Tag: Wealth management

Le régulateur chinois des banques et des assurances a déclaré mercredi qu'il prévoyait d'améliorer la surveillance des produits de gestion de patrimoine (WMP) sur leurs conditions de liquidité afin de prévenir les risques de contagion sur les marchés financiers.

Kip Adams and his team have joined the HUB Retirement and Wealth Management.

SEI (SEIC) acquired Oranj's cloud-native technology platform, which provides financial advisors and their clients with tools for digital collaboration.

. . New York, 02/12/2020 / 8:01 AM, EST / EDT - EQS Newswire - Focus Financial PartnersBrady & Associates, Link Financial Services, and Westwood Group join Connectus and establish a national presenceNEW YORK, NY / ACCESSWIRE / 2. December 2020 / Focus Financial Partners Inc. . (NASDAQ: FOCS) ("Focus"), a premier partnership of fiduciary asset management firms, today announced that Brady & Associates Group ("Brady & Associates"), Link Financial Services Group ("Link") and Westwood Group ("Westwood") were acquired by Connectus Wealth Advisers ("Connectus"). . About Connectus Connectus is a Focus partner company with an innovative model for customer-centric financial advisors providing comprehensive wealth management advice. Connectus is designed for founders and teams who want to continue managing their customer relationships and cultivating their boutique cultures while increasing the operational efficiency of shared services. As a consortium, Connectus provides integrated technology, investment support and centralized services including compliance, accounting and talent management. Connectus also provides marketing capabilities to support business expansion through organic growth programs. Connectus exemplifies the spirit of partnership and collaboration while celebrating the entrepreneurial mindset of its consultants. With Focus, the Connectus consultants gain a strategic growth partner with special skills. You benefit from the global size of Focus and the extensive network of partner companies, the expertise in continuity planning and customer solutions. Focus is also a source of permanent capital to accelerate growth. For further information go to www. Connectuswealth. com. About Brady & AssociatesBrady & Associates is a Sydney-based wealth management and accounting advisory practice. Brady & Associates is a trusted advisor to a wide variety of clients in New South Wales and across Australia including high net worth individuals and families, trusts, real estate and small business owners. Brady & Associates offers a team-based, integrated approach to financial planning, investment management, and tax advice for clients. "We are very excited to join Connectus," said Paul Brady, founder and CEO of Brady & Associates. "With Connectus, we can maintain our highly personalized, customer-centric approach while still having access to best practices, additional customer services, and improved technology and processes. In the long term, Connectus helps us resolve succession and creates a seamless transition for our team and customers while maintaining the legacy of the company we have built. "About LinkLink is an integrated wealth management company headquartered in Caulfield North, Victoria. Link offers highly customized and comprehensive solutions for wealthy individuals and professionals. Link offers holistic wealth and investment management features as well as family office services to support clients with cash flow, insurance, credit and other personal financial management needs. "We're excited to be part of the Connectus partnership," said Ben Kohn, Link's founder and CEO. "By leveraging Connectus' strategic resources and leveraging the shared infrastructure they provide, the Link team can focus on what we do best and serve customers best. ". We are aimed at high net worth individuals who value highly personalized services to meet their financial planning and wealth management needs. "About Westwood Westwood is a boutique wealth management company headquartered in Brisbane. Westwood works with a variety of clients including professionals, executives and small and medium business owners. The company has built its reputation by providing its clients with a collaborative, personal "CFO" model, supported by fully bespoke, bespoke investment solutions tailored to the client's needs. Westwood previously owned a company in which Focus has a minority stake. "The Westwood team is excited to be part of Connectus as we continue on our journey," said Dominic Cronk, founding director of Westwood. "With Connectus, we can use our energies to expand the highly personalized services we offer our customers. Having Connectus at our table as a strategic partner and also being able to access their shared services are very different features of their model and allow us to grow our customer base in ways that we could not have achieved alone. "We warmly welcome the Brady & Associates, Link and Westwood teams," said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. "Together they form the foundation for Connectus in Australia. Paul Brady and his team have a well-earned reputation for their strong commitment to highly personalized customer service. By joining Connectus, they can grow the business they have built while ensuring long-term continuity for their customers and their business. Similarly, both the Link and Westwood teams share a passion for excellent customer service. When they join the Connectus Consortium, they can devote their time to broadening and deepening their bespoke wealth management skills. "These transactions build on Connectus' expansion in the US and meet an important strategic need in the Australian wealth management market. Connectus strengthens the customer-centric ethos of boutique wealth managers by accessing the centralized resources and functions of a global partner. It is important that Connectus is a collaborative consultancy community for which the Connectus partnership provides resources from which customers and employees alike benefit. "Steve Prendeville of Forte Asset Solutions served as management advisor on the sales side of Brady & Associates. Nelson Lam and Glenn Dunn of Berkshire Global Advisors acted as sell-side corporate advisors to Link. About Focus Financial Partners Inc. . Focus Financial Partners Inc. . is a leading partnership of fiduciary asset managers. Focus provides access to best practices, resources and continuity planning to its partner firms that provide comprehensive wealth management services to individuals, families, employers and institutions. Focus' partner companies retain their operational autonomy and benefit from the synergies, size, economy and best practices that Focus offers to achieve their business goals. More information about Focus can be found at www. Focus financial partner. com. Cautionary Statement Regarding Forward-Looking Statements This version contains certain forward-looking statements that reflect Focus' current views regarding certain current and future events. These forward-looking statements are subject to and are subject to many risks, uncertainties, and factors relating to the business and environment of Focus, including, without limitation, the uncertainty regarding the current COVID-19 pandemic, which could cause future events to be material differ from these forward-looking statements or anything implied therein. All forward-looking statements in this version are based on information available to Focus as of the date of this version. Focus does not undertake to publicly update or revise any of its forward-looking statements, even if experience or future changes indicate that statements expressed or implied therein will not be implemented. For more information about risk factors that may affect Focus, see Focus’s filings with the Securities and Exchange Commission. Investor and media contact Tina Madon Senior Vice President Head of Investor Relations & Corporate CommunicationsFocus on financial partnersP: 1-646-813-2909tmadon @ focuspartners. comSOURCE: Focus Financial Partners Inc. . 02/12/2020 EQS Newswire / EQS Group AG

The giant asset and wealth management company has reported ever-high levels of assets under management after an "impressive progress" in strategic priorities

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