04/29/2013
RBC Global Asset Management Inc. adds three funds to its low-price series for high net worth investors
These series are designed for high-net-worth investors
Wealth and Asset Management
04/29/2013
UBS Wealth Management deliveres highest levels of quarterly net new money since 2007
Wealth Management Americas achieved another record profit and strong net new money inflows.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/27/2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
Canadian Western Trust to act as custodian for GP Wealth Management's Signature Service Accounts
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."
04/24/2013
BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year
They were was cited for its leadership.
04/24/2013
Raymond James profit up on private client results
Though its capital markets business saw weaker profits.
04/23/2013
Campden Wealth boosts Americas team
Campden Wealth has announced two strategic executive appointments in the U.S.
04/22/2013
Ameriprise profit up on wealth-management strength
Ameriprise has generally reported higher operating earnings over the past three years
04/19/2013
State Street Q1 Income Up 8%
The asset management firm said net income in the first quarter totaled $443 million
04/18/2013
New Family Office Launched
Announced the creation of Acadia Investment Management
04/17/2013
New Name Ahead for Genworth Financial Wealth Management
Genworth Financial Wealth Management will soon have new owners -- and a new name.
04/17/2013
Morgan Stanley posts $958 million profit as wealth management grows
The company's investment banking unit brought in less revenue from trading bonds and commodities
04/16/2013
Wealth management businesses performs well at Boston Private
"Our Wealth Management businesses performed well in the quarter," said Clayton G. Deutsch, CEO and President.
04/15/2013
Wealth management services provider to sell itself for about $1.01B
The New York firm is led by Jessica Bibliowicz, the daughter of former Citigroup CEO Sandy Weill.
04/15/2013
Face Time With Clients Priority for Wealth Management Firms
Wealth management firms want advisors to spend more time with clients
04/15/2013
Webster Bank Ups Revenue from Wealth Business
Webster Bank’s push to expand its wealth management business is making a difference in the bank’s financial performance
04/14/2013
Goldman Sachs chief Lloyd Blankfein paid $21m last year
Goldman Sachs chief Lloyd Blankfein saw his pay almost double to $21m (£13.67m) last year, making him the world's best paid banker
04/14/2013
Dearborn Partners Acquires NFP
After a thorough and rigorous process, and with the assistance of its legal and financial advisors, the special committee negotiated and recommended this transaction with Madison Dearborn to the full Board.
04/11/2013
CIBC to Acquire Atlantic Trust Private Wealth Management
The firm provides integrated wealth management solutions for high-net-worth individuals, families, foundations and endowments through a team of 235 relationship management, investment management, wealth strategies and support professionals.