04/11/2016
The Renaissance Of The Outpost Family Office
The concept and existence of outpost family offices is not new.
Wealth and Asset Management
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
03/28/2016
Asset Picks From Top Wealth Management Firms
Why wealth managers are telling clients to avoid dramatic portfolio changes
03/28/2016
Sentinel AM Signs the UN-Supported Principles for Responsible Investment
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com
03/28/2016
Raymond James’s Deutsche Deal Shines, But Threats Loom
But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.
03/28/2016
UBS Wealth Management Americas and UBS Asset Management Launch Outsourced Chief Investment Officer Program
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
Inside BB&T: Southern Private Bank on the Rise
BB&T is the nation’s No. 11 bank based on assets, but its wealth management group is underweight
03/28/2016
Rockefeller exec: funds must rethink fossil fuel investment
The fund’s associated Rockefeller Family Fund said last week it would quit its holdings in Exxon Mobil Corp and investments in coal and Canadian oil sands.