10/12/2018
Senior “Team Bermuda” heads for Miami business forum
Bacardi and the Bermuda Tourism Authority are partnering with the BDA on a networking reception that concludes the event.
Wealth and Asset Management
10/12/2018
Citigroup beats forecasts with 12% income jump
Revenues were largely unchanged from the prior-year period
10/11/2018
The Hill Investment Group Joins William Blair’s Private Wealth Management Team
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar
10/10/2018
UBS Advisor Roger Vierra Named to The Financial Times 401 Top Retirement Advisors
The Swett Wealth Management Group is proud and honored to have a partnership with Roger and his team
10/10/2018
SSGA tells big business to standardise ESG data
To help advance a dialogue about ESG, State Street’s CAR team developed an online values discovery questionnaire intended to measure an individual investor’s level of interest
10/10/2018
EP Wealth Advisors Acquires Rampart Wealth Advisors
Acquisition of $118M AUM wealth management firm expands EP Wealth’s presence in Denver
10/09/2018
Three Critical Mistakes Many Of The Super-Rich Make In Establishing Single-Family Offices
The growth is a likely function of the rise in the ranks of the super-rich (net worth = $500 million or more).
10/09/2018
Jeffrey Fratarcangeli Recognized By Forbes And Barron's Among Top Financial Advisors In U.S.
Fratarcangeli also has been included in Barron's list of top financial advisors five times, and in 2017, Fratarcangeli was named among Financial Times' Top 400 Advisors3.
10/09/2018
Bank of America and Merrill Lynch Move Closer to Banking-Wealth Management Synergy for Clients
The app now also lets clients log in using biometric authentication, such as fingerprints and facial identification, according to the press release.
10/05/2018
Merger creates $2.8 Billion advice firm
The firm, founded in 2011, has grown organically already by 52%, according to the press release.
10/05/2018
Atria Wealth Solutions closes acquisition
Atria will acquire 100% of Cadaret, Grant and 100% of Cadaret, Grant’s sister companies, Cadaret Grant Agency Inc. and Capital Strategy Group Ltd.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Kore Alliance Announces Kore Venture Program to Prepare Next Generation of Ultra-High Net Worth Inheritors
When family wealth is passed on without the values and wisdom to properly steward it, it can be deeply destructive for everyone involved.
10/03/2018
Northern Trust Partners with Parilux
Front Office Solutions will combine Parilux’s software with a proprietary and newly designed cloud-based web and mobile interface.
10/02/2018
TwinFocus Opens London Office to Expand Opportunities for Global Ultra-High-Net-Worth Professional Investors and their Families
As wealth is created at a faster pace than ever before, developing tailored strategies to efficiently invest and preserve it has become increasingly complex
10/02/2018
Nicola Wealth Management Launches Infrastructure and Renewable Resource Fund
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
Correct Capital Wealth Management joins tru Independence Platform
The firm serves a variety of accomplished financial advisors allowing them to focus on their clients and grow their businesses.
10/02/2018
US Multifamily office opens London office
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
Soros Spins Out Private Equity Team, Pledging Up to $2 Billion
The group is said to be led by David Wassong, Ravi Yadav