Wealth

Citi Unifies Global Wealth Management Business

Wednesday, January 13, 2021 - 10:01pm

Citi announced today that it has created a single wealth management organization, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).

Key Points: 
  • Citi announced today that it has created a single wealth management organization, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).
  • Citi Global Wealth is a single, integrated platform serving clients across the wealth continuum, from the affluent segment to ultra-high net worth clients.
  • This new organization will be led by Jim ODonnell and will include the Citi Private Bank and Citi Personal Wealth Management.
  • Our clients are increasingly global in their presence and in their financial needs, and we are committed to helping them preserve and build wealth for themselves, their families and for future generations, said Jim ODonnell, Head of Citi Global Wealth.

Campden Wealth and GDA Group Announce Strategic Partnership

Tuesday, January 12, 2021 - 7:15pm

Campden Wealth is thrilled to welcome blockchain conglomerate GDA Group as its newest Corporate Partner for 2021.

Key Points: 
  • Campden Wealth is thrilled to welcome blockchain conglomerate GDA Group as its newest Corporate Partner for 2021.
  • The Campden Community is constantly balancing the needs of wealth creation for the future, with wealth preservation for the present.
  • We look forward to working with GDA Group to help our members understand the technical, financial, and economic nuances of digital assets and why this is an unprecedented opportunity, said Campden Wealth North America CEO Brien Biondi.
  • In addition to insights and advisory services, GDA Group will offer proprietary access into both high-growth and well-established digital asset projects for Campden Wealths family office and private capital partners.

NICOLA WEALTH GAINS BENCHSTRENGTH WITH STALLION FINANCIAL ONBOARD

Tuesday, January 12, 2021 - 6:58pm

Nicola Wealth, one of Canadas fastest-growing private investment counsel firms, will be partnering with Stallion Financial, as part of their ongoing strategy to grow their team of financial advisors and expand into new markets across Canada.

Key Points: 
  • Nicola Wealth, one of Canadas fastest-growing private investment counsel firms, will be partnering with Stallion Financial, as part of their ongoing strategy to grow their team of financial advisors and expand into new markets across Canada.
  • We share many core values and have a common pride in providing exceptional wealth management services to our clients, shares Rob Valenzano at Stallion Financial.
  • We are delighted to welcome Stallion Financial to the Nicola Wealth family and have a second office in the Greater Toronto Area.
  • Established in 1994, Nicola Wealth (www.nicolawealth.com) helps families and accomplished individuals across Canada build financial legacies with purpose, delivering the stability, security, and resources they need to focus on goals and aspirations that extend beyond wealth.

SignatureFD Announces Multiple Partner Promotions as they Continue to Grow Client Base

Monday, January 11, 2021 - 2:00pm

SignatureFD focuses on helping high-net-worth families grow, protect, give, and live their wealth to the fullest, what SignatureFD calls NET WORTHWHILE.

Key Points: 
  • SignatureFD focuses on helping high-net-worth families grow, protect, give, and live their wealth to the fullest, what SignatureFD calls NET WORTHWHILE.
  • At SignatureFD, we consider reaching numbers in a portfolio as an integral, but not isolated, part of the true wealth fulfillment journey.
  • This is why we choose to focus more on how the numbers can and should work for you, said Heather Robertson Fortner, CEO at SignatureFD.
  • These promotions to partner are not only well-deserved but widely celebrated by our entire team.

Mission Wealth Names Four New Partners to Firm in 2021

Wednesday, December 23, 2020 - 8:00pm

"We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come," said Matthew Adams, President at Mission Wealth.

Key Points: 
  • "We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come," said Matthew Adams, President at Mission Wealth.
  • Renee Hennessee has been with Mission Wealth for nearly seven years and is an energetic, innovative and results-focused technology professional.
  • As the Director of Technology for Mission Wealth, she has remarkably spearheaded and managed integration, automation, CRM technology administration, and training operations initiatives for the firm.
  • Before joining Mission Wealth in 2018, he was a Senior Wealth Advisor with Omega Financial Group.

OneAscent Celebrates Expansion Into Georgia, Florida and Tennessee

Thursday, December 17, 2020 - 9:05pm

BIRMINGHAM, Ala., Dec. 17, 2020 /PRNewswire/ --OneAscent Wealth has acquired offices in Albany, Georgia, Indian Harbour Beach, Florida, and Columbia, Tennessee, to continue growing its team of financial advisors that serve clients nationwide.

