10/23/2012
Barclays, HSBC Top Greenwich Poll of Structured Product Leaders
Amid Softening Retail Demand, Barclays Claims Top Spot in Europe, While HSBC, J.P. Morgan and Barclays Lead in the U.S.
Wealth and Asset Management
10/23/2012
Optimism up for America's affluent - RESEARCH
America's affluent have grown considerably more optimistic in their assessments of the U.S. economy and their own investment prospects although there is anxiety over the global economy, according to survey findings by PNC Wealth Management, a member
10/23/2012
RBC Wealth Management's global strength recognized with three Private Banker International awards
We are extremely proud to see RBC Wealth Management recognized for its strength
10/22/2012
Wealthy Americans Are Bailing Out Of Hedge Funds
Global assets in hedge funds now top $2 trillion, far more than the $200 billion or so run in the mid-1990s.
10/22/2012
OppenheimerFunds Launches CEO Advisor Institute For Financial Advisors
nnovative program designed to teach financial advisors to think like world-class CEOs and engage like trusted global advisors
10/21/2012
US private clients ready to invest in markets and spend on experiences - UBS
The first Investor Watch shows individual investors’ optimism returning
10/21/2012
Webinar - Empowering the Board to Evaluate Performance
Evaluating family office performance goes beyond investment performance and the cost of office operations.
10/21/2012
HSBC puts £400m +++ worldwide advertising business up for review
HSBC's brand is one of the great success stories of modern marketing, according to HSBC themselves
10/21/2012
Senior UBS banker shifts focus to wealth management
A senior UBS banker is shifting focus to wealth management
10/18/2012
Morgan Stanley’s Gorman Set to Lose $2.9 Million in Pay
Instead, Morgan Stanley has produced an ROE of less than 6 percent with one quarter remaining and ranks ninth in its peer group in terms of shareholder return, beating only Credit Suisse Group AG. Gorman, who’s criticized Wall Street pay as too hig
10/18/2012
Northern Trust's quarterly net up on higher fee
Assets under custody rose 14% to $4.761 trillion while assets under management increased 16% to $749.7 billion.
10/17/2012
Threshold Group Opens New Offices in Seattle and Portland
“Our goal is to continue building a family-oriented wealth advisory business
10/17/2012
Six top financial advisors launch independent wealth management firm
The team of top performing national advisors has over 80 years of collective advisory experience and plans to maintain nearly $450 million in client assets.
10/17/2012
Merrill Lynch Wealth Management's brokerage defections continue
Merrill Lynch Wealth Management's main brokerage force shrank by 75 advisers
10/17/2012
Rich Families Cut Back on Buyout Firms for Direct Deals
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.
10/16/2012
BNY Mellon profit rises 11 percent in third quarter
Net income at the world's largest custody bank was $720 million, or 61 cents a share, compared with $651 million, or 53 cents a share, a year earlier.
10/15/2012
JPMorgan's Investment Banking Pay Pool Is...
What does this tell us about 2012 bonuses?
10/15/2012
Banks Temper Job Cutting After Surge in 2011 Reductions: Table
Personnel levels are stabilizing as analysts predict financial results will improve for the six largest U.S. lenders.
10/15/2012
Trends and Developments in the Private World of Family Offices
Single family offices are keeping vast amounts of capital on the sidelines, both to be ready for future opportunities but also because they are looking for a safe haven.
10/14/2012
Citi Profit Slides, but Core Businesses Show Strength
Revenue decreased to $19.4 billion from $20.83 billion a year ago.