03/26/2014
We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.
03/26/2014
Lebenthal Snags $1.2B Team From Morgan Stanley
Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, LLC that offers clients advice from the high caliber wealth advisors, announced today that the Gallaway Stern Group has joined the firm.
03/26/2014
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
03/25/2014
Bank of the West to Launch UHNW Business
Nearly three years after launching its high-net-worth business, San Francisco-based Bank of the West is gearing up to move upmarket and woo the super wealthy.
03/25/2014
Payouts on the rise for wealth management executives
Major firms boosted payout for their top managers last year as they place more emphasis on advice division.
03/24/2014
British life insurance and pensions group in advanced talks to buy rival asset management unit
It is in "exclusive and advanced" talks to buy rival
03/24/2014
U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r
03/24/2014
Maxim Group LLC, a leading full service investment banking, securities and wealth management firm announced the selection of Rogerscasey to provide manager diligence services for its WealthIntroduction program.
03/24/2014
Abbot Downing has been recognized the "Best National Private Wealth Manager" at the inaugural Family Wealth Report Awards in New York.
03/21/2014
BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices
The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.
03/21/2014
Banks Pull Out All the Stops for the Ultra-Rich
Every bank catering to the wealthy touts its high-end services.
03/21/2014
Rothstein Kass’ Family Office Group Named “Best Multi-Family Office ” and “Best Effective Tax/Accountancy Team” by Family Wealth Report
Rothstein Kass a leading professional services provider to the financial services industry, today announced it was named “Best Multi-Family Office (New Entrant)” and “Best Effective Tax/Accountancy Team” at the Family Wealth Report
03/21/2014
Raymond James, Recruiting Juggernaut, Marches On
Raymond James is growing through acquisition.
03/21/2014
Leading Swiss Private bank looking to bring the children of its clients into the fold
Financially conservative children of current clients receive particular attention, says UBS Wealth Management
03/21/2014
Cottrill, Arbutina affiliates with V&T Wealth Advisors
Cottrill, Arbutina Wealth Management Group has more than doubled its size by affiliating with V&T Wealth Advisors
03/20/2014
RBC Wealth Management CEO Explains Firm's $46 Million Commitment To Water
In recognition of World Water Day, Saturday, March 22, 2014, I’ll be visiting here live with John Taft, the CEO of RBC Wealth Management-US, about RBC’s Blue Water Project.
03/20/2014
Merrill Lynch Wealth Management and Edhec Business School Joins Forces to Advance Goals-Based Wealth Management
We are delighted to be able to work on the industry-relevant and intellectually stimulating subject of risk and goal allocation, thanks to our collaboration with Merrill Lynch on this research chair"
03/20/2014
LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category
03/19/2014
The real-life “Wolf of Wall Street” Jordan Belfort who is now a motivational speaker resides in a luxurious oceanfront home in California
03/19/2014
Several FOX Member Organizations Recognized