02/13/2013
Aberdeen acquires US asset manager
Artio is debt-free and had net asset value of $141 million (£90 million)
02/13/2013
Aberdeen acquires US asset manager
Artio is debt-free and had net asset value of $141 million (£90 million)
02/13/2013
Nearly Half Of Ultra-Wealthy Feel Isolated When Making Financial Decisions -RESEARCH
Poll Reveals Most Ultra-Wealthy Don't Feel Financially Secure
02/12/2013
Northern Trust Survey also finds uncertainty among affluent Americans about their ability to meet financial goals.
02/12/2013
5 percent made at least $191,469 a year
02/07/2013
RBC recognized for Best Private Banking Services in Canada and the Caribbean.
02/07/2013
Wealth-X said it ignored family connections when compiling the list, hoping not to distort the list of family members who are all ultra high net worth individuals.
02/06/2013
Expects end to 20-year bull run
02/06/2013
"This milestone represents a successful start for the SSgA Upromise 529 Plan."
02/06/2013
The combined firm has 20 employees, two of whom were hired since RBC moved into the new space in December.
02/05/2013
The bank's plan to shed assets and shrink its balance sheet “is going really well.”
02/05/2013
Atlantic Trust attributes its long-standing success to strong client retention and a steady inflow of assets from existing and new client relationships.
02/05/2013
Desjardins Group adds scale in wealth management and Qtrade Financial Group joins the Canadian cooperative environment
02/05/2013
Clients can customize comparisons at the plan level or for different investment programs and accounts.
02/05/2013
Younger Advisors Less Satisfied with Independent Track - RESEARCH
02/05/2013
The private banking industry has had to modernize as never before to keep pace with the global needs of clients, new regulation and rebuild trust.
02/05/2013
Executives in asset management will get an average increase of 6% in salary and bonuses
02/05/2013
Barclays Continues to Expand its Wealth and Investment Management Presence in the U.S. With the Opening of its Beverly Hills Office
02/04/2013
The firm’s unit that caters to individuals and families with more than $5 million, put client money in a partnership that bought more than 5,000 single family homes to rent.
02/04/2013
The Spectrem study adds to a growing field of research on wealth and happiness.
02/04/2013
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion