06/14/2016
Morgan Stanley's wealth business helped by offshore flows
But many European countries are preparing to set up registries that would make it harder for shell company owners to remain anonymous or avoid taxes.
Wealth and Asset Management
06/14/2016
Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership
The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff
06/13/2016
Atlantic Trust relocates growing Newport Beach office
"The new office follows a period of impressive growth for our firm in the region, and we look forward to further expanding our capabilities on behalf of our clients."
06/10/2016
Blackstone Turns to Investment Banking Model to Court the Rich
“It’s more of an investment banking model as opposed to an asset management model.”
06/10/2016
Brighton Jones Expands Offering with Launch of Impact Investing Solution
Wealth management firm announces Impact Portfolios which align investment strategies with client’s personal values
06/10/2016
Northland Wealth Management Awarded 'Portfolio Manager of the Year'
For the second consecutive year, we have been recognized as best-in-class in Canada.
06/10/2016
After record year, Pershing Advisor Solutions expects to add up to $15B in new assets in 2016
The custodian attracted RIAs with $19 billion in AUM in 2015, its best year ever
06/09/2016
UBS to Cut Managers at U.S. Wealth Unit, Recruit Fewer Advisers
UBS declined to provide a specific number of cuts.
06/09/2016
HighTower Expands to St. Louis with new RIA Team
Archer Wealth Management becomes HighTower St. Louis
06/09/2016
UBS plots overhaul of US wealth management arm
UBS Americas President Tom Naratil, who described the shake-up as an effort to reduce costs tied to management overheads, bureaucracy and recruitment.
06/09/2016
UBS plots overhaul of US wealth management arm
UBS Americas President Tom Naratil, who described the shake-up as an effort to reduce costs tied to management overheads, bureaucracy and recruitment.
06/09/2016
UBS Wealth Management Americas Introduces New Operating Model
New field structure, FA compensation model designed to move decision-making and resources closer to clients, increase advisor retention, and drive organic growth.
06/09/2016
Barclays Encore! Program Helps Professionals Re-Enter the Finance Industry
The ten week paid internship program for accepted candidates will begin on September 12, 2016, with an orientation and training program at the onset.
06/08/2016
As Growth Hits a Speed Bump, Wealth Managers Seek to Adapt
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
'I'm done': U.S. wealth managers may call it quits over regulatory load
In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal
06/07/2016
Merrill grabs adviser with $244M from J.P. Morgan
Barclay has 17 years of experience in the industry, having started at UBS as a sales assistant in 1999, according to Merrill Lynch.
06/07/2016
Financial giant buys South Florida wealth management company for $275M
The financial giant bought the local company for $275 million.
06/07/2016
Wealth Management Industry Getting Better for Females
Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.
06/07/2016
Lazard Asset Management Launches New Global Multi Asset Fund
The Lazard Multi Asset team was formed in 2007 and manages portfolios for clients across the globe
06/03/2016
Brazil bounce could be short-lived, warn Nikko AM duo
Brazil will need to enact reforms to return the country to a sustainable path before losing the confidence of the markets.