Key Points: 
  • BIRMINGHAM, Ala., Dec. 17, 2020 /PRNewswire/ --OneAscent Wealth has acquired offices in Albany, Georgia, Indian Harbour Beach, Florida, and Columbia, Tennessee, to continue growing its team of financial advisors that serve clients nationwide.
  • OneAscent Wealth announced two of these locations earlier this year as it launched the OneAscent Wealth brand as a subsidiary of OneAscent.
  • OneAscent Wealth serves individuals and institutions that desire to integrate personal or missional values into their wealth management, financial planning, and investment decisions.
  • This expansion included the acquisition of Whiddon Wealth Management and Tevebaugh & Associates, as these firms join the existing OneAscent Wealth team in Birmingham, Alabama.

Retirement Leader with $154 Million in Assets Joins Cetera via Wilde Wealth Management

Wednesday, December 16, 2020 - 1:00pm

LOS ANGELES, Dec. 16, 2020 /PRNewswire/ --Cetera has announced the affiliation of financial professional, Mike Self, who has joined Scottsdale, AZ-based Wilde Wealth Management (Wilde Wealth).

Key Points: 
  • LOS ANGELES, Dec. 16, 2020 /PRNewswire/ --Cetera has announced the affiliation of financial professional, Mike Self, who has joined Scottsdale, AZ-based Wilde Wealth Management (Wilde Wealth).
  • Self has nearly 30 years' experience in financial services and currently supports $154 million in assets under management.
  • Trevor Wildesaid, "We take tremendous pride in our team dynamic within Wilde Wealth Management and with our extended team at Cetera.
  • Wilde Wealth Management and Cetera are under separate ownership.

Sterling Wealth Associates adds exciting new fixed return bond to their property portfolio

Wednesday, December 16, 2020 - 12:00pm

LONDON, Dec. 16, 2020 /PRNewswire/ --An exciting new investment opportunity has been added to Sterling Wealth Associates portfolio that will see investors receive an annual fixed return of 8% with little to no hassle.

Key Points: 
  • LONDON, Dec. 16, 2020 /PRNewswire/ --An exciting new investment opportunity has been added to Sterling Wealth Associates portfolio that will see investors receive an annual fixed return of 8% with little to no hassle.
  • With Sterling Wealth Properties new fixed return bond, these pressures will be alleviated as they will take the stress out of owning property.
  • The money invested will be used by Sterling Wealth to buy a property that suits each client's specific requirements to yield the highest income possible.
  • This bond is perfect for first time property investments or investments from overseas as there is no requirement to act as landlord on any newly acquired buy-to-let property.

Sterling Wealth Associates adds exciting new fixed return bond to their property portfolio

Wednesday, December 16, 2020 - 11:54am

LONDON, Dec. 16, 2020 /PRNewswire/ --An exciting new investment opportunity has been added to Sterling Wealth Associates portfolio that will see investors receive an annual fixed return of 8% with little to no hassle.

Key Points: 
  • LONDON, Dec. 16, 2020 /PRNewswire/ --An exciting new investment opportunity has been added to Sterling Wealth Associates portfolio that will see investors receive an annual fixed return of 8% with little to no hassle.
  • Buying property as an investment is a long-term, time-consuming exercise that requires liaising with property management companies, arranging tenants and dealing with the day-to-day running required to own a well-maintained, profitable property.
  • With Sterling Wealth Properties new fixed return bond, these pressures will be alleviated as they will take the stress out of owning property.
  • The money invested will be used by Sterling Wealth to buy a property that suits each client's specific requirements to yield the highest income possible.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

Tuesday, December 15, 2020 - 11:00am

OAKS, Pa., Dec. 15, 2020 /PRNewswire/ -- SEI (NASDAQ:SEIC) announced today that Pacific Premier Trust, a division of Pacific Premier Bank, will convert their wealth business to the SEI Wealth Platform SM(SWP).

Key Points: 
  • OAKS, Pa., Dec. 15, 2020 /PRNewswire/ -- SEI (NASDAQ:SEIC) announced today that Pacific Premier Trust, a division of Pacific Premier Bank, will convert their wealth business to the SEI Wealth Platform SM(SWP).
  • Although Pacific Premier Trust currently runs their business on a competitor's technology platform, they have always run their operations in house.
  • The conversion of Pacific Premier Trust's wealth business to SWP is targeted to occur in the first half of 2021.
  • The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise.