12/20/2018
19 people who will change wealth management in 2019
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.
Wealth and Asset Management
12/20/2018
First Republic Bank expands US presence
First Republic has more than 70 offices, primarily in urban, coastal markets in the United States.
12/20/2018
FAs targeting high-net-worth clients amid downturn
Three in 10 FAs said that the one large investment they would like to make to improve their business is to enhance the client experience.
12/19/2018
Swiss group Mirabaud acquires Brazil boutique
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
Donald Duncan receives 2018 Five Star Wealth Manager Award
The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
12/19/2018
Northern Trust sees strong growth in Insurance Solutions business
One of the new clients is Grange Insurance of Columbus, Ohio, which appointed Northern Trust to provide a range of services, including global custody and insurance investment accounting, for USD2.5 billion in assets.
12/19/2018
UBS Wealth Has Hedge Fund-Like Playbook to Combat Market Mayhem
It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world
12/19/2018
Focus Financial Adds Family Office in New York
AG&S will be our first family office and business management firm to be headquartered in New York
12/18/2018
The Rise Of The Family Office: Where Do They Go Beyond 2019?
Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.
12/18/2018
UBS Agrees to Pay $15 Million Over Money Laundering Lapses (1)
Bank brokerage moved more than $9 billion in two-year period
12/17/2018
Vintage Violins’ 8% Gain Fuels Returns for Ex-Banker’s Clients
String-instrument broker now plans to launch his first fund
12/17/2018
New Partner Firm to Join Focus Financial Partners; Two New Firms to Join Buckingham Strategic Wealth
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/14/2018
Scotia Wealth Management receives Global Private Banking honour
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Calgary business becomes first Canadian firm to receive international award
Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.
12/14/2018
UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower
Construction on the 46-story tower known as TSX Broadway is set to begin in January
12/14/2018
State of the Family Wealth Industry Report Released
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
IFP Chooses BNY Mellon's Albridge for Wealth Reporting
Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
12/13/2018
Chilean financial services firm launches family office
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.
12/12/2018
Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
UBS Loses $2.2 Billion Wealth Advisory Team to Fast-Growing High-End Rival
Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.