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.
11/23/2014
In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth.
11/23/2014
The largest U.S. savings and loan collapse became an opportunity for the nation's largest bank to enter and then expand into South Florida.
11/21/2014
The process of tagging a trade as a best investment idea is one of the practices singled out by federal prosecutors in an indictment
11/20/2014
Bankers Provide One-Stop Shop For Wealth Management Training
The American Bankers Association has created a one-stop shop for wealth management training for bankers and others.
11/20/2014
McGladrey Expands Family Wealth Services Team
McGladrey LLP, is a licensed CPA firm and serves clients around the world through RSM International, a global network of independent assurance, tax and consulting firms.