03/26/2018
UBS Poaches Private Bankers in Mexico
Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan
Wealth and Asset Management
03/26/2018
Rockefeller Capital inks lease at Rock Center
Wall Street newcomer signed a 15-year lease
03/23/2018
Goldman loan program to help LPL advisors tap HNW clients
The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.
03/23/2018
Amundi and CreditEase sign wealth management partnership
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
Fiera Capital Acquires Leading High-Net-Worth and Institutional Investment Firm
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/22/2018
Malta bank chief held in US over Iran links
Company had been under scrutiny by murdered journalist Daphne Caruana Galizia
03/22/2018
Private banking trust first then digitalisation
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
Hilliard Lyons Wealth Advisor Named to Financial Times’ Top 400 Advisers List
This designation puts Schutz among elite advisors at national, independent, regional, and bank advisors across the United States.
03/22/2018
7 reasons keeping wealth managers up at night by SS&C
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
New Spectrem Group Market Insights Report Reveals Significant Growth in U.S. Household Wealth in 2017
The report also includes information on the investment habits and behaviors of investors based on advisor usage and occupation.
03/21/2018
Oakbrook Solutions Crowned 'Best Family Office Management Consultancy'
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
Cetera Financial welcome Marquette Bank's Wealth Management Program to Cetera Platform
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
Morgan Stanley wealth customers bring more assets to bank: executive
“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
A.W. Jones launches A.W. Jones Private Advisors
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
Morgan Stanley to establish new wealth management office in Arizona
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
Envestnet Wins Three 2018 Family Wealth Report Awards
In his role, Lumberg is responsible for leading a team in developing new markets to deploy the Envestnet platform and wealth advisory services.
03/20/2018
Stifel Completes Acquisition of Ziegler Wealth Management
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/20/2018
A.W. Jones Launches A.W. Jones Private Advisors
Firm Leverages 70 Years of Asset Allocation, Investment Research & Manager Selection Experience to Offer Boutique Investment Advisory Services with a Focus on Alternatives
03/19/2018
Helping HNW Advice Clients Invest in Real Estate
Some seek stable investments that provide inflation protection and tax advantages, for example, while others are willing to take on more risk in secondary markets, the report says.
03/19/2018
Ex-AIG Execs Kick-Off New High Net Worth Insurer Vault in Florida
“Wealthy people like to live in beautiful places and the coast of Florida is that in a big way,”