Tag: Wealth management
SEI enhances wealth management with multi-custody data integration
SEI (NASDAQ:SEIC) has announced an enhancement for U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP), offering an advanced integration that allows for comprehensive management ... Read More
Brown Brothers Harriman & Co. expands wealth management and multi-family office team in Houston
Brown Brothers Harriman & Co. (BBH), a leading privately held financial institution, announced a significant enhancement to its Wealth Management and Multi-Family Office services in ... Read More
WealthWise Financial Services expands in Texas with strategic acquisition
WealthWise Financial Services, renowned for its integrative wealth management approach tailored to business owners, executives, and female investors, has recently made headlines with the acquisition ... Read More
BlackRock to fully acquire SpiderRock Advisors to strengthen SMA capabilities
BlackRock, Inc. (NYSE: BLK), the world's largest asset manager, announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, a premier provider of ... Read More
Angel One makes strategic foray into private wealth management with new leadership
In a significant move that underscores the growing intersection of technology and finance, Angel One, one of India's leading fintech entities, has announced its venture ... Read More
Security Bank partners with Avaloq to revolutionize wealth management in Philippines
Security Bank, a premier Makati-based private universal bank in the Philippines, has embarked on a significant digital transformation journey by partnering with Avaloq, a global ... Read More
Poterack Capital Advisory joins forces with Private Advisor Group in strategic growth move
Private Advisor Group, recognized as one of the leading and fastest-growing independent wealth management firms in the United States, has officially announced the integration of ... Read More
Paulson Capital acquires Orca Investment Management to boost investment advisory services
Paulson Capital Holding Company, LLC (Paulson), the parent entity to the esteemed Paulson Investment Company, LLC, has officially announced its acquisition of Orca Investment Management, ... Read More
OneDigital bolsters financial advisory platform with WealthSource acquisition
In a significant move to expand its wealth management services, OneDigital Investment Advisors, a subsidiary of the leading insurance brokerage, financial services, and HR consulting ... Read More
Aon Plc announces $13.4bn acquisition of NFP to expand market reach
Aon plc (NYSE: AON), a global leader in professional services, has made a strategic move to acquire NFP, a prominent middle market property and casualty ... Read More