07/16/2019
Building on annual research since 2010, Dell Technologies ranks cities based on the impact of local policies, programs and characteristics in addition to national laws and customs to help improve support for women entrepreneurs and the overall economy.
07/11/2019
Kiplinger evaluates and posts its special Best Banks listing once a year, based on data from Informa Financial Intelligence, including interest rates, fees, minimum-balance requirements, free perks and other features for a variety of deposit accounts.
07/10/2019
This is the second consecutive year that Warren Averett Asset Management has been included in the list.
07/10/2019
Investor services group’s leisure business acquires VOTA to expand services in United States
FNTC and FNTC America Ltd are both wholly owned subsidiaries of IQ-EQ, a leading investor services group that supports fund managers, global companies, family offices and private clients operating worldwide.
07/10/2019
The companies didn’t disclose the financial terms of the deal.
07/09/2019
The ultra-HNWI population declined by 4%, and their wealth declined by around 6%.
07/08/2019
The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside
07/04/2019
Peapack-Gladstone to buy wealth management firm
The $4.7 billion-asset company said in a press release Wednesday that the deal, which should close in the third quarter, will be immediately accretive to its earnings
07/04/2019
The company plans to boost the worldwide ranks of its relationship and investment mangers in the wealth management division by about a third, or 300 more people, by 2021, under a plan by Fabrizio Campelli, global head of Deutsche Bank Wealth Management, R
07/04/2019
The team previously managed $1.1 billion in brokerage, advisory and retirement plan assets at Raymond James Financial Services, the firm’s independent broker-dealer, LPL says.
07/03/2019
It is also estimated that there are about 5,300 single-family offices, of which three-quarters are in North America or Europe. In addition, there are many multifamily offices that service hundreds of wealthy families.
07/03/2019
Being recognized by Kiplinger’s as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.”
07/03/2019
Bank of Ningbo, also in Zhejiang, won regulatory approval to set up a similar unit, the bank said Tuesday.
07/02/2019
Parent of Forbes Family Trust Completes Acquisition
The acquisition, which was previously announced on April 25, expands FFT’s relationships with top managers and increases its access to the most promising funds, while offering its comprehensive suite of products and services to Optima’s client
07/02/2019
“Ten years ago, people didn’t really know what a family office was,” says Chris Clarke, family office director and chief executive officer at First Affiliated, a multi-family office in Collingwood, Ont., that works with about 70 high-net
06/28/2019
In addition to aggregated performance reporting, Merrill private wealth advisors will benefit from powerful portfolio analysis, a range of interactive reports on performance metrics, and a customizable dashboard that includes information held at other fin
06/28/2019
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
The bank hopes to reach ultrahigh-net-worth clients who have complex investing needs, says Don Plaus, head of Merrill Private Wealth Management.
06/28/2019
The new recruits joined the firm’s independent broker-dealer.
06/27/2019
His UBS team dissolved, and the three other team members left UBS for Wells Fargo Advisors in February, Ronnie Brown, a former NFL Pro Bowl running back who had been part of the group, tells the industry news website.