02/25/2020
Boston Private Releases Risk Management White Paper for Family Offices
The report examines the threats, trends and best practices in the evolving risk environment for family offices
Wealth and Asset Management
02/25/2020
Kestra Financial Recruits Rapidly Expanding Ivory Wealth Management
$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts
02/23/2020
RBC to Launch U.S. Consumer Bank Betting on Wealthy Clients
Profit at RBC's overall wealth management business, which accounts for 20% of earnings, grew 4% from a year ago.
02/21/2020
HSBC targets the globally mobile with US$1.4t wealth business
HSBC will also target wealthier customers who travel or invest often overseas in more than 10 markets such as China where its share is smaller.
02/21/2020
Robertson Stephens bolster US presence with acquisition
Joins Robertson Stephens San Francisco headquarters
02/21/2020
BlueKey Wealth Advisors Announces Formation of Private Equity Firm
"The extensive experience of our professional team allows us to implement a rigorous process to identify 'Best in Class' opportunities in our focus areas," said Amaury Cifuentes,
02/21/2020
Wealth Enhancement Group Announces Acquisition
David Geller said, "We are thrilled to partner with Wealth Enhancement Group, a firm whose infrastructure, technology and growth platforms enable us to take our services to new heights.
02/20/2020
Family Offices Serving Rich Brazilians Are Hiring in New York
New York is taking on increased importance for family offices in Brazil
02/20/2020
Raymond James firm merges with UK investment manager
Combined business will offer services to high net worth individuals, globally
02/19/2020
Wellington Management launches US dynamic equity fund
Fund manager Stephen Mortimer said: "I believe investment returns can be mainly driven by a fund's top holdings. I seek to maximise potential outperformance by focusing on ‘best idea' stocks only."
02/18/2020
Wall Street Targets the Nordics After Latest Spike in Wealth
Eirik Winter, chief executive officer in the Nordics at BNP Paribas, says the region’s appeal lies in its “tendency to grow a bit faster than the rest of Europe and in some cases even faster than the U.S.”
02/18/2020
Linda Mack Named Women in Wealth Advocate of the Year for the Second Consecutive Time at the 2020 Private Asset Management Awards
Linda Mack of Mack International was named Women in Wealth Advocate of the Year by Private Asset Management Magazine, a leading wealth management and family office industry publication, as part of the 2020 PAM Awards, announced February 6 in New York City
02/14/2020
UBS Private Wealth Advisors John Castronuovo and Robert DeForest named to 2020 Forbes /SHOOK Best-In-State Wealth Advisors
We are extremely proud of what Rob, John and the team have accomplished,
02/14/2020
OWL Private Wealth Advisors Joins Kestra Private Wealth Services
Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team
02/14/2020
OWL Private Wealth Advisors joins Kestra Private Wealth Services
We ultimately chose Kestra PWS for their best-of-breed technology and human capital
02/13/2020
Stifel CEO Says Wealth Management to Drive Growth This Year
He says private investing options will bring in more clients
02/13/2020
AllianceBernstein CEO: “We Want to Grow Private Wealth Channel”
The firm, which is controlled by French insurer AXA, does not report its total number of wealth advisors.
02/13/2020
Proteus Wins "Best Family Office New Innovation" at PAM Awards
Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution, providing pre-approved investment opportu
02/11/2020
Family Offices Disrupting Traditional Investment Models
Advisors to wealthy families need a broader range of skills as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.
02/11/2020
PAM Awards: Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row