03/23/2015
The duo decided to merge Wolfensohn’s private-equity fund that invests in clean energy and financial services in developing countries with Scott’s Eko Asset Management Partners
03/20/2015
Flynn Family Office, one of North America's foremost family office and business management companies was last night honoured with both 'Best New Entrant' and 'Best Brand Launch/Re-launch' at the 2nd Family Wealth Report Awards 201
03/19/2015
Citi Private Bank goes after big fish in Houston
Did Citigroup Inc. give up on Texas?
03/19/2015
Pitcairn Wins Family Wealth Report Award for Best Client Initiative
Pitcairn, a leading family office, received top honors in the family office category for Client Initiative at the second annual Family Wealth Report Awards 2015
03/18/2015
Mr. Krasnoff and partner Todd Morgan say they believe they can double assets under management in five years through expansion and acquisitions.
03/18/2015
With a shifting environment and ongoing regulatory changes, including potential new DOL fiduciary rules, retirement plans face growing complexity and increasingly seek consulting services.
03/18/2015
TMF Group and Custom House Global Fund Services are going to separate, creating an independent, stand-alone fund services operation
03/18/2015
The new office will enable Bel Air to better service its expanding portfolio of Bay Area clients and will enhance its commitment to the needs of high net worth clients in Northern California.
03/18/2015
The company raised $120 million, selling six million shares at $20 a piece on March 17 after they were offered for as much as $21.
03/18/2015
One only need look at the headlines in the case of Robert Durst to see the importance of this hypothesis.
03/18/2015
The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.
03/17/2015
Envestnet Institute On Campus Is A Program To Train The Next Generation For A Career in Wealth Management
03/17/2015
UBS, Bank of America, and Morgan Stanley stand out in the global wealth management industry, each responsible for handling more than $1 trillion in investors' assets.
03/17/2015
The award is the second in the past two months for First Republic
03/17/2015
The launch showcased key report findings on the growth of the global high net worth population
03/17/2015
This is the second consecutive year that Raymond James has named West Bancorporation a top bank.
03/17/2015
Managing Hollywood’s Shrinking Wealth
Hollywood is no longer paying what it once did, even though many actors and screenwriters don’t want to believe it.
03/17/2015
Market Street Trust Named Multi-Family Office of the Year
Market Street Trust Company, a family office and New York state private trust company, received the award for "Multi-Family Office" of the year at the Family Wealth Report Awards 2015
03/16/2015
Is Your Financial Adviser a Fiduciary ... or Just a Douche?
Would you have as much faith in your guidance counselor's recommendation to attend a college if she received a $5,000 kickback from that college for every student she convinced to matriculate?
03/16/2015
Judges report that the winner of this award gave a clear illustration of how they manage the complex needs of their international clients, and offered a clear description of their positive interaction with leading authorities in the industry.