Morse deal is another example of regional distribution consolidating into larger, professionally managed groups ...

Oliver Wyman noted in their wealth and asset management report with Morgan Stanley that they examined the global industry outlook, and have carefully looked at how mergers and acquisitions are now ...

Mark Shpizner joined Citi Wealth’s asset manager relationships team as a managing director, according to an internal memo confirmed by a spokesperson.

Goldman Sachs and BNY have elevated a slate of senior executives tied directly to their wealth and asset management ambitions. At Goldman several senior leaders closely tied to its Asset & Wealth ...

(Bloomberg) -- Citigroup Inc. is entrusting BlackRock Inc. with tens of billions of dollars of clients’ investments in a move that will close the bank’s only remaining in-house asset manager and ...

To ensure consistency in performance comparisons, fund assets were aligned as of Jan. 27, 2026. Net asset values were calculated using the time-weighted return methodology, a standard approach that ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” In 2025, the strategy returned ...

In a world where technology drives daily life, your clients have increasingly placed more value on their digital identities and belongings, also known as digital assets. Digital assets encompass ...

NEW YORK--(BUSINESS WIRE)--Goldman Sachs Asset Management (“GSAM”) announced today it has entered into an agreement with Deutsche Asset & Wealth Management (“DeAWM”) to acquire DeAWM’s stable value* ...

Billionaire Nirmal Jain aims to double assets at his wealth management firm in two years and triple his frontline adviser ...

Bernstein Private Wealth is taking an intentional approach to mentorship, sponsorship, and leave policies as women move into control of trillions in assets.