11/17/2015
Abbot Downing ranks among world's richest family offices
More than one-third of Abbot Downing's 280 employees are based in Minneapolis.
Wealth and Asset Management
11/17/2015
Family connections
Commercial Real Estate can favorably impact an investors return given certain provisions in the IRS code, such as depreciation.
11/13/2015
Art Appreciation as a Lure for Ultra-Wealthy Clients
Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.
11/12/2015
Morgan Stanley (MS): Stealing Retail Banking From Banking Giants?
Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products
11/11/2015
Wealthiest home buyers look to the US, UK and Switzerland, new study shows
UHNW buyers look for residences that are environmentally sustainable, technologically sophisticated, or that fit better with their personal and family needs.
11/11/2015
Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/10/2015
Unsubscribe by Tim Price
Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.
11/09/2015
Rich retirees fear they’ll outlive their wealth
Each of these affluent Americans today has a minimum of $1 million in investable assets; hundreds have at least $5 million.
11/09/2015
Investment in Abax Investments
We have deep respect for the experience and talent of the management team
11/09/2015
Citi Launches Wealth Institute for Top Advisors
Citigroup's top financial advisors are headed back to school.
11/06/2015
Mirae Asset Securities to offer wealth management services
For such a restructuring, it has recruited experts in wealth management and investment consulting from the local talent pool and plans to additionally take on new hires.
11/06/2015
UBS Shares Its Strategy for Its Wealthiest Clients
There is a lot of sophisticated analysis packed into Haefele’s seemingly innocuous remark.
11/05/2015
Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors
Providing research to the Wealth Management division is an exciting endeavor for our firm
11/05/2015
RBC named "Best Private Bank in Canada" by Global Private Banking Awards for fourth consecutive year
Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"
11/04/2015
FOX Introduces Technology Consulting Services for Family Offices
The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton
11/04/2015
Book Review: The Single Family Office
He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.
11/04/2015
Catholic Wealth Management: Thou Shalt Invest for Impact
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
Deutsche Asset & Wealth Management Acquires Class-A Chicago Residential Property
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Husband Charged in Wife’s 2009 Killing on Upper West Side
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.
11/03/2015
Long-term vision gives Al Waha Capital chief clear goals
Al Waha’s capital markets division has been active in credit and equity markets for the past five years, managing internal portfolios, the next five will involve an expansion into a fully-fledged asset management division, with funds open to outside