09/22/2015
Montello Wealth Creates the "New Model of Wealth Management"
Our unique platform provides a personal financial website that provides daily updates to your retirement plan.
Wealth and Asset Management
09/21/2015
Asia Pacific Region has more millionaires than North America
High net worth individuals are those who have money with a minimum of $1 million to invest aside from primary assets.
09/18/2015
Taking A Closer Look At Hedge Fund Family Offices
The critics argue that its obvious that hedge fund managers should remain focused on their Hedge Funds and live by the results of their efforts.
09/17/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/17/2015
UBS Loses Advisers Managing Nearly $775 Million
Advisers move to rivals Morgan Stanley and Raymond James Financial
09/17/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
For some time, single-family offices have been co-investing with other single-family offices, mostly in private companies.
09/17/2015
Strategic Wealth Partners Honored on Inc. 5000 List for Second Consecutive Year
Inc. magazine’s annual ranking lists the country’s fastest-growing private companies
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
09/16/2015
New Wealth Management firm launched
The firm has joined LPL’s broker-dealer platform and will provide fee-based advisory services through Cornerstone Wealth Management LLC
09/15/2015
Follow The Money: Sniffing Out Hidden Wealth Management Fees
In these arrangements, the purported advisors are typically receiving income, related to their client activity, which stems from a source other than their clients.
09/15/2015
Pundits: The future looks bright for fee-based advisors
The future still belongs to registered investment advisors.
09/15/2015
Monument-based Integrity Bank spinning off wealth management
The funds have grown as investment advisers nationwide have found them attractive for wealthy clients
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin - a controversial, web-based "crytocurrency" - can be used in finance.
09/14/2015
Ex-UBS Wealth Head Unveils Platform for UHNW Advisors
“The wealth management business has changed dramatically over the past decade,”
09/14/2015
Wealth Management For Successful Art Collectors
The art market is booming, and many of the ultra-wealthy are building significant private collections.
09/14/2015
Identifying Factors Determining Single-Family Office Senior Executive Compensation
Analyzing these data sets results in identifying the factors producing these results.
09/14/2015
First Foundation Opens New Wealth Management Office
We now have a physical office from which to better serve the firm’s clients and attract new ones.
09/13/2015
Credit Suisse plans to sell U.S. private bank
The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS
09/10/2015
Family Office Exchange Announces 2015 FOX Fall Forum
FOX has been pioneering the examination of the experience families have as clients of their private family offices