As evidence, Rao cited the 2025 Global Asset & Wealth Management Report of PwC which surveyed 300 firms in 19 countries. If found that profit per dollar of assets under management fell 19 per cent ...

Natixis Investment Managers Paris and Boston-headquartered Natixis Investment Managers, which has more than $1.5 trillion assets under management, has created a Global Client Development division, ...

Across agriculture, disruption to fertilizer and energy markets is colliding with growing weather risks. The result is a resource squeeze that could reach beyond spot commodity markets into ...

ACORE Capital , a US commercial real estate debt manager, has launched a platform that will distribute its real estate credit and select equity strategies to financial advisors and their high net ...

Banc of California has launched a private banking service for high net worth individuals, family offices, business owners and executives, covering their personal banking needs alongside existing ...

Canada’s Canaccord Genuity is reportedly discussing the option of selling its UK wealth management business to a consortium led by private equity firm Centerbridge Partners. Bloomberg, citing ...

Latigo Peak Partners, a new independent wealth management firm serving ultra-high net worth individuals and families, has launched with about $18.6 billion in AuM and a team of 48. The firm is ...

Schwab Asset Management Schwab Asset Management, the asset management arm of Charles Schwab, has launched a new exchange-traded fund to give investors access to international, investment-grade ...

In the torrent of news that comes out of Washington DC, one news item will have caught the attention of banks and wealth managers. It is a regulator’s report saying that large US banks unfairly ...

JP Morgan kicked off the bank's third-quarter reporting season by announcing that net income rose 6 per cent from the same quarter of 2025 to $15.3 billion. However, profit fell 28 per cent from ...

Jaubert explained the advantages of expanding in Ireland this year: it is more international, there are tax benefits and it is an English-speaking country. Ireland is the third largest investment ...

Average seller AuM hits $1.02 billion Overall, demand for RIA firms, especially among large buyers backed by private equity capital, remains strong. “Owners still need succession solutions, firms ...