06/05/2019
"Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services," he add
06/04/2019
This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
06/04/2019
The four advisers are setting up two separate RIAs
06/04/2019
As traditional luxury items have become more accessible to the mass market, Insignia clients – especially in the US – increasingly pursue “experiential luxury.”
06/04/2019
Pineno Levin & Ford Asset Management Inc. lifted its stake in shares of U.S. Bancorp by 3.6% in the 4th quarter.
06/03/2019
The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch
05/31/2019
People fail to understand that China is actually an emigration-friendly nation and about half of high-net-worth individuals in the country want to leave,” says Andrew Henderson of Nomad Capitalist
05/31/2019
Hundreds of standout industry professional attended the event to recognise their peers and celebrate their achievements over the past 12 months.
05/29/2019
Through this transaction, TMD and One Charles will integrate their collective resources and expertise to enhance the service offerings to their clients.
05/29/2019
Jeff Bezos, who will remain the richest individual in the world even after the divorce, has not signed on to the Giving Pledge to date.
05/29/2019
The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.
05/29/2019
Canaccord Genuity makes strategic investment in AI-powered hedge fund
The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in client assets in Canada, the UK & Europe and Australia.
05/28/2019
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market
05/24/2019
Melinda Gates is funding this Wall Street rebel who is teaching women to invest and stick it to the banks
Sallie Krawcheck held top posts at Citigroup and Merrill Lynch but was pushed out from both.
05/24/2019
David Tepper Sees Path for Family Office
Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.
05/22/2019
The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.
05/21/2019
The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.
05/21/2019
Goldman Sachs didn't get quite that specific in its statement on the deal
05/20/2019
To that end, the survey also polled investors on what they consider the essential traits for an advisor.