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Natixis Global acquires Gateway Investments
Cincinnati-based Gateway will retain its name and portfolio managers.
Focus to acquire British wealth firm
The fast-growing wealth-management partnership is acquiring Greystone Financial Services Ltd.
BNY Mellon unveils wealth platform
Private Workbench allows clients to prepare a range of reports on holdings, transactions, taxes and other items.
Wealthy stressed by rocky economy
Confidence among investors with more than $500,000 in investible assets tumbled to an all-time low in January.
T. Rowe hires ex-Kuwait wealth exec
The Baltimore-based asset manager added Helen Ford as a U.S. equity portfolio specialist based in the company's London office.
McColgan to join Morgan wealth unit
Ellyn A. McColgan was named president and COO of Morgan Stanley’s global wealth management group,
Ex-ASB partners form wealth firm
International Value Advisers will manage global assets for institutions and high-net-worth individuals.
Survey: Rich believe they will get richer
Nearly 60% of ultrahigh-net-worth investors are expressing optimism about their portfolios for the coming year.
Boston Private buys Davidson Capital
More consolidation hit the wealth management industry today with the acquisition of Davidson Capital by Boston Private.
Northstar rolls out customized wealth suite
NorthStar Systems has rolled out a wealth management platform that includes a suite of services building on the company's many individual offerings.
Study profiles high-net-worth donors
The Bank of America report identifies 12 donor types and how they go about giving away their money.
Millionaires, merely affluent lose faith
The Spectrem Millionaire Investor Index fell 11 points in November to a reading of 3.
Fisher appoints wealth manager
Fisher Investments has appointed Miles Standish as the new managing director of its London-based Fisher Wealth Management subsidiary.
Astor sues Astor
The son of New York philanthropist Brooke Astor and his attorney are expected to be indicted due to their handling of her $198 million estate.
Fisher Investments enters publishing biz
Wiley and Fisher Investments create joint venture to publish books written by asset manager's employees.
Merrill honchos to head up wealth bank
Financial heavy-hitters have joined a new wealth management firm set to open in Greenwich, Conn.
Goldman names Latin wealth manager
Based in Miami, Beatriz Sanchez will be responsible for overseeing the Private Wealth Management business in Latin America.
Fidelity Wealth boasts $325B in assets
Fidelity Institutional Wealth Services' total client assets reached $325 billion, up 50% from last year.
Fear of risk draws the wealthy
It is the focus on risk, not rewards, that drives wealthy individual investors, said Stephen Gresham.
Rockefeller names marketing chief
Rockefeller & Co. a New York wealth management firm, has chosen Michael J. Collins as chief marketing officer of its Integrated Wealth Services business.
