03/29/2016
Mercer Merger Creates $8B Wealth Management Powerhouse
Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients
Wealth and Asset Management
03/28/2016
Asset Picks From Top Wealth Management Firms
Why wealth managers are telling clients to avoid dramatic portfolio changes
03/28/2016
Sentinel AM Signs the UN-Supported Principles for Responsible Investment
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com
03/28/2016
Raymond James’s Deutsche Deal Shines, But Threats Loom
But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.
03/28/2016
UBS Wealth Management Americas and UBS Asset Management Launch Outsourced Chief Investment Officer Program
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
Inside BB&T: Southern Private Bank on the Rise
BB&T is the nation’s No. 11 bank based on assets, but its wealth management group is underweight
03/28/2016
Rockefeller exec: funds must rethink fossil fuel investment
The fund’s associated Rockefeller Family Fund said last week it would quit its holdings in Exxon Mobil Corp and investments in coal and Canadian oil sands.
03/24/2016
Raymond James CEO: Over 90% of Alex. Brown Reps Retained
The news concerns the firm's purchase of Deutsche Bank's wealth unit, which includes some 200 advisors
03/23/2016
U.S. wealth managers grit teeth and prepare for Labor rule
Some advisers are even job hunting, worried that the rule's impending introduction could slash their compensation.
03/23/2016
Atlantic Trust receives national recognition at 2016 Family Wealth Report Awards
The award recognizes an individual working in the private client world.
03/23/2016
Element Pointe Advisors Launches Independent Registered Investment Advisory Firm
New investment management firm will serve as Chief Investment Officer to ultra high net worth clients.
03/22/2016
RBC Global Asset Management Inc. Re-Opens PH&N High Yield Bond Fund to New Investors
RBC Global Asset Management Inc. reserves the right to cap the Fund or otherwise restrict investment at a later date.
03/22/2016
FOX Releases New Study on How to Create Memorable Family Client Experiences
“For advisors who seek to be the first person a family member calls, creating great client experiences will help them earn that privilege.”
03/21/2016
J.P. Morgan Culls Wealthy Herd
The move is one of the boldest yet among banks that are increasingly focused on managing the money of wealthy clients, who generate more fees and entail less risk than middle-class and lower-income customers.
03/21/2016
Interview with Rainer Nigg from Ameliora Wealth Management
Deloitte recently confirmed Switzerland as the world’s leading private wealth management centre. Why does Switzerland remain on top despite turbulences?
03/21/2016
Vanare Recognized for Portfolio Management Excellence
Family Wealth Report Honors Pioneering Firm Offering Flexible, Customizable and User-Friendly Portfolio Management Tool
03/20/2016
Suspended Goldman banker still hat-tipping Donald Trump
Mr Thorburn, an associate in Goldman's wealth management unit, failed to disclose the original online business venture to the investment bank.
03/17/2016
Ex-Paulson partner snags Bain Capital co-founder's backing for new hedge fund
RMWC invests money for Andrews and other wealthy individuals, including fellow former executives of the Boston-based private equity firm and its sister consulting group, Bain & Company.
03/17/2016
Santander Brasil eyes Citigroup unit to grow wealthy clientele: executive
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
PURE Insurance Awarded Best Insurance Product Provider at the Family Wealth Report Awards 2016
The Family Wealth Report Awards were designed to recognize companies, teams and individuals who have demonstrated innovation and excellence during 2015.