Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Hong Kong finance chief woos French wealth managers as European tour starts
Hong Kong's finance chief has begun a five-day European tour, starting in France, as part of the city's latest push to attract global capital and reinforce its status as an international financial hub. Financial Secretary Paul Chan Mo-po arrived in…
This Wealth Manager Just Bet $5.8 Million on BlackRock's Active Country Rotation ETF
On May 15, 2026, Barnes Wealth Management Group disclosed a new position in BlackRock ETF Trust - iShares International Country Rotation Active ETF (CORO 0.11%), acquiring 180,394 shares for an estimated $5.8 million based on quarterly average…
Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty
Nour Private Wealth (NPW), an independent wealth management firm, reports a notable shift in how ultra high net worth (UHNW) families are approaching wealth management in today's uncertain global environment. TORONTO, May 19, 2026 /CNW/ - A growing…
Manulife Wealth & Asset Management Appoints Jeff Kellogg as Head of Global Investment Products
BOSTON and TORONTO, May 19, 2026 /CNW/ - Manulife Wealth & Asset Management (Manulife WAM) today announced the appointment of Jeffrey M. Kellogg as its new Head of Global Investment Products. Kellogg will report directly to Paul Lorentz, President…
Western Wealth Management LLC Trims Holdings in Vertiv Holdings Co. $VRT
Western Wealth Management LLC decreased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 78.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned…
JPMorgan Chase & Co. $JPM Stake Increased by BankPlus Wealth Management LLC
BankPlus Wealth Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 177.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor…
Heritage Wealth Management Inc. CA Sells 1,271 Shares of Broadcom Inc. $AVGO
Heritage Wealth Management Inc. CA trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,840…
Northwestern Mutual Wealth Management Co. Lowers Holdings in CocaCola Company (The) $KO
Northwestern Mutual Wealth Management Co. trimmed its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 20.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Cuts Stake in ExxonMobil Corporation $XOM
Northwestern Mutual Wealth Management Co. lowered its holdings in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 37.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The…
Northwestern Mutual Wealth Management Co. Increases Stake in Astrazeneca Plc $AZN
Northwestern Mutual Wealth Management Co. increased its holdings in shares of Astrazeneca Plc (NYSE:AZN - Free Report) by 225.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange…
Bank Of Montreal $BMO Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. lifted its position in shares of Bank Of Montreal (NYSE:BMO - Free Report) TSE: BMO by 2,127.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange…
Aureum Wealth Management LLC Takes $964,000 Position in Microsoft Corporation $MSFT
Aureum Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,994 shares of…
Northwestern Mutual Wealth Management Co. Grows Stake in Carnival Corporation $CCL
Northwestern Mutual Wealth Management Co. grew its position in Carnival Corporation (NYSE:CCL - Free Report) by 1,621.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund…
Northwestern Mutual Wealth Management Co. Decreases Position in Tesla, Inc. $TSLA
Northwestern Mutual Wealth Management Co. trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 63.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional…
Northwestern Mutual Wealth Management Co. Grows Stake in Edison International $EIX
Northwestern Mutual Wealth Management Co. increased its holdings in shares of Edison International (NYSE:EIX - Free Report) by 4,013.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.
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