12/16/2018
“You want to give … but sometimes giving them isn’t actually helping them,” said Gary Cooper, a private wealth adviser at UBS Financial Services. “Our job is to help them, not do for them, right?”
12/14/2018
Despite all the big name closures, the overall number of liquidations has fallen this year. There are fewer launches too, but that suggests better quality.
12/14/2018
A favorite among millennials because of its no-fee mobile trading platform, it announced the launch of a savings and checking account that pays 3% interest.
12/13/2018
The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.
12/13/2018
The first rule is, don’t lose it, says Tom McCullough, a specialist in managing money for well-off Canadian families
12/13/2018
This comprehensive data allows the user for the strategic business planning.
12/13/2018
The increase in AUM for the quarter boosted fee revenues among the 18 firms by an average 30 basis points and overall revenues by 50 basis points, according to SS&C.
12/13/2018
Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing
12/12/2018
Ranked just as high by clients are trust and transparency.
12/12/2018
This number is set to increase even though a large proportion of wealth managers are behind on their mobile offerings.
12/11/2018
With Bitcoin and other cryptocurrencies steadily losing value during 2018 – as much as 80% compared to their peaks last year – is it time to admit that the great experiment with decentralized, distributed ledgers has failed?
12/11/2018
Campden strives to help families engage with peers, experts, and best-in-class partners, to encourage stronger stewardship of their family’s wealth and legacy.
12/10/2018
Chambers cited Witeck’s areas of expertise to include “advising on regulatory compliance, commercial contracts matters and transactional work, with notable expertise handling M&A in the financial services sector.”
12/10/2018
Goldman started his career with jobs like a peddler with a horse-drawn cart, after which he tried his hands on Shop-keeping in Philadelphia.
12/10/2018
Emerging-market stocks slid deeper into a bear market in October as rising Fed rates pushed up the value of the dollar and a trade war intensified, hitting countries such as Indonesia and South Africa that had weaker fundamentals.
12/10/2018
Hamilton Lane has grown significantly in the years since it was first included in these rankings.
12/07/2018
As we enter 2019, all eyes will be on rising rates, trade tensions, and inflation fears. Given this backdrop, we see a broad array of investment opportunities for active managers.
12/07/2018
The Banker named Banco Popular de Puerto Rico Bank of the Year Puerto Rico, acknowledging the bank?s continued expansion and customer base growth, racking up strong numbers in 2017.
12/06/2018
Overall, real estate is currently the third largest asset class component of family offices’ portfolios.
12/06/2018
The percentage of art collectors who have purchased art online before they’ve seen it in person has more than doubled in the past year