04/14/2015
Wealth management matchmaker bags £500000 seed round
Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.
Wealth and Asset Management
04/14/2015
Barclays Center Eyes West Coast Expansion for Booking Business
Execs want someone on the West Coast, just as they have people in New York and elsewhere
04/14/2015
Fitch: Wealth Managers Have Opportunity in Automated Advisory
Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.
04/13/2015
How to Prepare Heirs to Handle a Family Inheritance
New approach calls on the older generation to share their experiences and values with heirs
04/13/2015
Building Smarter Single-Family Offices
The appeal of the single-family office is strong and continues to grow among the ultra-wealthy.
04/13/2015
Focus Financial Partners Enters the Canadian Market
Dorchester serves Canadian, American and overseas clients with a dedicated team of nine investment professionals
04/12/2015
Royal Bank of Canada Announces Election of Directors
The detailed results of the vote for the election of directors held at its Annual and Special Meeting earlier today in Toronto are set out below.
04/12/2015
Sallie Krawcheck bringing Ellevate to Bank of America's backyard
The group has more than 34,000 members.
04/12/2015
BTG Pactual plans to open Miami wealth management branch
At the end of last year, BTG Pactual oversaw 81 billion reais for wealthy clients.
04/10/2015
Increasing number of hedge funds converting to family offices
Mounting regulatory and operational costs are prompting a growing number of hedge funds to convert their businesses into family office structures, according to Citi Private Bank.
04/10/2015
Employee or Independent Channel? Give Clients What They Want
Sarch said that firms keep track of where they are winning and losing assets flows
04/10/2015
Family Office acquires $22 Billion Full Service Asset Management Firm
The Private Client Group serves a diverse range of clients ranging from entertainment luminaries, to business leaders, to small business owners, to investors and retirees.
04/10/2015
RBC Continues Strategic Review of Its International Wealth-Management Business
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
04/09/2015
Palm Beach County Expands as Wealth Fund Magnet
New West Palm Beach office serves high-net-worth clients throughout Florida
04/09/2015
OppenheimerFunds Completes Private Client, Trust & Family Office Team
OppenheimerFunds today announced that it has fully staffed its team
04/08/2015
U.S. Bank Names Brad Scott as Market Leader of The Private Client Reserve in Cincinnati
Scott has more than 20 years of experience in wealth management
04/08/2015
Bank Wealth Execs: How Much Are They Paid?
Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service
04/08/2015
Wells Fargo group wants Baltimore's super-rich
Someone new is after the wealthiest families in the Baltimore area
04/07/2015
The American banker at the heart of the Middle East's biggest financial scandal says he was treated like a slave
What Stewart was actually doing was running a financial firm for the family, but in 2009, after the fall of the Lehman Brothers, creditors demanded the firm repay its loans.
04/07/2015
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms