09/16/2013
BNY Mellon Wealth Management Expands Presence in West Palm Beach
BNY Mellon Wealth Management is moving to a larger office space in West Palm Beach to accommodate growing business in Florida, the wealth manager announced Tuesday
Wealth and Asset Management
09/15/2013
Wilmington Trust Establishes New Wealth Advisory Office
The expansion enables the bank to better serve existing wealth management clients in the region while attracting new clients.
09/15/2013
Canada’s Fiera Capital Zeroing in on U.S. UHNW Market
The U. S. ultrahigh net-worth build-out will begin with expansion in New York City
09/11/2013
New US wealth management firm launched
According to Family Wealth Alliance there are more than 100,000 families with between $5 million and $20 million in the United States.
09/11/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/10/2013
UHNW Advisors Seek Out Advisory Firm In Search of Fee-Only Model
WE Family Offices provides retainer-based independent advisory services to clients.
09/10/2013
Another Swiss private bank faces U.S. tax investigators
Private bank Rahn & Bodmer is under investigation by U.S. authorities.
09/09/2013
Goldman said to ditch employees from private bank as they aren't wealthy enough
For years, Goldman allowed its current and former employees to use its private banking services.
09/09/2013
U.S. Capital Advisors Continues Growth of Wealth Management Business with Key Acquisition
U.S. Capital Advisors LLC today announced they have entered into an agreement to acquire Condera Advisors
09/05/2013
Leading Global bank to review wealth-management business in Brazil.
The country’s largest lender, is undertaking a review of its wealth-management business in Brazil.
09/05/2013
Wealth Management Hiring: What Firms Want
Help wanted: Must have proven leadership ability, strong sales skills and big ideas.
09/04/2013
Wealth Managers Recoup Pre-Crisis Asset Levels
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
Banks Relationship Managers Spending Less Time With Clients: PwC survey
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
Lamb Financial Planning Merges with Abacus Wealth Partners
This merger will allow Lamb Financial to bring our hourly-based and flat-fee financial planning to a wider range of clients, while also expanding our available services to our existing clients.
09/04/2013
BNY Mellon plans to double wealth management sales team
BNY Mellon is citing rapid growth as the reason for splitting leadership of its wealth management operations in Florida into two pieces.
09/03/2013
FOX Offering a Series of Educational Roundtables to Business-Owning Families
Events to Address Family Engagement, Board Development and Managing Business Risk
09/03/2013
PwC US to Offer Innovative Solution for Wealth Management Tax Services
PwC’s experience in wealth management tax services will bring Innovest clients market-leading quality and service delivery for trust and investment management tax reporting.
09/02/2013
Companies Poised to Succeed in Wealth Management - Morningstar
Morningstar, Inc a leading provider of independent investment research, today published its inaugural issue of Financial Services Observer
09/02/2013
Genworth Closes Sale of Wealth Management Units
Genworth Financial, Inc. announced today it has closed the sale of its Wealth Management business, including Genworth Financial Wealth Management and alternative solutions provider
09/02/2013
Fiera Capital Acquires Wealth Management Firm
Fiera Capital Corporation announced today that it has reached agreements to acquire a prominent U.S. wealth management firm and, separately, a global asset manager as part of its strategy to expand into the U.S. market.