09/17/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
Wealth and Asset Management
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/17/2015
UBS Loses Advisers Managing Nearly $775 Million
Advisers move to rivals Morgan Stanley and Raymond James Financial
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
For some time, single-family offices have been co-investing with other single-family offices, mostly in private companies.
09/17/2015
Strategic Wealth Partners Honored on Inc. 5000 List for Second Consecutive Year
Inc. magazine’s annual ranking lists the country’s fastest-growing private companies
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
09/16/2015
New Wealth Management firm launched
The firm has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Cornerstone Wealth Management LLC
09/15/2015
Follow The Money: Sniffing Out Hidden Wealth Management Fees
In these arrangements, the purported advisors are typically receiving income, related to their client activity, which stems from a source other than their clients.
09/15/2015
Pundits: The future looks bright for fee-based advisors
The future still belongs to registered investment advisors.
09/15/2015
Monument-based Integrity Bank spinning off wealth management
The funds have grown as investment advisers nationwide have found them attractive for wealthy clients
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin - a controversial, web-based "crytocurrency" - can be used in finance.
09/14/2015
Ex-UBS Wealth Head Unveils Platform for UHNW Advisors
“The wealth management business has changed dramatically over the past decade,”
09/14/2015
Wealth Management For Successful Art Collectors
The art market is booming, and many of the ultra-wealthy are building significant private collections.
09/14/2015
Identifying Factors Determining Single-Family Office Senior Executive Compensation
Analyzing these data sets results in identifying the factors producing these results.
09/14/2015
First Foundation Opens New Wealth Management Office
We now have a physical office from which to better serve the firm’s clients and attract new ones.
09/13/2015
Credit Suisse plans to sell U.S. private bank
The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS
09/10/2015
Family Office Exchange Announces 2015 FOX Fall Forum
FOX has been pioneering the examination of the experience families have as clients of their private family offices
09/10/2015
Charles S. Hallac, Co-President of BlackRock, Dies at 50
Mr. Hallac’s specialty was in operations and technology
09/10/2015
Arlington Family Offices Expands
Arlington Family Offices®, which offers comprehensive investment & wealth management and family office services to high net worth families, has announced an expansion into the Nashville market
09/09/2015
Network to Grow Your High-Net-Worth Business
New York Life has been helping high-net-worth clients grow and protect their wealth since 1845.