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.
Aquilance Raises $16M to Expand Wealth Management Tech
Aquilance, which provides personal financial management for ultra-high-net-worth families and family offices, has raised $16 million in funding from Ten Coves Capital, a fintech-focused private equity firm that was an early investor in Bill.com. It…
Kingsman Wealth Management Inc. Raises Holdings in Microsoft Corporation $MSFT
Kingsman Wealth Management Inc. raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,703…
Smith Salley Wealth Management Purchases 9,137 Shares of Microsoft Corporation $MSFT
Smith Salley Wealth Management lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional…
The TJX Companies, Inc. $TJX Holdings Trimmed by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. cut its holdings in The TJX Companies, Inc. (NYSE:TJX - Free Report) by 88.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The…
Geneos Wealth Management Inc. Decreases Stake in Meta Platforms, Inc. $META
Geneos Wealth Management Inc. lessened its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 23.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned…
S&P Global Inc. $SPGI Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lowered its position in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 91.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…
Bosman Wealth Management LLC Has $4.89 Million Stake in TechnipFMC plc $FTI
Bosman Wealth Management LLC decreased its stake in shares of TechnipFMC plc (NYSE:FTI - Free Report) by 16.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor…
Geneos Wealth Management Inc. Sells 4,657 Shares of Quanta Services, Inc. $PWR
Geneos Wealth Management Inc. decreased its holdings in Quanta Services, Inc. (NYSE:PWR - Free Report) by 95.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 210…
Bosman Wealth Management LLC Acquires New Position in Advanced Micro Devices, Inc. $AMD
Bosman Wealth Management LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 5,559 shares…
Blackstone Ties Up With Clearstream in Latest Europe Wealth Push
Blackstone Inc. has signed a distribution deal with Deutsche Boerse AG 's post-trade unit Clearstream to offer private markets strategies to wealth managers, marking the alternative investment giant's latest push into European wealth. The agreement…
CNBC Daily Open: Worries over Iran and Fed independence weigh on markets
China's exports for 2025 grew 5.5%, taking Beijing's trade surplus to a record $1.19 trillion. Trump on Tuesday attacked Powell again. Meanwhile, global central bankers defend Powell. South Korea's special prosecutor has requested the death penalty…
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