12/05/2014
Glenmede boosts Board of Directors
Fourth Generation of Glenmede Founders to Serve as Company Director
Wealth and Asset Management
12/05/2014
Uber raises another $1.2 billion, pledges to become 'more humble company'
The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."
12/05/2014
CIBC seeks to expand U.S. holdings
CIBC is eyeing acquisitions in the private banking and wealth management business south of the border, chief executive Victor Dodig said as the bank reported its fourth-quarter results.
12/05/2014
Washington Wealth Management Adds Two Former Wirehouse Advisors
Newly Formed Barber Investment Partners and Avion Asset Management Both Plan to Aggressively Grow Their Respective Practices Through Affiliation with Leading Independent Hybrid RIA
12/05/2014
Private Money Meets Contemporary Art in Miami
For a few days each year, the Art Basel festival turns the affluent Florida city into the center of the wealth management universe.
12/05/2014
Smarter Ways to Work With the Stars
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention.
12/05/2014
Hedge fund and other alternative investments increase with wealth, says Spectrem report
Wealthy investors continue to invest in hedge funds as an alternative to the stock market, seeking greater return on investment while shielding their portfolios against the volatile nature of stocks and bonds trading.
12/05/2014
Give a Little and Get a Lot: Giving to Charity This Holiday Season
It could be a passion for the arts, a sick family member or even a near-death experience. It's rare to find a Canadian without a personal connection to a charity.
12/05/2014
WEF Offers Impact Investing Road Map for Wealthy Families
The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.
12/04/2014
Planning for Family Philanthropy
Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.
12/04/2014
The moment Sallie Krawcheck got hooked on social
The Ellevate chair spoke with Fortune’s senior editor at large Pattie Sellers about the importance of investing in your connections on social.
12/04/2014
Wells Fargo Launches ‘Wells Fargo Investment Institute’
New Investment Unit to Be Led by Darrell Cronk
12/04/2014
RBC Takes $15.8 Million Charge on Wealth-Management Business
Royal Bank of Canada, the country’s second-largest lender by assets, took an C$18 million charge in the fiscal fourth quarter tied to its wealth-management business.
12/03/2014
Affluent Investor Mindset: Alternative Investments
Compared to other investors, those who invest in alternatives are more likely than those who do not to describe their risk tolerance as aggressive or most aggressive.
12/03/2014
This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts
As 2015 approaches, estate planning and wealth transfer should be top of mind, especially for your high-net worth and ultra-high net worth clients.
12/03/2014
Haisman Wealth Management and Carnegie Investment Counsel merge
Two well-acquainted investment management firms have merged, bringing a permanent presence of a preeminent money manager to Florida.
12/03/2014
London & Capital US family office AUM surges 226%
London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.
12/02/2014
Managing the Issues of Ultra-High-Net Worth Clients
Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”
12/02/2014
The highly effective habits of superinvestors
They're bullish on the economy.
12/01/2014
Family Offices Are Successful Middle-Market Investors
While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.