03/19/2015
Citi Private Bank goes after big fish in Houston
Did Citigroup Inc. give up on Texas?
Wealth and Asset Management
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
Financial Advisers Target San Francisco Tech Wealth
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
UBS Wealth Management Americas Re-Brands Retirement Plan Consulting Business
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
Custom House re-launching Global Fund Services
TMF Group and Custom House Global Fund Services are going to separate, creating an independent, stand-alone fund services operation
03/18/2015
Bel Air Investment Advisors opens in CA
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
Goldman Speciality-Finance Firm Falls in Trading Debut After IPO
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
Trouble With Trusts When Transferring Wealth
One only need look at the headlines in the case of Robert Durst to see the importance of this hypothesis.
03/18/2015
Atlantic Trust receives national recognition at Family Wealth Report Awards
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
Wheelhouse Analytics and Envestnet Partner To Launch Envestnet Institute On Campus
Envestnet Institute On Campus Is A Program To Train The Next Generation For A Career in Wealth Management
03/17/2015
Wall Street's trillion dollar money managers are under threat from a new breed of low-cost advisers
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
First Republic Named Top Private Bank In U.S.
The award is the second in the past two months for First Republic
03/17/2015
World Wealth Report Wins Best PR Program Award
The launch showcased key report findings on the growth of the global high net worth population
03/17/2015
Raymond James says West Bank is a 'top performer,' again
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
Cantor & Webb Honored to Receive Tax Advice Award
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.
03/16/2015
RBC recognized with five top honours at the Family Wealth Report Awards
RBC's global strength recognized with awards for top "Canadian Private Bank", "Institutional Trust or Fiduciary Company", "Private Bank - Wealth Structuring Offering", "PR Program" and "Global Custodian&am
03/16/2015
Canadian banking veteran Gord Nixon pans IMF plan for oversight
As head of Canada’s largest bank, Gord Nixon had a front-row seat when the global financial system teetered on the brink in 2008,