BlackDiamond Wealth Management LLC’s holdings in Apple were worth $5,575,000 as of its most recent SEC filing. Several other hedge funds have also recently modified their holdings of the business.

The biggest fish in their respective ponds, each has leveraged size to solidify their standing in a rapidly evolving wealth management industry. "Scale" is one of those buzzwords that gets tossed ...

From personal health to financial health. Tariffs pose a near-term threat to assets under management in wealth and asset management, Antoine Dupont-Madinier, a London-based managing director in Li ...

I see wealth management as an industry built on legacy systems, contemporary inefficiencies and a fundamental disconnect between the modern investor and financial advisors. Despite a multitude of ...

Patrick Dlamini was named as the next CEO of ... PIC had 2.69 trillion rand ($142.3 billion) in assets under management as of March 31, 2024, the most recent data available, and manages the ...

It’s long been acknowledged that the US dominates global wealth management, but even seasoned financial professionals may be taken aback by the sheer disparity. The American market is more than ...

Since 2013, Wealth Enhancement has grown from 11 branches to more than 130 locations with 1,500 employees nationwide to become the fifth-largest wealth management firm in the U.S. with $107 ...

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

The Great Wealth Transfer involves trillions from Baby Boomers passing to younger generations. This shift presents opportunities in markets focused on tech and sustainable investments. Beginners ...

Private equity-backed Modern Wealth Management, a registered investment advisory firm with more than $7.5 billion in assets under management, is moving into the Chicago market with the acquisition ...

Mergers and acquisitions in the wealth management industry were strong in 2024 and will likely improve in 2025. There are several reasons for this, including: • Demographics, particularly that ...

The wealth management landscape in the Middle East and Africa (MEA) is undergoing rapid transformation. Despite macroeconomic headwinds in Africa, a new generation of entrepreneurs and digital ...