09/04/2019
A $21 Billion U.S. Wealth Manager Is Branching Out in Europe
Wealth-management firm partners with Switzerland’s Constantia
Wealth and Asset Management
09/04/2019
Global Advisor joins CIBC Private Wealth Management
The team, with a total of 17 members, has relocated to CIBC's St. Louis office. Two members of the 17-member team will remain in New York.
09/04/2019
Boston Trust & Investment Management announces new name, logo, and website
The firm's wholly owned investment adviser subsidiary is also changing its name from Boston Trust Investment Management, Inc. to Boston Trust Walden Inc.
09/03/2019
Spear’s 2019 top tax advisers unveiled — ‘The UK is a less welcoming place for HNWs’
‘The Revenue are being as belligerent as they’ve ever been,’ says Victor Dauppe, a new addition to our top ten tax accountants.
09/02/2019
Manning & Napier seeks to be leaner, focus on wealth clients
Shares of the company have also plummeted 35.7% on an annualized basis, 89.7% on a total basis, as of Aug. 28 to $1.77 from $17.26 on June 30, 2014.
08/30/2019
Former $300m Wells Fargo team launches wealth firm in Missouri
Postoak was also part of the Cooper Wealth team for more than two decades.
08/30/2019
BofA chases $10 trillion private capital pool driving M&A
Money has been building up in private funds in recent years as investors, turned off by low interest rates and volatile stock prices, seek new ways to generate returns.
08/29/2019
BofA Chases $10 Trillion Private Capital Pool Driving M&A
Private capital is increasingly replacing public pools of capital,” Rizzo, who’s also head of EU corporate and investment banking, said in an interview this month.
08/28/2019
UBS Advisor Franco Estrada-Velasco Named to Forbes’ Lists of Best-in-State and Top Next-Gen Wealth Advisors
On the Best-in-State list, he was named the top advisor in the U.S. territories.
08/27/2019
UBS Runs Into Trouble With U.S. Clients
The clients are seeking recompense from UBS, arguing they weren't adequately informed of the risks attached to the products.
08/22/2019
LarrainVial enters family office industry after acquiring $650m shop
The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.
08/21/2019
Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors
Firm Earns Ranking for Fifth Time
08/21/2019
Canton, Ohio Investment Advisors Beese Fulmer and MacNealy Hoover to Join Forces
MacNealy Hoover advisors and staff members will move to Beese Fulmer's downtown Canton location at 220 Market Ave., Suite 1150, bringing the firm's total employment to 11.
08/21/2019
Bluespring Wealth Partners acquires Asset Manager
Led by Daniel G LeScoezec, CHFC, President, who has over three decades of financial services experience.
08/21/2019
RBC Q3 helped by personal & commercial banking, wealth management
Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.
08/20/2019
Pictet assembles new LatAm team led by ex-Julius Baer banker
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Revealed – which firms the wealthy choose for insurance
Of the more than 600 respondents, 121 were emerging HNWI from the UK; 197, HNWI (UK); 87, emerging HNWI (US); and 227, HNWI (US).
08/20/2019
HighTower Makes Strategic Investment in Wealth Manager
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.
08/20/2019
Bluespring Wealth Partners Acquires Hickory Asset Management
RIA chooses Bluespring Wealth Partners as succession partner
08/19/2019
Signature Bank Named to Inc. Magazine's List of America's Fastest-Growing Private Companies--the Inc. 5000
The companies on this year's Inc. 5000 have followed so many different paths to success