03/09/2016
New cloud-based Financial Services offering provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility
03/09/2016
These are people whose total average assets are at least RMB 10 million a day, over a one-month period.
03/07/2016
That could spell trouble for some firms that have no plans for passing the torch to a younger generation.
03/04/2016
Lombard Int’l sets up dual US-UK wealth solution
In addition to providing a practical solution to the issues faced by US clients, the hybrid policy also caters to UK residents who, for business or personal reasons, plan to take up residence in the US for a period of time.
03/04/2016
The partnership with HHG further expands the firm’s presence and we look forward to working with the management team
03/04/2016
Fund Evaluation Group, LLC adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.
03/04/2016
“UMAX’s ability to so efficiently facilitate changes across multiple UMA portfolios simultaneously is a major step forward in the industry,” he added.
03/03/2016
The judges are in the process of determining whether to send that case to trial.
03/02/2016
The award was accepted by Ascent Head of Private Banking Mark Foster at the PAM Awards ceremony in New York City on Feb. 22. Ascent has received a total of four awards from PAM since 2014.
03/02/2016
The deal is anticipated to increase BOK Financial’s assets under management and administration by approximately $320 million and expands the company’s wealth management reach in Texas.
03/02/2016
The PAM Awards recognize and reward those who have provided exceptional advice and service to wealthy families in an increasingly complex economic environment.
03/02/2016
The black-tie event was attended by hundreds of private wealth executives and celebrated those who have provided exceptional client service to the private asset management industry over the past 12 months.
03/02/2016
Key Private Bank's mission is to deliver proactive and personalized expertise and advice by combining local market insight
03/01/2016
Mr. Goldsmith is survived by his wife Elaine, their two sons Russell and Bruce, and five grandchildren.
02/29/2016
If there’s one lesson to be learned from the wealthiest investors in the world, it’s that there isn’t one definitive way to make your billions
02/29/2016
This award is given to wealth managers with the highest level of overall client satisfaction.
02/26/2016
Named 'Best Private Wealth Manager, Under $5 Billion'
02/25/2016
Private Asset Management Magazine Honors First Republic For Sixth Year
02/25/2016
The Family Wealth Report Awards are judged based on innovation and excellence achieved in 2015 as judged by FWR.
02/25/2016
The 2016 PAM Awards were announced earlier this week at a ceremony in New York. Eight firms were shortlisted for this award.