08/09/2016
Besyata believes investing in value-add real estate transactions is not only a risk averse solution, but also a prime opportunity to generate positive alpha
08/09/2016
The Eagle Gates Group expects to more than double its wealth-management staff in Asia over the next five years.
08/09/2016
Analytics Investors, which was founded in 1970, is the sub-advisor of 361 Capital, an investment firm specialising in liquid alternative mutual funds.
08/08/2016
The investment management company now holds a total of 832,865 shares of JPMorgan Chase & Co.
08/08/2016
US activity is picking up pace
08/08/2016
Evercore Wealth Management reduced its stake in Polaris Industries
08/08/2016
Out to win the savings of smaller investors
08/08/2016
These Swiss rules helped the world's super-rich keep cash hidden from the taxman for decades.
08/08/2016
We take great pride in remaining committed to our private ownership structure and our completely objective approach to wealth management.
08/05/2016
The reverse share split is necessary for the bank to meet the NYSE listing rules that require securities to have an initial trading price of at least $4 per share.
08/05/2016
Other wealth managers are seeing top clients add to cash holdings on fears of market turbulence and geopolitical conflict.
08/05/2016
Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r
08/05/2016
Family offices and financial advisors are often tasked with the duty of hosting or mediating a meeting amongst key members of the family to discuss a litany of concerns or to put affairs in order.
08/05/2016
The bank’s investment program, First Financial Brokerage Services, was run through Cetera Investment Services for 18 years prior to the move to Raymond James, according to the press release.
08/04/2016
In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.
08/03/2016
Wealthy clients will appreciate the one-stop shopping and advisers will see improved retention rates
08/02/2016
McGregor and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.
08/01/2016
Wealth management industry will need to redesign the ‘core’ high-net worth service model
08/01/2016
The new partnership with American Express Middle East means that ADS Securities clients can now access the exclusive American Express Centurion Card, which is available by invitation only.
08/01/2016
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond