GlobalData on MSN16h
Green Wealth Partners rebrands to LeoVest Partners
After a thorough overhaul, Green Wealth Partners has successfully changed its name to LeoVest Partners. A collection of ...
Spear's Magazine8d
Asset managers confident AI will fuel revenue growth
Asset and wealth managers expect AI to become increasingly important in their work – with spillover effects for investors ...
Pensions&Investments2d
World’s 100 largest asset owners now hold record $26.3 trillion
The AO100, made up of the world’s largest 100 asset owners, now hold a record $26.3 trillion, according to research by the ...
GlobalData on MSN14h
ATB Financial finalises acquisition of BCV Asset Management
BCV provides tailored wealth management services to HNW investors seeking alternatives to traditional investment products.
Four fifths of asset and wealth managers say AI will fuel revenue growth
Four-fifths (80%) of asset and wealth management (AWM) organisations say disruptive technologies such as AI will fuel revenue ...
Abu Dhabi Sovereign Wealth Affiliate to Take CI Financial Private
Wealth and asset management company CI Financial has agreed to sell itself to Mubadala Capital, a unit of an Abu Dhabi ...
Digital Wealth Partners Introduces New Hedge Fund Featuring Two Unique Investment Strategies
The fund will be managed by Matthew Snider, Chief Investment Officer of Digital Wealth Partners. Snider brings substantial ...
GlobalData on MSN5d
Steward adds over $850m in assets with Mainstay Wealth Management
Hybrid RIA Steward Partners has acquired Mainstay Wealth Management, expanding its New Jersey foothold. The move adds four ...
InvestmentNews2d
Summit Financial scores $420M in assets with triple acquisition
The RIA giant's latest equity partnerships give it new footholds in North Carolina, Wisconsin and the Tri-State area.