05/31/2016
Macri yesterday said the money was deposited in Merrill Lynch accounts in Switzerland and the US, but it was transferred to the Bahamas after Swiss private bank Julius Baer Group bought the Merrill Lynch overseas wealth management unit from Bank of Americ
05/31/2016
Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment
05/31/2016
Based in Reston, the two founding partners and their 20+ person team advise $2.5 billion in client assets.
05/30/2016
For new advisers trying to gain a foothold in an age-based industry, the struggle is real. But not impossible.
05/30/2016
Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter
05/27/2016
3Macs has 72 advisers overseeing approximately C$6 billion in client assets under administration, according to Raymond James.
05/26/2016
The respondents were primarily U.S.-based with an average asset size of $7.6bn. When one large outlier was removed, the average assets fell to $1.4bn.
05/26/2016
The world of these accomplished entertainers and athletes, enable them to capitalize on some of the most sophisticated wealth management services available.
05/25/2016
The private bank, which boasts a host of wealthy clients, also recently cut as many as 30 staff from its Asia region.
05/25/2016
This is where comprehensive longevity planning driving by concierge healthcare firms comes into play.
05/24/2016
Quite often, women take longer to choose an advisor,” he added.
05/24/2016
While banks have cut thousands of employees since the financial crisis, wealth-management operations have been generally spared the worst as the business has grown along with the fortunes of clients.
05/23/2016
The sharpest drop probably will be in fixed-income sales and trading
05/23/2016
Lombard Odier has 26 offices in 19 locations including London, Paris, Zurich, Moscow, Dubai, Hong Kong, Singapore and Tokyo.
05/23/2016
US elections could also mark a change in consumer sentiment after the Barack Obama administration.
05/23/2016
Seventy-Seven Percent of High Net Worth Surveyed Came From Low- to Moderate-Income Families
05/23/2016
The new group will operate out of the firm's Charlotte and Asherville offices.
05/22/2016
A fund backed by Rich Lister Rhonda Wyllie plans to raise about $350 million from other wealthy family offices in a bid to supercharge a war chest for making strategic investments in large listed companies.
05/17/2016
Firms have much catching up to do to retain clients and wealth managers
05/17/2016
Family office buys Peninsula development site for new headquarters
Family office on Friday snapped up Alma Station at 1020 Alma Street, where it plans to build a roughly 25,000-square-foot, ultra-green office building beginning this summer.