12/06/2015
BTG Pactual pushes to sell credit portfolios
Joe Leahy in São Paulo and Martin Arnold and Patrick Jenkins in London
Wealth and Asset Management
12/04/2015
First Republic Bank Announces Contract Extension
The Board approved an extension of Herbert's contract as full-time Chairman and CEO through Dec. 31, 2017.
12/04/2015
David Silfen, Goldman’s Former Equities Co-Head, Dies at 69
In his new role, Silfen was instrumental in building the firm’s equities derivatives business
12/04/2015
Stifel Completes Acquisition Of Barclays Wealth And Investment Management, Americas
Through the combination of the depth of Barclays’ franchise and the breadth of Stifel’s product offerings, we are creating a premier wealth management platform.
12/03/2015
Why a German billionaire says that pledges like Mark Zuckerberg’s are really bad
Private spending on social welfare in the United States is four times the average in advanced economies
12/03/2015
Super-wealthy could get their own social network, courtesy of Credit Suisse
In October, the Swiss-based bank said that it would close its U.S.-based private equity operations
12/03/2015
Raymond James to Acquire the US Private Client Services Unit of Deutsche Asset and Wealth Management
“Consistent with our growth strategy, this well-respected unit meets our highly selective parameters for cultural and strategic fit, ability to integrate and value,” said Raymond James CEO Paul C. Reilly. “
12/03/2015
Canada's banking bet on the world's 1%: Don Pittis
Whether they realize it or not, Canadian pensioners are taking a stake in the world's rich
12/02/2015
Morgan Stanley is pulling a surprise move -- and Wall Street loves it
Few investors expected the firm to aggressively restructure its FICC division, according to Hawken.
12/02/2015
Northern Trust Enhances Global Brokerage Capabilities
Strengthens global trading and transition management services
12/02/2015
U.S. High Net Worth Individual Wealth Grew by More Than a Trillion Dollars in 2014
Millennials Signal Disruption for U.S. Wealth Industry With Greater Demand for Automated Robo-Advisors
12/01/2015
U.S. Bancorp Turns to Robos to Boost Wealth-Management Assets
U.S. Bancorp’s wealth-management unit has dragged behind its competitors.
12/01/2015
Administration of Trusts And Estates in the Digital Age
The Revised UFADAA provides a compromise solution between fiduciaries and internet service providers
11/30/2015
Deutsche Asset & Wealth Management Changes the Underlying Index of Deutsche X-trackers MSCI All China Equity ETF
China is the world’s second largest economy and its equity market has become increasingly accessible for international institutional investors
11/30/2015
LTCM founding partner targets HNWs in robo push
The fund is a globally diversified multi-asset fund, which uses passives to implement its rule-based dynamic asset allocation strategy, and carries an annual management charge of 0.12%.
11/29/2015
Head of U.S. Bank Aims to Beat Rivals in the Wealth Game
Mark Jordahl, president of U.S. Bank Wealth Mangement, leads a new robo-advisors initiative.
11/25/2015
Global private banking: Head to head with America
GS, MS and JPM have all arrived on the global map. Are the traditional private banks ready for the challenge?
11/25/2015
Youth is not wasted on the Young
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/24/2015
Ultra-Wealthy Boost Investments in 3 Areas, Cut Back in 3: Tiger 21
Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported
11/24/2015
When Should Investors Switch from Robo-Advisors to Humans?
As your financial situation becomes more complex, a robot won't be able to answer your questions.