04/30/2019
A Corporate Finance Approach To High-Net-Worth Individuals
These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.
Wealth and Asset Management
04/30/2019
How Private Banks can rethink their Brands to appeal to a New Generation of Investors
If millennials care about convenience, inspiration and openness when it comes to their investments, then these values should be visually expressed through every touchpoint
04/29/2019
A Story of Asset Management in Five Pieces
Article by article, it will move to the 1950s, 1960s, 1970s, 1980s, 1990s and will finally take a look at the present situation of this industry.
04/29/2019
UBS’s One-Stop Shop for Ultra-Wealthy
Mark Sanborn, head of investment platforms and solutions for wealth management in the Americas; Reinhardt Olsen, Americas equities chief; and Dylan Roy, head of Americas foreign exchange, rates and credit, will supervise the new initiative, which will be
04/28/2019
The shock wave reaches the shore by Tim Price
The allure of Asia as an investment destination has not dimmed during the past half century.
04/26/2019
Canaccord Genuity Growth Corp. Reports First Quarter 2019 Financial Results
The Company's unaudited condensed interim financial statements
04/26/2019
UBS Americas’ New Client Money, Advisor Count Slip in ‘Challenging’ First Quarter
Profit at Wealth Americas fell 17% from the year-earlier first quarter to $333 million, but remained UBS’s most profitable geographic wealth unit.
04/26/2019
CAPTRUST Announces Performance Results for 2018
Firm ended fiscal year with 21.5 percent revenue growth and $65 billion in new client assets
04/25/2019
UBS's Jason Stephens Named to Forbes/SHOOK List of Best-in-State Wealth Advisors
Stephens is dedicated to serving the specialized needs of a limited number of affluent investors to ensure the highest level of attention and responsiveness.
04/25/2019
Credit Suisse int'l private bank profits rise but EM stunts inflows
IWM's private bank serves wealthy customers in Latin America, Europe, the Middle East and Africa.
04/25/2019
Inlet Private Wealth launches Inlet Private Wealth & Trust
"Trusts are a regular feature in the highly customised solutions we plan and implement for our clients.
04/24/2019
$10 trillion custodian Northern Trust is exploring shutting off external email for thousands of its employees as it tries to thwart cyber threats
Northern Trust recently added a global head of data privacy to shape these policies.
04/24/2019
Cambridge Bancorp completes merger with Optima Bank & Trust Company
In connection with the closing of the merger, Daniel Morrison, the former Chairman, President and CEO of Optima, is expected to be appointed to the Boards of Directors of Cambridge Bancorp
04/24/2019
Lazard to Release Quarterly Earnings on Thursday
The business had revenue of $685.00 million during the quarter, compared to analyst estimates of $673.35 million. Lazard had a return on equity of 50.62% and a net margin of 18.27%.
04/23/2019
Wealth in Canada: Sizing the Market Opportunity 2019
Analyzes which asset classes are favored by Canadian investors and how their preferences impact the growth of the total savings and investments market
04/23/2019
The world's best wealth advisers for the ultrarich share their secrets for success
Beyond that, we spoke to Rebecca Rothstein of RVR Group — the highest-ranked female wealth manager on the Forbes list — about a crucial shift she recently made to her investing approach.
04/23/2019
Two Sanctuary Wealth Partners Advisers Named To Financial Times 400 Top Advisers List
This is the fourth consecutive year that brothers Chris Cooke and Brian Cooke have been named to this select list.
04/18/2019
Morgan Stanley wealth assets rise 4%, open to acquisitions
The firm's 15,708 advisor headcount was almost flat from the previous year, reflecting Morgan Stanley's plan to focus on organic growth rather than recruitment to grow its wealth business.
04/18/2019
Russ Prince: Why Life Insurance Agents Are Becoming Wealth Managers
Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial services and products.
04/18/2019
Norway's wealth fund extends ownership of New York real estate
As part of the transaction, NBIM has also agreed to acquire a 48 percent interest in two to-be-constructed assets adjacent to two of the existing assets in the portfolio, currently solely owned by Trinity Church Wall Street, the fund added.