The collaboration spans custody, asset management, lending, trading, and capital markets, enabling Elevation Point to deliver differentiated solutions tailored to the complex needs of elite partner teams and their sophisticated clients. MINNEAPOLIS, Sept. 2, 2025 /PRNewswire/ -- Elevation Point, a growth accelerator and minority stake partner for independent advisors, today announced a strategic collaboration with Goldman Sachs to offer its partner firms access to Goldman Sachs' banking and lending, trading ...

US wealth manager Corient agreed to acquire Stonehage Fleming and Stanhope Capital, allowing the Mubadala-backed firm to almost double assets under management https://t.co/uTc9bJoJWS ...

Rothschild is set to take over the UAE subsidiary of the Liechtensteinische Landesbank, bolstering its presence in one of the world’s hottest markets for wealth management https://t.co/pQp6GUHEZf ...

SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA® and Matt Tarka, AAMS®, CRPS®. The company started as an accounting firm over 40 years ago and expand ...

新浪财经主办、银华基金独家合作的"第二届金麒麟最佳投资顾问评选"活动火热进行中！ 我国财富管理行业迈入超级大年，随着居民理财意识逐渐升华，中国财富管理行业已经迎来高增长周 期，投资顾问作为财富管理"最后一公里"的引路人，其触达客户、沟通客户、服务客户的属性直接影响 着全民资产配置的走向。在此背景下，投资顾问面临哪些机遇和挑战？他们该如何"修炼内功"？ 基于此，新浪财经与银华基金共同打造"金麒麟最佳投资顾问评选"品牌活动，寻找优秀投资顾问，赋能 投顾IP建设，共建展业平台！金麒麟最佳投资顾问评选活动旨在为投资顾问提供一个展示形象、扩围服 务、提升能力的舞台，为优秀投资顾问与大众投资人搭建沟通对话的桥梁，助推中国财富管理行业健康 发展。 西部证券财富管理部副总经理郑舒丽受邀成为本次大赛评审委员会评委。 郑舒丽表示，人工智能时代，AI与智能工具是财富管理业务升级、重塑核心竞争力的关键抓手，随着 技术迭代创新和应用领域的不断拓展，持续加强数智平台建设和融合应用，共同推动AI在财富管理领 域的深度渗透与价值创造，是优势深耕，构建智能化运营闭环，助力实现财富目标的重要路径。 在谈到券商财富管理发展，郑舒丽称当前随着财富管 ...

Goldman Sachs is targeting Australians with A$100 million for its wealth management business. This week’s Bloomberg Australia Podcast looks at what that means for the private wealth space, and how the less well-off can boost their coffers. https://t.co/l6YuEuqTQq ...

Noah Holdings (NOAH) Q2 2025 Earnings Call August 27, 2025 08:00 PM ET Company ParticipantsDoreen Chew - Senior IR DirectorZhe Yin - Co-founder, Director, CEO & Chairman of Gopher Asset ManagementQing Pan - Group Chief Financial OfficerNanxin Peter Zhao - VP - Product DesignConference Call ParticipantsHeqing (Helen) Li - Equity Research AnalystXueqing Zhang - AnalystOperatorI would now like to turn the conference over to Doreen Chew, Senior IR Director. Please go ahead.Doreen ChewThank you. Good morning, an ...

Noah Holdings (NOAH) Q2 2025 Earnings Call August 27, 2025 08:00 PM ET Speaker0I would now like to turn the conference over to Doreen Chew, Senior IR Director. Please go ahead.Speaker1Thank you. Good morning, and good afternoon, and welcome to Noah's Second Quarter and half year twenty twenty five earnings conference call. Joining me today, we have Ms. Wang Jinbo, the Co Founder and Chairlady Mr. Sandra Ying, Co Founder, Director and CEO and also Mr.Greg Tang, CFO. Mr. Yin will begin with an overview of our ...

Financial Data and Key Metrics Changes - Net revenues for Q2 2025 reached RMB630 million, with income from operations increasing by 20.2% year over year and non-GAAP net income surging 78.2% year over year to RMB189 million [8][22] - For the first half of 2025, non-GAAP net income totaled RMB358 million, reflecting a 33.9% year over year increase [22] - Total transaction values reached RMB17 billion, reflecting a 17.7% year over year increase [23] Business Line Data and Key Metrics Changes - Net revenues from overseas reached RMB297 million in Q2, accounting for 47.1% of total net revenue, with overseas investment products continuing to grow [11] - Net revenues from overseas wealth management were RMB129 million, down 14.1% year over year due to a strategic focus on investment products [12] - Net revenues from domestic insurance during the quarter were RMB716 million, a year over year decrease of 38.7% due to a strategic decision to reduce promotion of domestic insurance products [17] Market Data and Key Metrics Changes - Overseas AUA grew 6.6% year over year to USD9.1 billion, accounting for 27.6% of total AUA, primarily driven by an increase in private equity fund distribution [12] - Transaction value of USD-denominated private market products increased by 70.3% year over year, reaching USD765 million [13] - Net revenues from domestic public securities during the quarter were RMB132 million, a year over year increase of 12.8% [15] Company Strategy and Development Direction - The company aims to focus on high net worth clients and expand into mature financial markets such as the U.S., Canada, and Japan [17][18] - Plans to enrich global product offerings and explore new opportunities in digital assets, including a partnership with Coinbase for a stablecoin yield fund [20] - Commitment to enhancing operational efficiency through AI integration across operations [21] Management Comments on Operating Environment and Future Outlook - Management noted strong investment returns for clients, with over 95% of Black Card clients realizing cumulative gains by the end of the quarter [7] - The company is optimistic about maintaining strong performance and operational results, with a focus on long-term returns rather than short-term market sentiment [49] - Management expressed confidence in the structural improvements and growth potential in both domestic and overseas markets [30] Other Important Information - The company has cumulatively returned over RMB1.8 billion to shareholders through dividends and share buybacks over the past three years [31] - The balance sheet remains sound, with combined cash and short-term investments totaling RMB5.4 billion and zero interest-bearing liabilities [30] Q&A Session Summary Question: Details on private credit digital yield and client interest - Management highlighted the launch of a stablecoin yield fund in partnership with Coinbase, emphasizing the importance of compliance and prudent asset allocation [34][36] Question: Current client asset allocation and investment appetite - Management noted increased client interest in investment products, driven by improved confidence and a more diversified product offering [36][38] Question: Third quarter operating trends and investment sentiment - Management observed strong interest from clients in various investment products, with a focus on long-term returns rather than short-term market fluctuations [47][49] Question: Progress on overseas expansion and its impact on operating expenses - Management discussed the establishment of booking centers and the importance of branding in serving Chinese clients globally, while maintaining a comfortable operating expense structure [51][53] Question: Changes in operating expenses and future dividends - Management explained the decrease in operating expenses and the positive impact of strategic investments, reaffirming commitment to returning profits to shareholders [60][62]

SHANGHAI, Aug. 27, 2025 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net- worth investors, today announced that on August 27, 2025, a subsidiary of the Company committed to subscribing for certain interests in a private credit digital yield fund with a total capital commitment of ...