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.

thestandard.com.hk - The Standard 英文虎報 - BOC Life collabs with Deloitte Private to support high-net-worth individuals' wealth management
BOC Life collabs with Deloitte Private to support high-net-worth individuals' wealth management
The Standard

BOC Group Life Assurance Company Limited (BOC Life) announced a new collaboration with Deloitte Private, aimed at supporting initiatives for high net worth (HNW) individuals and families on cross‑generational wealth succession planning…

scmp.com - Chelsea Yang - Hong Kong insurers to weather Beijing's tax shift with 8-10% premium growth: S&P
Hong Kong insurers to weather Beijing's tax shift with 8-10% premium growth: S&P
South China Morning Post

Hong Kong's life insurers could still see annual premium growth of 8 to 10 per cent over the next two years, despite a recent regulatory shift stemming from Beijing's overseas taxation rules, according to credit-rating agency S&P Global Ratings.

marketbeat.com - Apollon Wealth Management LLC Boosts Stake in Bloom Energy Corporation $BE
Apollon Wealth Management LLC Boosts Stake in Bloom Energy Corporation $BE
MarketBeat

Apollon Wealth Management LLC boosted its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 1,334.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 52,529 shares of the company's…

marketbeat.com - Dominion Energy Inc. $D Shares Purchased by Florida Trust Wealth Management Co
Dominion Energy Inc. $D Shares Purchased by Florida Trust Wealth Management Co
MarketBeat

Florida Trust Wealth Management Co grew its stake in shares of Dominion Energy Inc. (NYSE:D - Free Report) by 51.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 67,185 shares of the…

marketbeat.com - Florida Trust Wealth Management Co Sells 19,058 Shares of Medtronic PLC $MDT
Florida Trust Wealth Management Co Sells 19,058 Shares of Medtronic PLC $MDT
MarketBeat

Florida Trust Wealth Management Co lowered its stake in shares of Medtronic PLC (NYSE:MDT - Free Report) by 34.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned…

marketbeat.com - Ascentis Wealth Management LLC Grows Position in AT&T Inc. $T
Ascentis Wealth Management LLC Grows Position in AT&T Inc. $T
MarketBeat

Ascentis Wealth Management LLC grew its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 603.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 77,561 shares of the…

marketbeat.com - Ascentis Wealth Management LLC Grows Position in Medtronic PLC $MDT
Ascentis Wealth Management LLC Grows Position in Medtronic PLC $MDT
MarketBeat

Ascentis Wealth Management LLC lifted its position in Medtronic PLC (NYSE:MDT - Free Report) by 3,008.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 213,477 shares of the medical technology company's…

marketbeat.com - Axxcess Wealth Management LLC Buys New Position in Wabtec $WAB
Axxcess Wealth Management LLC Buys New Position in Wabtec $WAB
MarketBeat

Axxcess Wealth Management LLC purchased a new position in shares of Wabtec (NYSE:WAB - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 5,913 shares of the…

marketbeat.com - McDonald's Corporation $MCD Shares Acquired by Ascentis Wealth Management LLC
McDonald's Corporation $MCD Shares Acquired by Ascentis Wealth Management LLC
MarketBeat

Ascentis Wealth Management LLC lifted its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 23,222.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The…

marketbeat.com - Maripau Wealth Management LLC Raises Position in Amazon.com, Inc. $AMZN
Maripau Wealth Management LLC Raises Position in Amazon.com, Inc. $AMZN
MarketBeat

Maripau Wealth Management LLC raised its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 23.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 12,761 shares of the e-commerce giant's stock after…

marketbeat.com - Bosman Wealth Management LLC Purchases 7,450 Shares of Johnson Controls International plc $JCI
Bosman Wealth Management LLC Purchases 7,450 Shares of Johnson Controls International plc $JCI
MarketBeat

Bosman Wealth Management LLC grew its position in Johnson Controls International plc (NYSE:JCI - Free Report) by 365.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,488 shares…

marketbeat.com - Ascentis Wealth Management LLC Raises Holdings in GE Vernova Inc. $GEV
Ascentis Wealth Management LLC Raises Holdings in GE Vernova Inc. $GEV
MarketBeat

Ascentis Wealth Management LLC increased its holdings in GE Vernova Inc. (NYSE:GEV - Free Report) by 60,776.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor…

marketbeat.com - Axxcess Wealth Management LLC Invests $1.88 Million in Autodesk, Inc. $ADSK
Axxcess Wealth Management LLC Invests $1.88 Million in Autodesk, Inc. $ADSK
MarketBeat

Axxcess Wealth Management LLC acquired a new position in Autodesk, Inc. (NASDAQ:ADSK - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 9,668…

marketbeat.com - Ascentis Wealth Management LLC Acquires 345,966 Shares of 3M Company $MMM
Ascentis Wealth Management LLC Acquires 345,966 Shares of 3M Company $MMM
MarketBeat

Ascentis Wealth Management LLC raised its holdings in shares of 3M Company (NYSE:MMM - Free Report) by 22,972.5% during the second quarter, according to its most recent filing with the SEC. The firm owned 347,472 shares of the conglomerate's stock…

marketbeat.com - Diversify Wealth Management LLC Has $253,000 Stock Holdings in Ryanair Holdings PLC $RYAAY
Diversify Wealth Management LLC Has $253,000 Stock Holdings in Ryanair Holdings PLC $RYAAY
MarketBeat

Diversify Wealth Management LLC trimmed its stake in shares of Ryanair Holdings PLC (NASDAQ:RYAAY - Free Report) by 88.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

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