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
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
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
Two well-acquainted investment management firms have merged, bringing a permanent presence of a preeminent money manager to Florida.
12/03/2014
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
They're bullish on the economy.
12/01/2014
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.
12/01/2014
While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.
11/27/2014
Event to Feature Speeches, Panels Aimed at Helping Women Achieve Success
11/27/2014
Last week I had the opportunity to attend the 2014 Government-Business Forum on Small Business Capital Formation in Washington D.C. where Commissioner Daniel M. Gallagher gave his opening remarks after the first panel.
11/27/2014
Barclays' private bank in Switzerland has dropped out of a U.S. programme aimed at cracking down on wealthy Americans evading taxes through hidden offshore accounts, the British bank's market head for Switzerland said on Thursday.
11/27/2014
We are incredibly honoured to be recognized amongst our industry peers," said John Montalbano, CEO of RBC GAM Inc
11/26/2014
Family Office Accounting Practices Are In High Demand
11/26/2014
The strategy is being incorporated at a time when competition is intensifying among major global banks in Asia Pacific’s wealth management sector
11/26/2014
Mercantile Bank has just launched a Private Bank that holds its very own form of differentiation – offering private banking exclusively to entrepreneurs.
11/26/2014
The award espouses the traits of bold leadership and recognizes the diverse contributions of these inspiring women.
11/24/2014
Rising wealth in Europe attracts rivals from the Americas
Europe’s economy might be growing much more slowly than its US and Asian counterparts, but it still has solid fundamentals of wealth
11/24/2014
A magnet for pilgrimages by luminaries like Frank Sinatra and Nelson Mandela, the suites once filled three entire floors
11/23/2014
It’s the battle of the bulges.