09/06/2012
Where Millionaires Are Investing As 'Fiscal Cliff' Nears
Where are the millionaires among us putting their money?
Wealth and Asset Management
09/06/2012
Large RIAs Buckingham and Founders to Merge
Agreement unites two strong RIAs; St. Louis powerhouse deepens Silicon Valley presence
09/06/2012
Bank of the West Opens Flagship Wealth Management Client Center in San Francisco
The center creates a space for a diverse group of professionals from the bank to work side by side to deliver integrated solutions to the financial issues that affluent and high net worth clients face.
09/06/2012
2012 Top Wealth Managers Revealed by AdvisorOne
12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry
09/06/2012
Sterne Agee strikes pact with Miami wealth management firm
Sterne Agee, one of the largest investment banks not based on Wall Street, will provide brokerage, custody and advisory services, along with financial research and banking and trust services.
09/06/2012
Goldman boosts private loans to wealthy
The private bank of Goldman Sachs is quietly beefing up its lending to wealthy individuals with a host of new loan products and credit offerings.
09/05/2012
2012 Top Wealth Managers Revealed by AdvisorOne
12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry
09/05/2012
Wealth Management Boutiques Beat Big Banks - Survey
Brown Brothers Harriman earns top honors with the highest LBSI score of 7.01, and ranks first on each of the four sub-categories.
09/05/2012
Morgan Stanley Attempts to Stem ‘Revolt’ in Wealth Management Unit
On Morgan Stanley (NYSE:MS) President Greg Fleming’s attempts to stem a broker revolt within the firm
09/05/2012
Top UHNW Donors Give Less Than a Quarter Percent of Their Net Worth to Super PACs - Wealth-X
Wealth-X, the global UHNW prospecting, intelligence and wealth due diligence firm, has revealed that top ultra high net worth donors give, on average, less than a quarter percent of their wealth to political causes.
09/04/2012
Virtus Investment Partners Announces Agreement to Acquire Rampart Investment Management
Firm specializes in customized options strategies
09/03/2012
Credit Suisse denies Swiss banks helping Germans dodge tax pact
German media have accused Swiss banks of telling German clients to shift money to Singapore, Asia's prominent finance centre, to avoid detection and taxation of their assets.
09/02/2012
Brokers could lose out as banks enter HNW
Formerly viewed as an area of little change, the HNW arena has undergone a period of well-documented developments.
09/02/2012
Family Property Means Managing for a Legacy
“The family generally has a unified opinion that this is a legacy asset”
08/30/2012
Camarda Wealth Advisory Group Earns Top Designation
The National Association of Board Certified Advisory Practices Named Camarda Wealth Advisory Group as a Premier Advisor
08/29/2012
Wealth manager sees opportunity in working with next generation
Khost is recruiting experienced private client advisers to support that expansion, and U.S. Trust, a subsidiary of Bank of America, also has begun helping wealthy families train their children and grandchildren to become good stewards of the enormous weal
08/28/2012
More brokers let clients borrow against art
Earlier this month, UBS Wealth Management America unveiled to its brokers a plan to offer loans of up to US$150 million ($187 million) collateralised by works of art, rare musical instruments and fine silver.
08/28/2012
Capital Group lures wealthy investors as mainstream flees
Since 2008, Capital Group Private Client Services has seen its assets almost double to $20 billion from $11.5 billion in a sign the firm's conservative investment approach is attractive to the wealthiest of U.S. investors.
08/28/2012
Rich Men Still Control Household Investment Decisions
Much Of Disparity Likely Has To Do With Traditional Gender Norms
08/27/2012
Concept Capital Markets taps new MD
Kyle will be joined at Concept Capital by Adrienne Franklin and Dennis Huynh, who have served Shoreline's clients as customer service representatives, and Richard de Ande, who has served the firm's clients as a trader.