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Wealth and Asset Management

04/14/2015

Barclays Center Eyes West Coast Expansion for Booking Business

Execs want someone on the West Coast, just as they have people in New York and elsewhere

04/14/2015

Fitch: Wealth Managers Have Opportunity in Automated Advisory

Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.

04/13/2015

How to Prepare Heirs to Handle a Family Inheritance

New approach calls on the older generation to share their experiences and values with heirs

04/13/2015

Building Smarter Single-Family Offices

The appeal of the single-family office is strong and continues to grow among the ultra-wealthy.

04/13/2015

Focus Financial Partners Enters the Canadian Market

Dorchester serves Canadian, American and overseas clients with a dedicated team of nine investment professionals

04/12/2015

Royal Bank of Canada Announces Election of Directors

The detailed results of the vote for the election of directors held at its Annual and Special Meeting earlier today in Toronto are set out below.

04/12/2015

Sallie Krawcheck bringing Ellevate to Bank of America's backyard

The group has more than 34,000 members.

04/12/2015

BTG Pactual plans to open Miami wealth management branch

At the end of last year, BTG Pactual oversaw 81 billion reais for wealthy clients.

04/10/2015

Increasing number of hedge funds converting to family offices

Mounting regulatory and operational costs are prompting a growing number of hedge funds to convert their businesses into family office structures, according to Citi Private Bank.

04/10/2015

Employee or Independent Channel? Give Clients What They Want

Sarch said that firms keep track of where they are winning and losing assets flows

04/10/2015

Family Office acquires $22 Billion Full Service Asset Management Firm

The Private Client Group serves a diverse range of clients ranging from entertainment luminaries, to business leaders, to small business owners, to investors and retirees.

04/10/2015

RBC Continues Strategic Review of Its International Wealth-Management Business

RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.

04/09/2015

Palm Beach County Expands as Wealth Fund Magnet

New West Palm Beach office serves high-net-worth clients throughout Florida

04/09/2015

OppenheimerFunds Completes Private Client, Trust & Family Office Team

OppenheimerFunds today announced that it has fully staffed its team

04/08/2015

U.S. Bank Names Brad Scott as Market Leader of The Private Client Reserve in Cincinnati

Scott has more than 20 years of experience in wealth management

04/08/2015

Bank Wealth Execs: How Much Are They Paid?

Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service

04/08/2015

Wells Fargo group wants Baltimore's super-rich

Someone new is after the wealthiest families in the Baltimore area

04/07/2015

The American banker at the heart of the Middle East's biggest financial scandal says he was treated like a slave

What Stewart was actually doing was running a financial firm for the family, but in 2009, after the fall of the Lehman Brothers, creditors demanded the firm repay its loans.

04/07/2015

Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms

04/07/2015

HighTower Expands California Presence

The Bahnsen Group joins HighTower as its ninth California-based financial advisor team and 13th West coast practice

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