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.
/afaqs/media/media_files/2026/06/03/godrej_wealth-2026-06-03-16-30-51.png)
Godrej enters wealth management with launch of Godrej Wealth
The Godrej Group has entered the wealth management sector with the launch of a dedicated platform aimed at affluent and high-net-worth individuals. The company has set a target of managing Rs 1 lakh crore in assets under management (AUM) over the…
Wealth Management Announces 2026 Industry Awards Finalists
Wealth Management today announced the slate of companies and executives named finalists for the 2026 Wealth Management Industry Awards. Popularly known as the “Wealthies,” the awards are presented annually to recognize the year's best…
Overtaken by Hong Kong in global wealth management, Swiss keep cool
Hong Kong is now the world's largest cross-border booking centre thanks to inflows from mainland China, strong initial public offering activity, and equity market gains, said a study published last week by the Boston Consulting Group (BCG). Hong…
Morgan Stanley will soon open its trillion-dollar wealth management funnel to AI agents
Morgan Stanley will soon allow external AI agents to connect directly with its stock administration platforms, CNBC has learned exclusively. Mark Mitchell, chief product officer of Morgan Stanley at Work, told CNBC that AI agents can help corporate…
From Olympic trials to a £5m wealth management platform: Strabo's Ben Waterman
Entrepreneurs are a resilient bunch; they experience challenges and disappointment regularly. Yet, the successful ones somehow manage to summon up the strength to build back. One of the few groups with comparable experiences are athletes; from…
The Charles Schwab Corporation $SCHW Shares Purchased by Greenwich Wealth Management LLC
Greenwich Wealth Management LLC boosted its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 72.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 328,306 shares of the…
Greenwich Wealth Management LLC Boosts Stock Holdings in Tesla, Inc. $TSLA
Greenwich Wealth Management LLC boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3,002.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,053 shares of the…
Greenwich Wealth Management LLC Takes $5.53 Million Position in Robinhood Markets, Inc. $HOOD
Greenwich Wealth Management LLC acquired a new stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The…
Paulson Wealth Management Inc. Reduces Stock Position in Alphabet Inc. $GOOGL
Paulson Wealth Management Inc. lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 36.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,052…
BankPlus Wealth Management LLC Sells 3,476 Shares of NVIDIA Corporation $NVDA
BankPlus Wealth Management LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 28.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,702…
Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide
Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide U.S. adds 736,000 new millionaires — more than any other market — to reach 8.7 million Ultra-high-net-worth…
Dynasty Wealth Management LLC Acquires 2,180 Shares of Eli Lilly and Company $LLY
Dynasty Wealth Management LLC boosted its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 235.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,104 shares…
Industrials Flat as Inflation Fears Percolate -- Industrials Roundup
Shares of industrial and transportation companies were more or less flat as deal activity offset wholesale inflation fears. German arms maker Rheinmetall agreed to sell its automotive business to Munich-based industrial group Aequita for a…
Greenwich Wealth Management LLC Reduces Stock Holdings in Interactive Brokers Group, Inc. $IBKR
Greenwich Wealth Management LLC lessened its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) by 11.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,185,108 shares…
Greenwich Wealth Management LLC Buys 21,796 Shares of Pan American Silver Corp. $PAAS
Greenwich Wealth Management LLC raised its stake in Pan American Silver Corp. (NYSE:PAAS - Free Report) TSE: PAAS by 80.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 49,000 shares…
Receive a Daily briefing on Wealth Management Industry News
Get Started