• Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Planet SOS


Wealth and Asset Management

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

Donald Duncan receives 2018 Five Star Wealth Manager Award

The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.

12/19/2018

Northern Trust sees strong growth in Insurance Solutions business

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

UBS Wealth Has Hedge Fund-Like Playbook to Combat Market Mayhem

It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world

12/19/2018

Focus Financial Adds Family Office in New York

AG&S will be our first family office and business management firm to be headquartered in New York

12/18/2018

The Rise Of The Family Office: Where Do They Go Beyond 2019?

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

UBS Agrees to Pay $15 Million Over Money Laundering Lapses (1)

Bank brokerage moved more than $9 billion in two-year period

12/17/2018

Vintage Violins’ 8% Gain Fuels Returns for Ex-Banker’s Clients

String-instrument broker now plans to launch his first fund

12/17/2018

New Partner Firm to Join Focus Financial Partners; Two New Firms to Join Buckingham Strategic Wealth

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

Scotia Wealth Management receives Global Private Banking honour

The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.

12/14/2018

Calgary business becomes first Canadian firm to receive international award

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

UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower

Construction on the 46-story tower known as TSX Broadway is set to begin in January

12/14/2018

State of the Family Wealth Industry Report Released

This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.

12/14/2018

IFP Chooses BNY Mellon's Albridge for Wealth Reporting

Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.

12/13/2018

Chilean financial services firm launches family office

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

Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management

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

UBS Loses $2.2 Billion Wealth Advisory Team to Fast-Growing High-End Rival

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

Private Equity Deals Help Drive Growth at Biggest Law Firms (1)

Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018

12/12/2018

Sendero Launches New Initiatives To Serve Diverse Needs Of Affluent Families

Initiative to Include Women & Wealth Program to Foster Financial Empowerment

12/12/2018

Citigroup’s Latin America CEO Says Strategy Shift Is Paying Off

Jane Fraser says bank plans to boost investments in Mexico

  • 1
  • 2
  • 3
  • …
  • 246
  • 247
  • 248
  • 249
  • 250
  • 251
  • 252
  • 253
  • 254
  • 255
  • 256
  • …
  • 474
  • 475
  • 476

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution

10-14-2025

Goldman Sachs Announces Acquisition of Industry Ventures

10-14-2025

Brookfield to Acquire Remaining Interest in Oaktree

10-14-2025

Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth

10-14-2025

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

10-15-2025

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

10-14-2025

Fieldpoint Private Announces New Office in Greenwich, Connecticut

10-15-2025

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

10-17-2025

Savant Wealth Management Ranks 12th on Barron’s 2025 Top 100 RIA Firms

10-17-2025

Citigroup: Third Quarter 2025 Results and Key Metrics

10-17-2025

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

10-17-2025

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

10-17-2025

Northern Trust Selects Broadridge Global Class Action Services

10-17-2025

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

10-17-2025

Expanding Brazil’s global investment horizon: The strategic role of the Cayman Islands

10-17-2025

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

10-17-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • People Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Planet SOS