03/31/2016
SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.
03/31/2016
RBC Wealth Management Appoints Sagissor to President
Sagissor will manage the day-to-day operations of the private client group, which includes 1,900 advisors across 41 states.
03/29/2016
Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients
03/28/2016
Why wealth managers are telling clients to avoid dramatic portfolio changes
03/28/2016
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com
03/28/2016
But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.
03/28/2016
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
BB&T is the nation’s No. 11 bank based on assets, but its wealth management group is underweight
03/28/2016
The fund’s associated Rockefeller Family Fund said last week it would quit its holdings in Exxon Mobil Corp and investments in coal and Canadian oil sands.
03/24/2016
The news concerns the firm's purchase of Deutsche Bank's wealth unit, which includes some 200 advisors
03/23/2016
Some advisers are even job hunting, worried that the rule's impending introduction could slash their compensation.
03/23/2016
The award recognizes an individual working in the private client world.
03/23/2016
New investment management firm will serve as Chief Investment Officer to ultra high net worth clients.
03/22/2016
RBC Global Asset Management Inc. reserves the right to cap the Fund or otherwise restrict investment at a later date.
03/22/2016
“For advisors who seek to be the first person a family member calls, creating great client experiences will help them earn that privilege.”
03/21/2016
The move is one of the boldest yet among banks that are increasingly focused on managing the money of wealthy clients, who generate more fees and entail less risk than middle-class and lower-income customers.
03/21/2016
Deloitte recently confirmed Switzerland as the world’s leading private wealth management centre. Why does Switzerland remain on top despite turbulences?
03/21/2016
Family Wealth Report Honors Pioneering Firm Offering Flexible, Customizable and User-Friendly Portfolio Management Tool
03/20/2016
Mr Thorburn, an associate in Goldman's wealth management unit, failed to disclose the original online business venture to the investment bank.
03/17/2016
RMWC invests money for Andrews and other wealthy individuals, including fellow former executives of the Boston-based private equity firm and its sister consulting group, Bain & Company.