11/13/2015
Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.
11/12/2015
Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products
11/11/2015
UHNW buyers look for residences that are environmentally sustainable, technologically sophisticated, or that fit better with their personal and family needs.
11/11/2015
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/10/2015
Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.
11/09/2015
Each of these affluent Americans today has a minimum of $1 million in investable assets; hundreds have at least $5 million.
11/09/2015
We have deep respect for the experience and talent of the management team
11/09/2015
Citigroup's top financial advisors are headed back to school.
11/06/2015
For such a restructuring, it has recruited experts in wealth management and investment consulting from the local talent pool and plans to additionally take on new hires.
11/06/2015
There is a lot of sophisticated analysis packed into Haefele’s seemingly innocuous remark.
11/05/2015
Providing research to the Wealth Management division is an exciting endeavor for our firm
11/05/2015
Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"
11/04/2015
The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton
11/04/2015
He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.
11/04/2015
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.
11/03/2015
Al Waha’s capital markets division has been active in credit and equity markets for the past five years, managing internal portfolios, the next five will involve an expansion into a fully-fledged asset management division, with funds open to outside
11/02/2015
Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space
11/02/2015
As lead portfolio manager, Mr. Cheng will combine his 25 years of income-focused investing experience with the use of liquid alternative strategies