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.
BOC Life collabs with Deloitte Private to support high-net-worth individuals' wealth management
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…
Hong Kong insurers to weather Beijing's tax shift with 8-10% premium growth: S&P
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.
Apollon Wealth Management LLC Boosts Stake in Bloom Energy Corporation $BE
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…
Dominion Energy Inc. $D Shares Purchased by Florida Trust Wealth Management Co
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…
Florida Trust Wealth Management Co Sells 19,058 Shares of Medtronic PLC $MDT
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…
Ascentis Wealth Management LLC Grows Position in AT&T Inc. $T
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…
Ascentis Wealth Management LLC Grows Position in Medtronic PLC $MDT
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…
Axxcess Wealth Management LLC Buys New Position in Wabtec $WAB
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…
McDonald's Corporation $MCD Shares Acquired by Ascentis Wealth Management LLC
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…
Maripau Wealth Management LLC Raises Position in Amazon.com, Inc. $AMZN
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…
Bosman Wealth Management LLC Purchases 7,450 Shares of Johnson Controls International plc $JCI
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…
Ascentis Wealth Management LLC Raises Holdings in GE Vernova Inc. $GEV
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…
Axxcess Wealth Management LLC Invests $1.88 Million in Autodesk, Inc. $ADSK
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…
Ascentis Wealth Management LLC Acquires 345,966 Shares of 3M Company $MMM
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…
Diversify Wealth Management LLC Has $253,000 Stock Holdings in Ryanair Holdings PLC $RYAAY
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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