04/15/2015
U.S. private wealth management division of CIBC receives Delaware Trust Charter
The state of Delaware has long been known as a leader in trust laws, offering wealthy clients more advantageous tax benefits, investment flexibility, control over trust terms and asset protection.
04/14/2015
Snowden Lane Partners to Double Manhattan Footprint
The new space is being designed by Aref & Associates Design Studios
04/14/2015
The bank will need to be part of a “thriving ecosystem” of entrepreneurs in order to innovate and “build the bank of the future,” he said.
04/14/2015
Citibank Says former VP of private banking arm ran off with trade secrets
The bank on Friday accused a former vice president of its private banking arm of soliciting former clients
04/14/2015
Guernsey's fiduciary sector was represented at a prominent international estate planning conference in the United States
04/14/2015
Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.
04/14/2015
Execs want someone on the West Coast, just as they have people in New York and elsewhere
04/14/2015
Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.
04/13/2015
New approach calls on the older generation to share their experiences and values with heirs
04/13/2015
The appeal of the single-family office is strong and continues to grow among the ultra-wealthy.
04/13/2015
Dorchester serves Canadian, American and overseas clients with a dedicated team of nine investment professionals
04/12/2015
The detailed results of the vote for the election of directors held at its Annual and Special Meeting earlier today in Toronto are set out below.
04/12/2015
The group has more than 34,000 members.
04/12/2015
At the end of last year, BTG Pactual oversaw 81 billion reais for wealthy clients.
04/10/2015
Increasing number of hedge funds converting to family offices
Mounting regulatory and operational costs are prompting a growing number of hedge funds to convert their businesses into family office structures, according to Citi Private Bank.
04/10/2015
Employee or Independent Channel? Give Clients What They Want
Sarch said that firms keep track of where they are winning and losing assets flows
04/10/2015
Family Office acquires $22 Billion Full Service Asset Management Firm
The Private Client Group serves a diverse range of clients ranging from entertainment luminaries, to business leaders, to small business owners, to investors and retirees.
04/10/2015
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
04/09/2015
Palm Beach County Expands as Wealth Fund Magnet
New West Palm Beach office serves high-net-worth clients throughout Florida
04/09/2015
OppenheimerFunds today announced that it has fully staffed its team