04/30/2015
Qatar Investment Authority, the Gulf state’s sovereign wealth fund, is setting up an office in New York as it scouts for deals in the U.S., according to the country’s state news agency.
04/29/2015
The quarterly report is generated through a survey conducted in March with 2,215 U.S. investors who have over $1 million in net worth.
04/29/2015
He is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst
04/29/2015
In Q1, public equity exposure holds steady as many investors anticipate market correction
04/29/2015
BMO Financial Group Unveils New Wealth Management Brand
"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses
04/29/2015
The first recipient of this award is Jean L. P. Brunel
04/28/2015
There are a number of different types of operational structures the ultra-wealthy are adopting when they establish their single-family offices
04/28/2015
The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.
04/28/2015
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools
04/28/2015
UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "When is enough…enough?" revealing the anxieties that underlie the successes millionaires have achieved.
04/28/2015
“The Custody Risk Americas Awards reinforce our client-centric approach and emphasis on providing our clients with customized solutions for their regulatory and reporting needs,”said Dan Houlihan, head of Northern Trust Global Fund Services in
04/27/2015
Joseph Heider isn't just expecting wealth advisers to retire in coming years.
04/27/2015
The Multi-Family Office Platform
The ultra-wealthy are increasingly considering establishing single-family offices or availing themselves of multifamily offices.
04/27/2015
“This strategic move is part of our ongoing plan to expand our business into key wealth markets throughout the nation,” said Jack Markwalter, chairman and CEO of the Atlanta-based company in a news release.
04/27/2015
Private equity targets individual investors.
04/27/2015
What’s behind this? It starts with baby boomers.
04/27/2015
Merrill, also on the hunt for new recruits
04/24/2015
A new study from Family Office Exchange, a global membership organization of enterprise families and their key advisors, has revealed growing profitability among multi-family offices and wealth advisors and, at the same time, increasing divergence in prof
04/24/2015
"Honestly, I believe (the proposal) will leave millions of people without the advice they're getting today," Paul Reilly, chief executive officer of the independent brokerage Raymond James Financial
04/24/2015
"This presents a tremendous opportunity for art financiers and wealth managers to provide a diverse range of art and wealth management services and thrive on the backs of some of the world's most affluent art collectors," she continued.