03/17/2016
Engel's remarks come less than a month after Citigroup unveiled a plan to exit retail banking and credit card operations in Brazil, Argentina and Colombia to curb costs and boost profitability.
03/17/2016
The Family Wealth Report Awards were designed to recognize companies, teams and individuals who have demonstrated innovation and excellence during 2015.
03/16/2016
Both will be based in the Miami office and will use their extensive experience to help serve global families from the United States and around the world.
03/16/2016
Tiedemann Wealth Management is proud to announce that it has been awarded as the 2016 Top Multi-Family Office over $5 billion by the Family Wealth Report. The award was proudly accepted by Tiedemann’s CEO and Chief Investment Officer, Michael Tiedem
03/15/2016
These awards recognize the very best operators in the private client industry
03/15/2016
Harry Koch, a newspaper publisher in Texas with a libertarian bent, laid the foundations of what is now one of the nation’s most influential families.
03/14/2016
The firm was recently recognized by Private Asset Management magazine (PAM) as the Best High-Net Worth Insurance Broker in the country.
03/13/2016
In February of this year, FINRA (the Financial Industry Regulatory Authority) sent a letter to a number of broker-dealers.
03/13/2016
The company said last month that it accelerated plans to cut 4,000 jobs.
03/11/2016
Use of Broadridge’s Revport tool improves reconciliation and payment processing
03/10/2016
The new body will combine corporate and investment banking coverage of private-equity, sovereign-wealth, pension, and hedge funds and certain family offices.
03/10/2016
Mr. Gutfreund came to represent an era on Wall Street when swashbuckling bond traders made huge bets using house money
03/09/2016
New cloud-based Financial Services offering provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility
03/09/2016
These are people whose total average assets are at least RMB 10 million a day, over a one-month period.
03/07/2016
That could spell trouble for some firms that have no plans for passing the torch to a younger generation.
03/04/2016
Lombard Int’l sets up dual US-UK wealth solution
In addition to providing a practical solution to the issues faced by US clients, the hybrid policy also caters to UK residents who, for business or personal reasons, plan to take up residence in the US for a period of time.
03/04/2016
The partnership with HHG further expands the firm’s presence and we look forward to working with the management team
03/04/2016
Fund Evaluation Group, LLC adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.
03/04/2016
“UMAX’s ability to so efficiently facilitate changes across multiple UMA portfolios simultaneously is a major step forward in the industry,” he added.
03/03/2016
The judges are in the process of determining whether to send that case to trial.