Wealth management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 20 May 2025 18:32:53 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wealth management – Investment Executive https://www.investmentexecutive.com 32 32 Active managers struggle to outperform consistently https://www.investmentexecutive.com/news/research-and-markets/active-managers-struggle-to-outperform-consistently/ Tue, 20 May 2025 15:37:57 +0000 https://www.investmentexecutive.com/?p=510132 Just two Canadian active managers maintained top-quartile performance in each of the last five years

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]]> ICICI clients gain access to Scotia Wealth Management https://www.investmentexecutive.com/news/industry-news/icici-clients-gain-access-to-scotia-wealth-management/ Tue, 13 May 2025 20:01:48 +0000 https://www.investmentexecutive.com/?p=509701 Scotia partners with ICICI to serve South Asian wealth clients

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]]> IGM Financial delivers $237.8M first-quarter profit https://www.investmentexecutive.com/news/industry-news/igm-financial-delivers-237-8m-first-quarter-profit/ Fri, 09 May 2025 17:45:09 +0000 https://www.investmentexecutive.com/?p=509413 IG Wealth Management sees 10.6% year over year rise in AUA to $141.5 billion

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]]> IA Financial posts $273 million first-quarter core earnings https://www.investmentexecutive.com/news/industry-news/ia-financial-posts-273-million-first-quarter-core-earnings/ Thu, 08 May 2025 16:24:48 +0000 https://www.investmentexecutive.com/?p=509304 Insurer has $264 billion in AUM

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]]> Alt managers venturing into private wealth https://www.investmentexecutive.com/news/research-and-markets/alt-managers-venturing-into-private-wealth/ Tue, 06 May 2025 14:04:33 +0000 https://www.investmentexecutive.com/?p=509064 Retail market offers growth, but carries risk for alt managers too: Fitch

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]]> Deals: KKR buys OTC solutions provider OSTTRA https://www.investmentexecutive.com/news/industry-news/deals-kkr-buys-otc-solutions-provider-osttra/ Wed, 30 Apr 2025 17:11:33 +0000 https://www.investmentexecutive.com/?p=508534 Plus, CPP Investments sells limited partnership interests in buyout funds and PEAK Capital Partners invests in Quebec fintech

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]]> Harbourfront Wealth acquires Toronto investment manager https://www.investmentexecutive.com/news/industry-news/harbourfront-wealth-acquires-toronto-investment-manager/ Mon, 28 Apr 2025 19:30:30 +0000 https://www.investmentexecutive.com/?p=508236 The Vancouver-based firm now has nearly $11B in AUA

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]]> Volatility to boost Euro banks’ market revenues: DBRS https://www.investmentexecutive.com/news/research-and-markets/volatility-to-boost-euro-banks-market-revenues-dbrs/ Wed, 23 Apr 2025 13:25:04 +0000 https://www.investmentexecutive.com/?p=507816 Trading gains to be tempered by investment banking weakness

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]]> Wealthsimple acquires U.S.-based wealth management platform https://www.investmentexecutive.com/news/industry-news/wealthsimple-acquires-u-s-based-wealth-management-platform/ Wed, 09 Apr 2025 20:14:52 +0000 https://www.investmentexecutive.com/?p=506704 Wealthsimple hires all five staff from Plenty, but says customers won't be onboarded

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]]> Wall Street bonuses hit record level in 2024 https://www.investmentexecutive.com/news/research-and-markets/wall-street-bonuses-hit-record-level-in-2024/ Thu, 27 Mar 2025 21:01:30 +0000 https://www.investmentexecutive.com/?p=505701 Outlook uncertain after bonus pool reaches record heights

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