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.
Wealth managers court next generation for family business
SINGAPORE – Singapore banks and wealth managers have been rolling out exclusive leadership and personal development programmes targeting the children of affluent clients as part of their strategy to build early relationships with the next…
Xcel Wealth Management LLC Acquires 8,152 Shares of RH $RH
Xcel Wealth Management LLC increased its holdings in RH (NYSE:RH - Free Report) by 5.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 157,745 shares of the…
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…
Marks Group Wealth Management Inc Invests $1.37 Million in Otis Worldwide Corporation $OTIS
Marks Group Wealth Management Inc bought a new stake in shares of Otis Worldwide Corporation (NYSE:OTIS - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.
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…
Marks Group Wealth Management Inc Acquires Shares of 27,448 Uber Technologies, Inc. $UBER
Marks Group Wealth Management Inc bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. 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…
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