04/27/2016
The Hedge Fund Sales Team is comprised of senior Private Bank professionals with extensive hedge fund and capital markets experience providing highly customized strategies to an increasingly important client segment.
04/25/2016
Ex-Berkshire executive David Sokol is pushing Middleburg Financial to put itself up for sale
04/22/2016
Delgass notes that while Sontag may be one of the older RIAs in the country, it is making waves with its new hybrid “robo”-advisory product
04/20/2016
Wirehouses and banks lean too heavily on intra-channel recruiting, which could lead to slower growth.
04/20/2016
The ultra-wealthy, including family offices and some billionaires who are not in the music business in any way, are taking hard looks at acquiring music catalogs as long-term investments.
04/19/2016
News and views from Citco on alternative industry developments
04/19/2016
The possibility of a music catalog being profitable increases when specialists in the field are involved.
04/18/2016
Dworak and Beukelman joined the firm in 2008, and were part of Morgan Stanley prior to UBS. Both Dworak and Beukelman are certified investment management analysts, senior portfolio managers and manage their respective private wealth management teams at UB
04/17/2016
The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.
04/17/2016
Out of 220 it looked at, about half were hired, spokesman says
04/15/2016
Billionaire Steven Cohen has a way to raise money from outside investors prior to 2018, the year he can resume running hedge funds under a January settlement with the U.S. Securities and Exchange Commission.
04/15/2016
Advisors moving from UBS to Morgan Stanley, from Ameriprise to HighTower, or from JPMorgan Securities to Raymond James, in all 50 states, are guided by attorneys well familiar with the document’s directives.
04/14/2016
The Bank is taking action to enhance shareholder value over the medium and long-term.
04/12/2016
The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry.
04/12/2016
World wealth has grown exponentially in the last decade to the point where so many have achieved centi-millionaire status or even billionaire status, that it is almost unfathomable.
04/11/2016
The concept and existence of outpost family offices is not new.
04/11/2016
Established and emerging marketplaces offer an increasingly diverse field of credit products, investment opportunities and technology.
04/10/2016
In his new role, Mr. Schwartz is responsible for the overall strategic direction of the Private Banking Group, including the Deposit & Cash Management, Residential Mortgage and Commercial Lending business lines.
04/08/2016
The evolution of FOA’s traditional offering enables access to insights and content for its existing members and the opportunity to engage those interested in gaining deeper knowledge of the single family office (SFO) industry in a whole new way.
04/08/2016
The evolution of FOA’s traditional offering enables access to insights and content for its existing members and the opportunity to engage those interested in gaining deeper knowledge of the single family office (SFO) industry in a whole new way.