06/24/2012
One of the biggest banks in the world wants the president’s favorite banker muzzled
He golfs and vacations with Mr. Obama and is known for e-mailing friends photos of himself with the president.
06/24/2012
Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.
06/21/2012
Covenant deconstructs family office model, brings institutional management and boutique services to high net worth clientele
06/21/2012
Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.
06/21/2012
The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.
06/21/2012
At a series of meetings starting in March, Peltz and Ed Garden, one of his co-founders at Trian Fund Management LP, told Lazard Chief Executive Officer Kenneth Jacobs the firm paid bankers more than deal flow or productivity merited, said the people, who
06/21/2012
The Firm was also a finalist in several categories including MFO of the Year, MFO CEO of the Year, and MFO CIO of the Year.
06/21/2012
Major banks including JPMorgan Chase, Bank of America and Citigroup were the subjects of the largest number of complaints to the U.S. Consumer Financial Protection Bureau in 2011, according to data obtained through a public records request.
06/21/2012
Knowledge is power when it comes to any kind of investing.
06/20/2012
To replace revenue lost from smaller fees and lower-interest loans, banks are trying to sell existing clients more products and services.
06/20/2012
income earners gathered for a private fashion show at the Plaza Hotel in Midtown Manhattan for the latest line from designer Douglas Hannant.
06/19/2012
Global high net worth population increased slightly in 2011, their investable wealth declined.
06/19/2012
Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way.
06/19/2012
Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.
06/19/2012
Given the early stage of these discussions, the outcome is entirely open.
06/18/2012
In Colombia, the world's largest producer of raw emeralds, the story told by Casas is no anomaly.
06/14/2012
Speaking to investors at the company's U.S. Financials Conference in New York, Mr. Gorman for the first time acknowledged a name change for the brokerage will occur.
06/13/2012
A great deal of the drop came from the collapse of housing wealth after the bubble burst — median home equity dropped 42 percent between 2007 and 2010.
06/13/2012
Structured notes, hedge funds, hedge fund of funds and other high risk investment products lack transparency and liquidity and are hard-to-value assets.
06/11/2012
The winner, who wasn't immediately identified, and seven companions get to dine with Buffett at the Smith & Wollensky steakhouse in New York.