02/27/2013
RBC Wealth Management net income up 24%
Net income of $2,070 million (up 8% from $1,911 million)
Wealth and Asset Management
02/25/2013
Dynasty adds adviser team working with pro athletes
A key component of the agency’s offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer.
02/25/2013
Schroders reopens Jones’ US small and mid-cap funds
Schroders has reopened Jenny Jones’ US small and mid-cap strategy after it was closed
02/25/2013
San Diego Private Bank Wins Client Service Award
Unparalleled client service is the cornerstone of our banking philosophy
02/24/2013
Granite Springs Asset Management changes owners
We are very excited to unite our sophisticated wealth management services with the developed asset management
02/21/2013
U.S. Trust Wins Best Private Bank – Client Service by Private Asset Management
“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."
02/21/2013
PAM Winner - Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
The awards program recognizes investment professionals and wealth advisers
02/20/2013
Northern Trust Named "Best Private Wealth Manager" by Private Asset Management
“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”
02/20/2013
Marsh Private Client Services Awarded Best High Net Worth Insurance Firm by Private Asset Management Magazine
The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.
02/20/2013
FOX Study Finds Multi-Family Offices Experiencing Solid Growth Over the Last Two Years
"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."
02/20/2013
Atlantic Trust Named Best Wealth Manager: Long-Term Performance
Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.
02/20/2013
Raymond James reports new AUA record
Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan
02/20/2013
Stokley Towles, Partner Who Recast Brown Brothers, Dies at 77
He spent the rest of his life with the firm
02/19/2013
Lack of Senior Management Commitment is Top Barrier to Cross-Selling between Retail and Wealth Businesses
This is according to a New Study from Novantas and BISA.
02/19/2013
JNBA Financial Advisors Named to Barron’s List of 1,000 Top Advisors for Fourth Year
Barron’s ranked advisors on factors including quality of practice, assets under management, philanthropic work, revenue produced for the firm and regulatory record.
02/19/2013
HighTower lands veteran Merrill Lynch adviser team
The Sarian Group manages $650 million for high-net-worth clients
02/18/2013
Market Street Trust Company named 'Best Multi-Family Office--Client Service'
Market Street was selected over three other industry leaders.
02/18/2013
Convergent Wealth Advisors Honored as Best Private Client Investment Platform
Wealth can be complicated
02/17/2013
Here's How Long It Takes To Become A Millionaire In Different Countries
How long would it take for an average person to earn that special sum?
02/17/2013
HNW Investors Say Economy Worse Since 2007
“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”