06/27/2018
Family Office Competition Heats Up with Boutique Luring Top Bankers
Cresset Capital Management has launched Cresset Family Office, led by two former executives from U.S. Bank and Wells Fargo.
Wealth and Asset Management
06/27/2018
South Carolina-based bank lures local talent to launch private banking line
It added Jane Coble, who came over from Union Bank & Trust, along with John Neal, previously with SunTrust.
06/27/2018
Voya Offers New Lending Program to its Retail Wealth Management Clients
Investors can now access Investment Credit Line solution through BNY Mellon
06/27/2018
Giles Pascoe Goldman Sachs
He previously spent eight years in pan-European equity sales, joined Goldman’s, which has an AuM of $1 trillion, in 2000 and was made a managing director in 2011.
06/27/2018
Family Office Competition Heats Up with Boutique Luring Top Bankers
The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.
06/26/2018
CIBC extends private wealth brand across U.S.
CIBC Atlantic Trust Private Wealth Management becomes CIBC Private Wealth Management
06/26/2018
Merrill Lynch Introduces New Mobile App Features That Make It Easier to Manage Finances
Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.
06/26/2018
PPB Capital Partners Launches One-Stop Wealth Manager Portal
Advisors can easily RSVP for events and receive calendar invites directly from the system.
06/26/2018
The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting
When delivering services and products, high-caliber multi-family offices ensure that everything they do works cohesively.
06/26/2018
2018 Insights on Wealth and Worth
Putting wealth into action
06/26/2018
225 years old State Street wants companies to take diversity more seriously
“Know the power of women in leadership. SHE makes a difference.”
06/25/2018
Swiss private bank UBP hires top banker to attract more U.S. clients
Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.
06/22/2018
Eight Charts That Explain Millennials and the Future of Wealth Management
Data points financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.
06/22/2018
HSBC Jade Launches Concierge Service with Innovative Digital Platform to High-Net-Worth Clients
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
Seaward Management Announces Rebrand to Prio Wealth
The new brand reinforces the company's focus on helping clients achieve financial and life goals
06/22/2018
UBS Merger Hits Roadblock
UBS is faltering on the «improved efficiency» part
06/22/2018
BB&T Scott & Stringfellow Expands Fort Worth Office
Bescher has more than 20 years of experience at his previous firm, where he established his team.
06/21/2018
State Street Global Advisors Releases Mid-Year Global Market Outlook: Diverging Markets Call for Skilled Stock Pickers
US Pulls Ahead, Protectionism Remains Biggest Risk
06/21/2018
EFG to double Chile staff in 5 years
These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.
06/21/2018
Mexico's Billionaire Coppel Family Plans $2 Billion IPO
Morgan Stanley and BofA said picked as global coordinators