars, although not yet more than

Legal
February 18, 2022

Allianz Expects $4.2 Billion Charge From Fund Woes

The Germany-based group said that discussions with remaining plaintiffs and legal authorities in

People Moves
February 17, 2022

Who's Moving Where In Wealth Management? – Dynasty, Manulife

The latest moves and appointments in the North American wealth management sector.

M and A
February 17, 2022

Sanctuary Wealth Forms Texas JV

The JD, which operates as 6 Degrees, is part of Sanctuary's initiative to help older advisors move

WM Market Reports
February 17, 2022

HNW-Focused Advisors More Team-Focused Than For Mass Market – Cerulli

While not totally surprising to this publication, a report notes that wealth practices serving HNW

People Moves
February 17, 2022

Carson Group Creates New Role Of CTO

The new CTO has worked across a number of sectors, including a capital markets firm, UBS and the

M and A
February 16, 2022

Wellington Management Recruits Hedge Fund Team

The team of investment managers oversees about $350 million of client assets across a variety of

ESG
February 16, 2022

Editorial Comment: Regulators, Fund Raters Go After Greenwashing

The phenomenon of "sustainable" and "green" investing is now well established, and regulators are

Statistics
February 16, 2022

ETF Assets Sank In January Amid Chillier Markets

Such index-tracking entities have proliferated mightily over recent years with total AuM hitting a

Comment & Analysis results for Archive