03/23/2016
Element Pointe Advisors Launches Independent Registered Investment Advisory Firm
New investment management firm will serve as Chief Investment Officer to ultra high net worth clients.
Wealth and Asset Management
03/22/2016
RBC Global Asset Management Inc. Re-Opens PH&N High Yield Bond Fund to New Investors
RBC Global Asset Management Inc. reserves the right to cap the Fund or otherwise restrict investment at a later date.
03/22/2016
FOX Releases New Study on How to Create Memorable Family Client Experiences
“For advisors who seek to be the first person a family member calls, creating great client experiences will help them earn that privilege.”
03/21/2016
J.P. Morgan Culls Wealthy Herd
The move is one of the boldest yet among banks that are increasingly focused on managing the money of wealthy clients, who generate more fees and entail less risk than middle-class and lower-income customers.
03/21/2016
Interview with Rainer Nigg from Ameliora Wealth Management
Deloitte recently confirmed Switzerland as the world’s leading private wealth management centre. Why does Switzerland remain on top despite turbulences?
03/21/2016
Vanare Recognized for Portfolio Management Excellence
Family Wealth Report Honors Pioneering Firm Offering Flexible, Customizable and User-Friendly Portfolio Management Tool
03/20/2016
Suspended Goldman banker still hat-tipping Donald Trump
Mr Thorburn, an associate in Goldman's wealth management unit, failed to disclose the original online business venture to the investment bank.
03/17/2016
Ex-Paulson partner snags Bain Capital co-founder's backing for new hedge fund
RMWC invests money for Andrews and other wealthy individuals, including fellow former executives of the Boston-based private equity firm and its sister consulting group, Bain & Company.
03/17/2016
Santander Brasil eyes Citigroup unit to grow wealthy clientele: executive
Engel's remarks come less than a month after Citigroup unveiled a plan to exit retail banking and credit card operations in Brazil, Argentina and Colombia to curb costs and boost profitability.
03/17/2016
PURE Insurance Awarded Best Insurance Product Provider at the Family Wealth Report Awards 2016
The Family Wealth Report Awards were designed to recognize companies, teams and individuals who have demonstrated innovation and excellence during 2015.
03/16/2016
Family Offices Continue to See Increased Globalization of Wealth
Both will be based in the Miami office and will use their extensive experience to help serve global families from the United States and around the world.
03/16/2016
Tiedemann Wealth Management Named 2016 Top Multi-Family Office
Tiedemann Wealth Management is proud to announce that it has been awarded as the 2016 Top Multi-Family Office over $5 billion by the Family Wealth Report. The award was proudly accepted by Tiedemann’s CEO and Chief Investment Officer, Michael Tiedem
03/15/2016
Oakbrook Solutions Named “Best Management Consultant” to The Family Office Industry
These awards recognize the very best operators in the private client industry
03/15/2016
The Koch Brothers Have Started a New Family Office to Quietly Invest Their Fortune
Harry Koch, a newspaper publisher in Texas with a libertarian bent, laid the foundations of what is now one of the nation’s most influential families.
03/14/2016
Crystal & Company Recognized for Excellence Serving High-Net Worth Clients
The firm was recently recognized by Private Asset Management magazine (PAM) as the Best High-Net Worth Insurance Broker in the country.
03/13/2016
Wealth and the Elusive 'C' Word
In February of this year, FINRA (the Financial Industry Regulatory Authority) sent a letter to a number of broker-dealers.
03/13/2016
Credit Suisse Says It Plans to Cut 163 Workers in New York State
The company said last month that it accelerated plans to cut 4,000 jobs.
03/11/2016
Northern Trust Enhances Fund Administration and Transfer Agency Capabilities for U.S. Mutual Funds
Use of Broadridge’s Revport tool improves reconciliation and payment processing
03/10/2016
Citigroup has set up a new group to cater to the richest investors in the world
The new body will combine corporate and investment banking coverage of private-equity, sovereign-wealth, pension, and hedge funds and certain family offices.
03/10/2016
John Gutfreund, Face of 1980s Wall Street Swagger, Dies
Mr. Gutfreund came to represent an era on Wall Street when swashbuckling bond traders made huge bets using house money