09/13/2012
Millionaires are most likely to seek the services of a full-service broker, but those at the very top of the wealth pyramid are looking for different types of advice, according to the latest Millionaire Corner study, $25 Million Plus Investor 2012.
09/12/2012
Germany’s oldest privately owned bank to expand in US
Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.
09/12/2012
Infovest21’s family office/foundation survey explores single family office, multiple family office and foundations’ views of hedge funds and funds of funds.
09/12/2012
Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.
09/11/2012
The 74-year-old firm renews its office lease with Central Park views, a terrace, a Fifth Avenue address and a triple-digit asking rent.
09/11/2012
France’s biggest bank Details Plan to Expand U.S. Wealth Management
France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.
09/10/2012
That trend is happening for two reasons: Not only are the rich getting richer, but the middle class is also getting poorer.
09/09/2012
In 2011, fewer than 1% of advisors in the United States received the Premier Advisor designation.
09/09/2012
There's a hot new trend coming out of family and wealth management offices around the country.
09/09/2012
JPMorgan Chase & Co. (JPM), the biggest U.S. bank by assets, is considering cutting 2012 bonuses for senior managers including Chief Executive Officer Jamie Dimon, according to the Wall Street Journal.
09/06/2012
Where are the millionaires among us putting their money?
09/06/2012
Agreement unites two strong RIAs; St. Louis powerhouse deepens Silicon Valley presence
09/06/2012
The center creates a space for a diverse group of professionals from the bank to work side by side to deliver integrated solutions to the financial issues that affluent and high net worth clients face.
09/06/2012
12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry
09/06/2012
Sterne Agee, one of the largest investment banks not based on Wall Street, will provide brokerage, custody and advisory services, along with financial research and banking and trust services.
09/06/2012
The private bank of Goldman Sachs is quietly beefing up its lending to wealthy individuals with a host of new loan products and credit offerings.
09/05/2012
12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry
09/05/2012
Brown Brothers Harriman earns top honors with the highest LBSI score of 7.01, and ranks first on each of the four sub-categories.
09/05/2012
On Morgan Stanley (NYSE:MS) President Greg Fleming’s attempts to stem a broker revolt within the firm
09/05/2012
Top UHNW Donors Give Less Than a Quarter Percent of Their Net Worth to Super PACs - Wealth-X
Wealth-X, the global UHNW prospecting, intelligence and wealth due diligence firm, has revealed that top ultra high net worth donors give, on average, less than a quarter percent of their wealth to political causes.