10/17/2013
Morgan Stanley Wealth third-quarter profit soars on fee revenue
Morgan Stanley, which has made a bigger bet on wealth management than any other major U.S. investment or commercial bank
Wealth and Asset Management
10/17/2013
UBS Wealth Management Americas Relaunches Equity Compensation Business
The new brand reflects the company's significant and on-going commitment to the business
10/16/2013
Swiss Private Bank To Close Over IRS Investigation
The bank is one of 14 under investigation for allegedly helping Americans evade taxes.
10/16/2013
Raymond James Snags $1B Team
Raymond James recently recruited the firm Provenance Wealth Advisors consisting of 10 advisors and 14 registered associates
10/15/2013
How are wealth managers stress-testing for a US default?
This means plotting such a scenario in the current globalised world is nigh on impossible, albeit it is clear the impact would be colossal.
10/15/2013
Northern Trust 3Q profit climbs, fee income jumps
Wealth management firm Northern Trust said Wednesday that its third-quarter net income climbed 16 percent as it made more money from fees and benefited from a gain on an office building sale.
10/15/2013
Client Asset Flows Up at BofA as Advisor Ranks Thin
Bank of America’s global wealth & investment management unit on Wednesday reported record-setting quarter in assets under management and fees earned, even as advisor headcount and productivity dipped.
10/15/2013
David Kirkpatrick Joins SCBT Wealth Management Group
SCBT announced today that David Kirkpatrick has joined its Wealth Management Group as senior vice president and portfolio manager.
10/15/2013
The 6th BNP Paribas Individual Philanthropy Awards Honours Indian and American Entrepreneurs
BNP Paribas is delighted to announce the winners of the 2013 Individual Philanthropy Awards
10/14/2013
First Republic Reports Wealth management assets up 5.2%
First Republic Bank today announced financial results for the third quarter and the nine months ended September 30, 2013.
10/14/2013
Lebenthal's Big Bet on Wealth Management
Leading this initiative will be two well respected financial services professionals: Jeffrey B. Lane and Frank Campanale.
10/14/2013
What Is A Celebrity Multi-Family Office?
In order to address the needs and wants of certain unique wealthy populations, multi-family offices are continually developing new operational structures.
10/14/2013
The Investment Preferences of Family Offices
Deterred by the volatility of the public markets and the high-fee, low-transparency nature of private equity, many family offices have been seeking direct investment alternatives.
10/13/2013
The San Francisco unit of French bank BNP Paribas Expands Wealth Business
The San Francisco unit of French bank BNP Paribas is in the "early part" of its plans to enlarge its asset-management operations
10/13/2013
Financial Advisors Open Firm
Two veteran financial Advisors in Wilmington Are Now Leading Their Own Firm.
10/08/2013
North America Overtakes Asia-Pacific, Europe as Wealthiest - RESEARCH
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
Sterling Acquisition to Give Umpqua’s Private Banking Biz a Boost
Umpqua Bank’s plan to grow the private banking business to 10 times its size by 2018 may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.
10/07/2013
UBS Adviser Breaks Away To Form Independent Firm
The firm said the move was driven by a desire for access to new technology, a broader choice in clients and independence as a fiduciary adviser to its 119 family clients, who are based around the country.
10/06/2013
Merriman Launches Wealth Advisors Group based in Boston
The wealth management component of our business is based on trust and insight gained over years of experience
10/06/2013
How To Become A Multi-Millionaire Running A Single-Family Office, Part 1 of 3
A person can become quite wealthy earning millions of dollars annually running a single-family office.