10/05/2020
Pictet Asset Management opens first US office in New York City
Pictet Asset Management plans to expand the New York team to 12 and is actively recruiting.
Wealth and Asset Management
10/04/2020
How "the most powerful woman on Wall Street" is working to close the gender wealth gap
That gender wealth gap is 32 cents for a man's dollar, and just a single digit number of pennies for Black women.
10/02/2020
Fairway Wealth Management To Join Focus As A New Partner Firm As Focus Further Expands In Ohio And Strengthens Its Presence In The UHNW Wealth Management Space
Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.
10/02/2020
UBS puts the brakes on new Miami intermediaries office
The Swiss firm announced plans for the new unit back in January.
10/02/2020
JP Morgan Asset Management partners with SAP to enhance Morgan Money Liquidity Platform
The agreement will enable SAP's substantial Treasury Management customer base to directly access Morgan Money, delivering a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.
10/02/2020
Wealthspire Advisors to Acquire StratWealth
Adds $1.5 billion in assets, three offices in the Mid-Atlantic market
10/01/2020
Offshore spotlight: Uruguay wants to become key hub for world's UHNW
In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores.
09/30/2020
UBS Private Wealth Advisor Michael S. Matthews Named to Forbes/SHOOK Top Wealth Advisors List
Recognition of an exceptional career in the wealth management industry
09/30/2020
UBS Global Real Estate Bubble Index 2020
Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.
09/30/2020
Help Family Office Clients Create an Employee Retention Plan
Keeping the right talent is critical to preserving the stability of the family’s wealth.
09/28/2020
Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms
Sanchez has previously said the bank ranks roughly sixth or seventh among international private banks in the region.
09/25/2020
Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World
Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.
09/24/2020
Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.
09/24/2020
Franklin Templeton Multi-Asset Solutions Business and Quantitative Manager QS Investors Join Forces
More Than $120 Billion Solutions Business Brings Together Complementary Client Bases, Geographical Footprint and Investment Strengths
09/24/2020
‘Wired to make money’: Barclays’ private bankers serve ultra-rich, as watchdogs sound alarms
The FinCEN Files investigation exposes tensions between British bank’s New York and London operations.
09/24/2020
Asset manager signs deal with wealth firm to bolster LatAm arm
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
How wealthy families view the markets now
The pandemic and the response by governments and central banks have the rich on the defensive worldwide, according to a survey from Citigroup's private bank.
09/23/2020
Duo With $225M In Assets Exits Wells Fargo To Launch RIA Under LPL Umbrella
The duo takes a holistic approach as they help clients structure customized portfolios to address specific financial goals, and they are committed to building personal, long-term client relationships.
09/22/2020
Newport Beach Wealth Manager Gets Investment
Corient’s client list includes wealthy families, business owners, public company executives, private foundations and professional athletes.
09/22/2020
State Street and Protective Life Corporation Agree to Expand Service Agreement and Add Outsourced Accounting Solution
Protective provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S.