04/17/2016
Wells Fargo adds Credit Suisse brokers under recruiting agreement
Out of 220 it looked at, about half were hired, spokesman says
Wealth and Asset Management
04/15/2016
Steve Cohen Has a New Firm That's Allowed to Take Outside Money
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
What’s the Protocol for Non-Protocol Advisors?
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
Scotiabank Advances Strategic Measures to Further Position the Bank for Long-Term Success
The Bank is taking action to enhance shareholder value over the medium and long-term.
04/12/2016
Fiserv's Cheryl Nash To Lead Initiative To Attract Women To Wealth Management Industry
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
Gordon "Grant" Curtis Asia Conference Notes for the Affluent
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 Renaissance Of The Outpost Family Office
The concept and existence of outpost family offices is not new.
04/11/2016
Marketplace Lender P2Binvestor Announces Institutional Investment Relationship with MW Eaglewood Americas LLC
Established and emerging marketplaces offer an increasingly diverse field of credit products, investment opportunities and technology.
04/10/2016
Boston Private Financial Appoints New CEO of the Private Banking Group; Makes Other Exec Changes
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
Family Office Association Launches Digital Library and New Membership Offering
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
Family Office Association Launches Digital Library and New Membership Offering
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
Family Office Association Launches Digital Library and New Membership Offering
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
Family Office Association Launches Digital Library and New Membership Offering
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.
04/05/2016
Lombard International Opens New Office in New York City
The new office will be used by Lombard International's sales team as the firm looks to expand its offerings of high-net-worth solutions. The office will be located at 400 Park Avenue.
04/04/2016
Panama Papers: Mossack Fonseca leak reveals elite's tax havens
A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.
04/04/2016
Canaccord Genuity WM (Canada) and Credit Suisse AM ink strategic partnership
This partnership will also include client workshops and events as well as ongoing advisor professional development.
03/31/2016
Citi Private Bank Wins Best Private Bank Offering for Family Offices at 2016 Family Wealth Report Awards
Citi also recognized with Best Private Client Investment Platform award for second consecutive year
03/31/2016
Sei Private Wealth Management Wins 'Innovative Client Solution' at Family Wealth Report Awards 2016
SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.
03/31/2016
RBC Wealth Management Appoints Sagissor to President
Sagissor will manage the day-to-day operations of the private client group, which includes 1,900 advisors across 41 states.
03/29/2016
Mercer Merger Creates $8B Wealth Management Powerhouse
Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients