Wealth management has long been viewed as the domain of the rich and affluent. Whether in developed countries or developing ones like India, its tools and services—designed to grow and protect ...

Wealth management solutions provider Osaic has acquired investment management company CW Advisors for an undisclosed sum. The acquired company is a registered investment advisor based in Boston ...

It Isn’t Just Private Equity. Sovereign-Wealth Funds Want a Piece of the Wealth Management Business. The largest RIAs are increasingly turning to foreign investment funds to provide capital.

3. Bridgepoint in talks to buy wealth management firm Finzzle Groupe Bridgepoint entered exclusive negotiations to buy a majority stake in Finzzle Groupe in May-end.

IG Wealth Management (IGWM) – Assets under advisement were $143.7 billion up from $139.1 billion in the prior month. Record high Investment fund net sales were $250 million up from net ...

The newly released World Wealth Report 2025 from Capgemini Research Institute reveals that the US added 562,000 new millionaires, a 7.6% increase, while the overall cohort’s wealth grew by 9.1%.

Every year, Accounting Today ranks the top CPA firms by assets under management, highlighting the key players in this major service niches for accountants For our 19th annual ranking, we received ...

Zurich, 18 June 2025 – In 2024, global wealth grew 4.6% after a 4.2% increase in 2023, continuing a consistent upward trend. The speed of growth was far from uniform, largely tilted towards North ...

The launch of Chubb 1792 Club marks a key milestone for Chubb Life as Hong Kong accelerates its ascent as a global insurance and wealth management powerhouse, attracting affluent and HNW customers and ...

Wealth firms followed, drawn by the same fundamentals, with new ambitions. “A large majority of those private equity investments actually reside on the insurance side,” Orsini says.

Canada is currently undergoing the largest intergenerational wealth transfer in history, but more than half of us aren’t ready. A recent study by IG Wealth Management (IG) uncovered that 54 per ...