05/02/2018
Family Office Leaders are Eager for Insights
Even executives who run single-family offices are often in the dark about what their peers do.
Wealth and Asset Management
05/01/2018
BNP Paribas’ Bank of the West opens private wealth management services in Manhattan aimed at HNWI’s and family offices
The Group is looking to put over a hundred private wealth advisors in place in the next three years.
05/01/2018
Wealth Management: Setting and Obtaining Financial Goals
The payoff to wealth management is peace of mind and security, knowing the path to attaining their objectives is in place and, if they follow it, they’ll be successful in those endeavors, said Jeffrey Burr
05/01/2018
HSBC Private Banking Expands to Seattle
The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.
04/30/2018
Has The Bear Market Started?
It is clear that plenty of asset allocators agree with him.
04/30/2018
AFL Investments rebrands as Argus Wealth
Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.
04/27/2018
Schwab CEO TalksFees and a Possible "Brentrance"For Advisor Platform
Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.
04/27/2018
HBKS buys stake in K·Coe Wealth
HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.
04/27/2018
CNBC Interview with Deutsche Bank Chief Financial Officer, James von Moltke
A significant amount of what we're working on as well relates to leverage exposure and bringing down the balance sheet, more than it does to dramatic restructuring actions.
04/26/2018
Raymond James Financial Reports Second Quarter Fiscal 2018 Results
Results in the quarter were also helped by strong investment banking revenues and the effects of higher short-term interest rates.
04/26/2018
Bank of the West Wealth Management Group Expands to New York with New Office
Bank of the West, part of the BNP Paribas Group, opens Midtown Manhattan location to serve high-net-worth clients in New York City and the surrounding region, with an emphasis on expatriates
04/26/2018
Vistra doubles international expansion services business with acquisition of US-market leader Radius
Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.
04/26/2018
M&A advisory, asset management drive Lazard's profit beat
Assets under management increased 17 percent to $251.7 billion, driven by net inflows across global and emerging markets equities and fixed income.
04/25/2018
Merrill Ousts Star Chicago Broker Whose Team Includes Niece of Firm’s Wealth Boss
The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.
04/25/2018
UBS loses $300M team to Stifel as wirehouse exodus accelerates
The team’s clients include early stage investors and ultrahigh-net-worth individuals.
04/25/2018
Wells Loses Large-Asset Team in Connecticut, $225-Mln-Asset Broker in Arizona
The pair oversaw almost $1 billion, said two people familiar with their practice, which services business owners, endowments and foundations, families, nonprofits and retirees.
04/25/2018
Schwab Intelligent Advisory™ Named Winner of a Celent 2018 Model Wealth Manager Award
Celent is a global research and advisory firm for the financial services industry.
04/24/2018
Merrill Lynch Team Brings $380M To DA Davidson
“We look forward to welcoming the team to the D.A. Davidson family and supporting our continued growth strategy in Colorado and beyond.”
04/23/2018
More family wealth stays local with family offices
Number of local family offices has grown significantly in past 15 years
04/23/2018
Why the family office is on the rise
Returns from private-equity funds have been flat in recent years, according to a 2016 report by the Washington-based Center for Economic and Policy Research titled "Are Lower Private Equity Returns the New Normal?"