News, Comment & Analysis results for Archive

Strategy
June 14, 2024

Goldman Sachs' Big Wealth Lending Ambitions Revealed – Report

The bank is reportedly aiming to increase lending to UHNW clients as part of its strategy for

People Moves
June 14, 2024

Citigroup Adds To US Wealth Team

The changes take effect from September once the former Merrill figure joins the US bank, it said.

Alt Investments
June 14, 2024

US Alternative Investments House Enters South Korean Pact

The move reflects how South Korean investors, and those in the wider Asia region, are seeking to

People Moves
June 14, 2024

Who’s Moving Where In Wealth Management? – Northern Trust AM, Raymond James

The latest senior appointments, moves, personnel changes and adjustments in the North American

People Moves
June 13, 2024

Fiduciary Trust International Adds Trust Counsel In NY

The firm has added a number of people to its New York office in recent months.

M and A
June 13, 2024

Summit Trail Advisors Add $3 Billion AuM Group

The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the

People Moves
June 13, 2024

Who's Moving Where In Wealth Management? – Raymond James, Pritzker Private Capital, Others

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

People Moves
June 13, 2024

US Wealth House Launches Independent Californian Firm

The model enables the firm to operate as a standalone business, tapping into Summit's

Alt Investments
June 13, 2024

Preqin Launches Private Market Navigation Offering

Navigating the reefs and shoals of private markets is more important than ever, given the billions

Alt Investments
June 12, 2024

Preqin Launches Private Markets Navigation Tool

Navigating the reefs and shoals of private markets is more important than ever, given the billions