12/19/2018
Swiss group Mirabaud acquires Brazil boutique
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.
12/19/2018
One of the new clients is Grange Insurance of Columbus, Ohio, which appointed Northern Trust to provide a range of services, including global custody and insurance investment accounting, for USD2.5 billion in assets.
12/19/2018
It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world
12/19/2018
AG&S will be our first family office and business management firm to be headquartered in New York
12/18/2018
Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.
12/18/2018
Bank brokerage moved more than $9 billion in two-year period
12/17/2018
String-instrument broker now plans to launch his first fund
12/17/2018
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/14/2018
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.
12/14/2018
Construction on the 46-story tower known as TSX Broadway is set to begin in January
12/14/2018
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
12/13/2018
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.
12/12/2018
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.
12/12/2018
Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018
12/12/2018
Initiative to Include Women & Wealth Program to Foster Financial Empowerment
12/12/2018
Jane Fraser says bank plans to boost investments in Mexico