10/23/2018
Julius Baer Is Shutting Down Its Panama and Peru Operations
Closure completes a strategic overhaul of Latam Chief Sanchez
Wealth and Asset Management
10/22/2018
A Silicon Valley Banking Executive Wanted to Show Off Her Wonderful Life. It Didn't Go Well
No banking executive can be without her daily yoga. And game of tennis.
10/19/2018
Vontobel acquires Lombard Odier business in North America
The move is Vontobel’s first acquisition in the US
10/18/2018
HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
Global wealth up 4.6% to US$317 trillion
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/17/2018
Savant Capital Management recognized as leader by Barron's and Forbes
For the third straight year, American business magazine, Forbes, ranked Brodeski in its list of America's Top Wealth Advisors.
10/17/2018
High-Net-Worth Individuals View Real Estate as a Top Wealth Indicator
The latest report from Luxury Portfolio International®, Luxury Real Estate: What Matters Most To Today's Global Elite, shows continued interest in real estate as a wealth builder and deep emotional investment
10/16/2018
Merrill Lynch Advisors Boost Client Acquisition by 87 Percent
Advisor incentives to acquire new clients are paying off for BofA’s wealth management unit.
10/16/2018
PNC Bank Looks to Boost $59B Wealth Business
PNC Wealth’s growth strategy is largely predicated on partnering with the retail bank to serve individuals with $1 million or more of investable assets.
10/16/2018
Jupiter unveils US long/short fund for recent recruit
The fund will hold between 40 and 60 stocks and will seek to capitalise on US equity market strength, while hedging against periods of difficulty.
10/16/2018
Why Credit Suisse Was Ordered to Pay Ex-Broker Almost $1 Million
Those advisors claim Credit Suisse withheld money owed to them, reports InvestmentNews.
10/15/2018
Family offices are in a talent grab for young impact investors
Family offices with a social impact mission have become magnets for young investment talent
10/15/2018
JPMorgan reports rise in Q3 wealth income
The division’s net revenue for the quarter ended 30 September 2018 was $3.56bn, up 3% from $3.47bn in the corresponding quarter last year.
10/14/2018
PBI Global Awards winners announced
BNP Paribas made a string of major new hires in its North Asia division this year.
10/12/2018
Rockefeller Capital Management Acquires Greer Anderson Capital
The most recent development for the firm as it continues to grow in all areas of its business.
10/12/2018
Two UBS Private Wealth Advisors Named to Forbes' 2018 Industry Lists
Terry Cook named #1 in Washington on Forbes List of 2018's Best-In-State Wealth Advisors; Kyle Caouette named to Forbes List of 2018's Top Next-Generation Wealth Advisors
10/12/2018
Senior “Team Bermuda” heads for Miami business forum
Bacardi and the Bermuda Tourism Authority are partnering with the BDA on a networking reception that concludes the event.
10/12/2018
Citigroup beats forecasts with 12% income jump
Revenues were largely unchanged from the prior-year period
10/11/2018
The Hill Investment Group Joins William Blair’s Private Wealth Management Team
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar