12/07/2017
UBS Team Signing Edges True Private Wealth Assets Towards $1B
The Portland, Ore.-based team, which managed about $228 million at UBS, will lift the expanding indie RIA’s assets past $950 million, according to company officials.
Wealth and Asset Management
12/07/2017
Private Wealth Systems Shortlisted for 2018 Family Wealth Report Awards
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
independent wealth management firm Acquires NPH Practice
Lightyear Capital-Backed Firm Purchases Jacksonville Florida-Based Practice
12/07/2017
Old Mutual unit picks banks for $3.35 billion flotation: sources
Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.
12/07/2017
Passion, Not Profit, Is the Biggest Motivator for Collectors, a New Study Says
Collecting is a passion that we share with many of our clients who are developing alternative legacies through their cultural pursuits.
12/06/2017
BNY Mellon WM on the hunt for acquisitions in int’l growth drive
The firm's international business fits into BNY Mellon Wealth Management, which also includes US domestic, family offices and trust businesses.
12/05/2017
Bank of the West Wealth Management Hosts Silicon Valley Millennial Event as part of BNP Paribas Wealth Management 2017 Global NextGen Experience Series
"Innovation for Impact" event is a new addition to the annual series by BNP Paribas Wealth Management following events in Hong Kong and Paris
12/04/2017
Morgan Stanley Wealth Management launches online platform
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/01/2017
Bank of the West Named Best Private Bank in the Western United State
The Group takes care to address the ever-growing client interest in philanthropic investing and charitable giving options in addition to traditional wealth management products and services.
11/30/2017
Wells Fargo Private Bank Opens East Valley Office
Wells Fargo Private Bank Marked The Opening Office Space In Chandler
11/29/2017
Wells Fargo To Present At The Bank Of America Merrill Lynch Future Of Financials 2017 Conference
Financial Officer John Shrewsberry Will Present At The Bank Of America Merrill Lynch Future Of Financials 2017
11/28/2017
Titus Wealth Management Continues a Year of Impressive Growth with the Addition of a New Advisor
Technology and ability to maintain independence draws 25-year industry veteran Scot Lance to the growing firm
11/28/2017
Stifel Recruits Wells Veteran to Run Pittsburgh, RBC Nabs UBS Manager in Iowa
UBS on Monday said it will be leaving the Protocol for Broker Recruiting, an industry pact that makes it easier for brokers to move to new firms without fear of being sued for contacting their former clients.
11/27/2017
NY’s Focus Financial Partners acquires Gold Coast wealth management boutique
Details of Focus Financial Partners’ acquisition of Financial Professionals, including the price paid, weren’t given.
11/27/2017
UBS exits recruiting pact, following Morgan Stanley
The agreement, called the Broker Protocol, was struck in 2004 between Smith Barney, Merrill Lynch and UBS, then called UBS Financial Services.
11/23/2017
Thomas J. Handler wins prestigious award
Family Wealth Alliance is one of the five large family office associations based in the United States. It is well known for its award-winning research publications and educational conferences.
11/22/2017
Raymond James' Scout Investments Buyout to Boost Earnings
Record client assets under administration of $703.8 billion increased 17 percent compared to October 2016 and 2 percent compared to September 2017.
11/22/2017
CIBC Asset Management becomes a signatory of the United Nations-supported Principles for Responsible Investment Français
The PRI is the world's leading proponent of responsible investment, bringing together a global network of asset owners, investment managers and service providers.
11/22/2017
The 2017 Family Wealth Alliance Leadership Award For Lifetime Achievement Conferred On Thomas J. Handler Of Handler Thayer, LLP
Family Wealth Alliance is one of the five large family office associations based in the United States.
11/21/2017
Raymond James Financial Completes Acquisition Of Scout Investment And Reams Asset Manager
Raymond James’ total assets under management following the acquisition are expected to be approximately $123 billion.