08/27/2012
But as Kevin Sidders, a former investment banker at Credit Suisse (CS) and Blue Beacon Capital, starts talking about his new business, VinConnect Inc., over our ceviche lunch in New York, I become seriously intrigued.
08/26/2012
Switzerland’s data protection commissioner has waded into the United States tax evasion row by demanding that banks stop handing over information to the US authorities that reveal the identity of staff.
08/26/2012
The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide
08/26/2012
Gateway Pro Tour announced that Harris Private Bank, a wealth management firm with locations in 11 states across the country, is the latest to sign on as a sponsor of the Gateway Pro Tour.
08/26/2012
Rockefeller says Butcher "worked tirelessly to enhance the bank's position around the world."
08/23/2012
About 85% of middle-class people say it’s tougher now than a decade ago to maintain their living standards, according to the Pew Research Center report.
08/23/2012
t Credit Suisse, we understand that the most lasting changes often begin with the actions of a single individual or a family, which is why we constantly work with our partners to develop new ways to help our clients achieve their philanthropic goals
08/22/2012
The Transaction is initially valued at approximately $50 million, or approximately $13.00 per diluted share.
08/22/2012
The Private Client Group continues to perform reasonably well.
08/21/2012
Senate Minority Leader Mitch McConnell, at No. 37, is the only GOP leader to make the top 50
08/21/2012
Comparatively, the middle class, who earned between $50,000-$75,000 annually, gave out average of 7.6 percent of their income to charity that year.
08/21/2012
New York-based JPMorgan last month reported a 9 percent decline to $4.96 billion following its trading loss in London.
08/20/2012
“There used to be this moat that created a great business model for Swiss banks -- it’s gone,” said Friedman, who was hired into the newly-created CIO position by former UBS Chief Executive Officer Oswald Gruebel in March 2011.
08/20/2012
Charitable contributions rose by 15 percent; Carbon dioxide emissions lessened by 24,500 metric tons
08/20/2012
Bankers across the Atlantic, including former Barclays Plc CEO Robert Diamond and Peter Sands of Standard Chartered Plc, have been muted by allegations that their firms rigged interest rates or were involved in money laundering.
08/19/2012
The report has many highlights in all areas.
08/19/2012
Poacher Turned Gamekeeper
He is the former chief operating officer of UBS Private Wealth Management who was sidelined during a management shuffle.
08/16/2012
New Programs provides a risk-free assessment for CPA firms aiming to expand wealth management services
08/15/2012
Why don't wealth management firms do more to protect families from financial predators?
08/15/2012
Those headlines may tempt novices to test the art market. And this is where many investors can get into trouble.