在香港注册成立证监会认可基金稳健增长，截至2024年底资产净值增加22%至1.64万亿港元，今年5月 底进一步升21%至1.99万亿港元。2024年认可基金净资金流入达1630亿港元，今年前5个月则为2370亿 港元。 香港资产管理人管理的资产中，59%配置到中国内地及香港以外市场。过去5年非股票投资提升13个百 分点至59%，反映资产配置策略趋向更多元化，以应对急速变化的全球环境。 新华财经香港7月16日电（记者林迎楠）香港证券及期货事务监察委员会16日发布《2024年资产及财富 管理活动调查》显示，截至2024年底，香港资产及财富管理业务管理资产总值达35.1万亿港元，同比提 升约13%。 数据显示，香港资产及财富管理业务管理净资金流入达7050亿港元，同比大涨81%。其中资产管理及基 金顾问业务净资金流入涨5.71倍，至3210亿港元，反映香港作为卓越的国际资产及财富管理中心正步入 佳境。 据悉，有1237家机构参与调查。其中，私人银行及私人财富管理业务管理资产达10.4万亿港元，同比增 长15%。在港的内地相关机构的资产及财富管理业务管理资产增长15%至3.1万亿港元，净资金流入提升 68%。在香港获 ...

Hong Kong’s assets under management across its asset and wealth management industry rose 13% to $4.5 trillion as inflows surged last year https://t.co/7SgSFQpuBH ...

转自：青岛日报 ■2025年底金家岭金融区内机构数量预计突破 财富管理是金家岭金融区着重打造的核心特色，也逐渐成为青岛金融业高质量发展的底色。 2019年以来，金家岭金融区先后落户了光大理财、青银理财、恒丰理财3家理财子公司，奠定了省内财 富管理核心区的支柱地位，2024年末，3家银行理财子公司的管理产品规模近2万亿元，在城市的同类产 品规模中位列全国第五位。 高净值财富管理机构量质齐升——新增3家家族办公室，陆家嘴国际信托增资过百亿元，规模迈进全国 前十。 同时，区内机构抢抓财富管理风口，利用大数据、人工智能等新技术创新推出普惠性理财产品和资管服 务，满足普通群众迅速增长的财产保值增值需求。 金家岭金融区管委的相关负责人介绍，目前金融区已初步形成以银行理财子公司为重点商业银行私人银 行部、证券公司财富管理部、保险公司资产运营部、私募证券基金等机构并存的多元化财富管理发展格 局。 1500家。 "十四五"期间，青岛金家岭金融聚集区围绕打造国际财富管理中心、创投风投中心和数字金融中心的目 标，持续推进金融业改革创新，有效聚集一批优质金融机构，推出一批有影响力的创新金融成果，五年 间，金家岭金融区实现全区金融业增 ...

SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partners Brad Waz ...

Company Overview - LPL Financial Holdings Inc. is one of the fastest growing wealth management firms in the U.S. [2] - The company supports over 29,000 financial advisors and approximately 1,200 financial institutions [2] - LPL Financial services and custody approximately $1.8 trillion in brokerage and advisory assets on behalf of around 7 million Americans [2] Upcoming Financial Results - The company will report its second quarter financial results after the market closes on July 31, 2025 [1] - A conference call to discuss the results will be held at 5 p.m. ET on the same day [1] - The conference call will be accessible for replay at investor.lpl.com/events [1]

Core Insights - LPL Financial LLC announced the addition of financial advisors Charlie Narmi and Theresa Rynaski to its employee advisor channel, Linsco by LPL Financial, where they will launch The Narmi Group Investment Management, managing approximately $870 million in advisory, brokerage, and retirement plan assets [1][8] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions, with around $1.8 trillion in brokerage and advisory assets [6] Group 2: Team Background - Narmi and Rynaski have a combined experience of two decades, focusing on a diverse clientele that includes young professionals, non-profit organizations, and individuals nearing or in retirement [2] Group 3: Service Philosophy - The Narmi Group Investment Management emphasizes a comprehensive service approach, assisting clients with various life decisions, including visits to the Social Security office and researching nursing homes [3] Group 4: Strategic Move to LPL - The transition to LPL Financial was driven by the desire for autonomy, flexibility, and access to enhanced technology, allowing advisors to own their client relationships and operate their practices independently [3][4] - LPL's integrated wealth management platform and robust business resources are designed to support advisors in focusing on client needs while growing their business [4] Group 5: Future Outlook - LPL Financial aims to provide differentiated experiences for advisors and their clients through unparalleled flexibility, strategic resources, and innovative technology, which will support The Narmi Group Investment Management in building long-lasting client relationships [4]

Mauritius is planning tax breaks and fewer bureaucratic hurdles to lure wealth managers from Switzerland and tap rich Indians looking to keep part of their assets outside the country https://t.co/afEIJGuAqe ...

Core Insights - Truxton has announced the promotion of Buck Patton to Senior Vice President, Wealth Advisor, and Brandt Warner to Vice President, Wealth Advisor [1] Group 1: Promotions and Roles - Buck Patton has been with Truxton since 2018, serving in various roles including Portfolio Analyst and Financial Advisor, and has significantly impacted the firm and its clients [2] - Brandt Warner joined Truxton in 2024 as an Assistant Vice President, Wealth Advisor, and has quickly become a key contributor known for his strategic thinking and technical expertise [3][4] Group 2: Contributions and Impact - Buck Patton has refined processes and led complex client initiatives, earning certifications as a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor [2] - Brandt Warner has improved core processes and has a client-first mindset, enhancing internal operations and building trust among clients [3][4] Group 3: Company Overview - Truxton is a premier provider of wealth, banking, and family office services, founded in 2004 in Nashville, Tennessee, and focuses on customized solutions for complex financial needs [4]

Core Insights - The Midyear Outlook 2025 presents a data-driven perspective on the economic and market landscape, emphasizing the need for investors to adapt to ongoing challenges such as inflation and trade uncertainties [2][3][7] - The report suggests that while the economic environment may face adverse effects from trade policies, there are emerging investment opportunities as policy-driven uncertainties begin to stabilize [4][7] Economic Environment - The report indicates that the second half of 2025 will likely see slower economic growth, reduced labor demand, and a slight increase in inflation due to the delayed effects of trade policies [7] - Concerns regarding debt, trade uncertainties, and a cautious Federal Reserve are expected to keep Treasury yields within a range, with a focus on income generation through intermediate-term bonds [7] Investment Strategies - The stock market's performance in the latter half of the year will depend on various factors including trade negotiations, advancements in AI, interest rate fluctuations, and tax policies [7] - Investors are advised to consider market pullbacks as potential opportunities to selectively increase equity positions, despite anticipated volatility in a challenging macroeconomic environment [7] Trends and Opportunities - Tactical portfolios should balance risk management with the pursuit of emerging opportunities, emphasizing diversification across asset classes, regions, and alternative investments to enhance resilience [7] - Staying vigilant during periods of market volatility may provide timely chances to acquire equity at more favorable valuations [7]

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, Bell Wealth Partners, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Headquartered in Fairbanks, Alaska wi ...