02/13/2019
Itaú Miami private bank boss plans tech overhaul
One area he is looking to grow is the private bank's assets under management.
Wealth and Asset Management
02/12/2019
Compass CFO Solutions Client Base Surpasses $20 Billion in AUM
Company reaches key growth milestone by offering CFO and accounting solutions tailored to the wealth management industry
02/12/2019
UBS Forming Business to Service Independent Advisors
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices and
02/12/2019
PAM AWARDS: Mercer Advisors Awarded Best Private Wealth Manager Over $5 Billion
We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager
02/11/2019
PAM AWARDS: Key Private Bank Awarded Best Private Wealth Manager Client Service
Key Private Bank receives its second Private Asset Management award for client service
02/11/2019
Foster Dykema Cabot to Join Focus Financial Partners
The transaction is expected to close in the first quarter of 2019, subject to customary closing conditions.
02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
02/11/2019
JPMorgan Chase Expanding Economic Opportunity for Black Americans
We are expanding our existing commitment to help create economic opportunity for more black families, businesses, employees, and communities.
02/11/2019
Are financial advisers the new life coaches?
CNBC points out that there’s a difference between financial coaching and counselling.
02/07/2019
Banco do Brasil private bankers launch Rio-based wealth manager
The wealth manager has a contract with XP to distribute the products on the broker's platform.
02/07/2019
Envestnet goes after the richest investors: Q&A with CEO Jud Bergman
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Atlanta bank makes wealth management push into Dallas
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
02/07/2019
Why Establish A Virtual Multifamily Office?
Many rich families instead prefer the alternative of using a multifamily office.
02/06/2019
CrossleyShear Wealth Management Launches CSsports
New division dedicated to serving the unique financial needs of sports professionals
02/06/2019
Former Barclays Boss Bob Diamond Closes on $30M Penthouse
The financial bigwig is the latest millionaire to buy in the high-profile Manhattan building
02/06/2019
10 Big Financial Mistakes Wealthy Families Make
There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
02/06/2019
Wealth management: The Next Generation
In New York, former Morgan Stanley wealth management head Greg Fleming, now chief executive and co-owner of Rockefeller Capital Management, has a new brokerage licence and is also building strategic advisory.
02/06/2019
Women in private banking: Why we need a new normal
Women think differently to men when it comes to running businesses and finances
02/06/2019
Private banking architects: James Gorman – the rainmaker of wealth management
He saw it could be a high-margin business and one that offered stability to revenue streams, and he knew how to get there.
02/06/2019
Wealth tech firm Spearhead opens new office in Massachusetts
Apart from the new office, Spearhead also has a branch in Florida.