08/28/2018
Jason Burkey-Skye Named Regional Managing Director for Ascent Private Capital Management of U.S. Bank in Denver
Burkey-Skye has more than 13 years of experience in the wealth management industry, all served with U.S. Bank.
Wealth and Asset Management
08/27/2018
Julius Baer Probes Venezuela Affair
The private banker helped rinse as much as $1.2 billion of funds from state-backed oil firm PDVSA, as finews.com reported last week. German-born Krull was snapped up by officials in July in Miami, and agreed to cooperate with U.S. justice officials last w
08/27/2018
CreditEase Wealth Management Announces the Establishment of Overseas Wealth Management Department
In 2018, CreditEase Wealth Management expanded the European market and branches, and obtained corresponding licenses in the local markets.
08/27/2018
Popular Bank launches new service for HNW clients
The business is said to have grown to around $325m in assets under management.
08/24/2018
Sanctuary Wealth Partners Acquires Winthrop Capital Management
Purchase Expands Sanctuary’s Holistic Platform to Serve Breakaway Teams in the Independent Market
08/24/2018
Sanctuary Wealth Partners acquires Winthrop Capital Management
Joining Sanctuary is a tremendous opportunity to take our business even further
08/23/2018
UBS Launches Social Impact Funds for Private Clients
The equity fund carries a management fee of 75 basis points, while the fixed income fund carries a 15 basis point fee.
08/23/2018
JPMorgan to lay off 100 in asset management division
The spokeswoman declined to comment on which roles or individuals would be involved.
08/23/2018
What Advisors Need to Know About Business Owners and Millennials
In an interview with ThinkAdvisor, David Murphy of Boston Private debunks a misconception about millennials.
08/23/2018
Six UBS Advisors Named to Forbes List of Top Next-Generation Wealth Advisors
Recognition of exceptional careers in Financial Services
08/22/2018
Wells Fargo pushed wealth advisors to use high-fee products, cross-sell
In mid-July, Yahoo Finance reported on increasing sales pressure in the wealth management sector of Wells’s Private Bank.
08/22/2018
Improving financial and physical health
Engaging and encouraging consumers to improve their financial and physical health.
08/22/2018
SS&C GlobeOp Forward Redemption Indicator at 2.73 per cent for August
The August 2018 reading of 2.73 per cent continues the generally favourable trend in asset retention that we’ve seen over the past year and a half, indicating investor confidence in hedge funds remains high.
08/21/2018
Merrill team managing $235 million goes indie with Raymond James
Mr. O'Mailia worked at Prudential, Smith Barney and Merrill Lynch over his 40-year career.
08/21/2018
Optima Asset Management Recognized as Top Investment Advisor
Clients' Interests Come First at Fee-Only Wealth Management Firm
08/20/2018
Ex-Northwestern Mutual team launch new wealth manager
Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation
08/20/2018
UBS Faces Tough Questions on Wealth Mega-Merger
The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.
08/20/2018
Mercer to acquire Pavilion wealth management business
For Pavilion’s clients it will mean access to a global consulting and research operation.
08/20/2018
Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”
Three senior executives included in Los Angeles Business Journal’s annual list
08/20/2018
Wealth managers take wait-and-see approach to tariffs
A recession seems at least a year away, but a full-blown trade war could bring one sooner