03/27/2018
The awards dinner was held at the Mandarin Oriental, New York and was an evening dedicated to showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
03/27/2018
Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.
03/27/2018
The new offering announced Tuesday includes investments that are targeted at having a positive social and economic impact through advancing women.
03/26/2018
The deal, first announced in October last year, takes IBERIABANK’s total assets to around $29.5bn.
03/26/2018
Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan
03/26/2018
Wall Street newcomer signed a 15-year lease
03/23/2018
The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.
03/23/2018
Under the agreement, the two firms will collaborate in wide range of areas covering global asset allocation, wealth management solutions, risk management and control, as well as relationship development with local regulators and industry institutions.
03/23/2018
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/22/2018
Company had been under scrutiny by murdered journalist Daphne Caruana Galizia
03/22/2018
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
This designation puts Schutz among elite advisors at national, independent, regional, and bank advisors across the United States.
03/22/2018
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
The report also includes information on the investment habits and behaviors of investors based on advisor usage and occupation.
03/21/2018
One of six firms to be shortlisted, Oakbrook Solutions was crowned ‘Best Family Office Management Consultancy’ for the third consecutive year at the 5th Family Wealth Report Awards 2018.
03/21/2018
Chicago Bank Forms Strategic Alliance with Cetera Financial Institutions to Drive Growth of Retail Wealth Management Program with $382 Million in Total Assets
03/21/2018
“They’re bringing money from other sources into Morgan Stanley to invest,” he said, “so I don’t know if that means they’re fully invested, or whether we’re getting more share of their business.”
03/20/2018
The firm converted its partnership in the 1980s becoming one of the earliest multi-manager funds. A.W. Jones has maintained its family leadership for 70 years.
03/20/2018
Commenting on the move, Morgan Stanley managing director for wealth management Jaime Sobrepera said: “We are excited about our expansion in the Phoenix area given the diverse and talented market.
03/20/2018
In his role, Lumberg is responsible for leading a team in developing new markets to deploy the Envestnet platform and wealth advisory services.