01/30/2017
Savior of Private Banking?
Why is UBS so concerned about how comfortable the wealthy feel investing?
Wealth and Asset Management
01/30/2017
America's billionaires add a combined $15.8BN to their net worth during Donald Trump's first week in office
Trump's first week in office saw a rise in profits for America's wealthiest
01/30/2017
Why Canada’s startups should look to Asia for investors
Common among this new community of wealthy Asian investors is an appetite for alternative asset-class investments both domestically and internationally.
01/27/2017
UBS hopes Trump-led rally will help boost wealth management
We have begun to observe improved investor confidence.
01/27/2017
FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions
Wealth management is an area of strong, continued growth
01/26/2017
BNY Mellon Wealth Management takes a chance on North Virginia
The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.
01/26/2017
Private Client Group announces record quarterly net revenues
Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter
01/26/2017
Modera Wealth And Cambridge Wealth Unite
The two have been discussing the merger for several years.
01/25/2017
RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®
The new system allows advisors to better help clients identify, quantify and prioritize their goals.
01/25/2017
Family offices see event driven hedge funds, emerging markets as promising in 2017
The result of the survey revealed a diverging outlook for 2017 taken by managers, family offices and funds of funds.
01/24/2017
Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry
Wealth Access innovative platform has been recognized with multi-awards in 2016.
01/24/2017
Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firmms For 2017
Regulatory changes and technological advances are shifting the wealth management landscape
01/24/2017
Single-Family Offices Are Hiring Hedge Fund And Private Equity Investment Talent
There are many attraction of single-family offices to these proven investment professionals
01/23/2017
Merger activity for independent US wealth managers up 10%
The actual number is likely much higher, the study found.
01/20/2017
Lazard Asset Management Launches Real Assets Fund
The Multi-Asset team manages more than $4.2 billion in assets across a wide range of solutions tailored to meet each client's specific needs.
01/20/2017
Where Is Ken Fisher Spending His Billions- and Why?
What can you fathom others find unfathomable?
01/20/2017
RBC recognized as 'Best Trade Finance Provider in Canada' for fifth consecutive year by Global Finance magazine
The winners were selected by the Global Finance editorial review board and based on input from industry analysts, corporate executives and technology experts.
01/20/2017
J.P. Morgan CEO to Get $28 Million in 2016 Compensation
His base salary is unchanged at $1.5 million, according to the filing.
01/19/2017
Cincinnati money managers merge with national firm
The Haires and Mitchell have plenty of experience in wealth management for high-net-worth individuals and families.
01/19/2017
Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)
"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"