05/06/2013
Another Swiss private bank in the sights of the US Department of Justice
The news came as Patrick Odier, president of the Swiss Bankers Association, renewed calls for a speedy resolution of what he labeled “the extremely difficult negotiations” between the US and Switzerland.
05/05/2013
They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap.
05/05/2013
Swiss bank Frey eyes U.S. branch to head off tax probe - sources
The bank is considering applying for a licence to serve U.S. clients from the United States
05/02/2013
Ex-Head of Wealth at Morgan, Lehman Dies
He died on April 29 at NYU Langone Medical Center in New York after a brief illness,
05/02/2013
Must Exhibit a Heightened Level of Conscientiousness to Win Trust of Skeptical Investors
05/02/2013
Wealth Managers Have Made Strides but Still Trail Luxury Brands
05/02/2013
The ultra-high-net-worth segment is the fastest growing client segment at the firm.
05/01/2013
The Household Outlook is a monthly survey of Affluent households attitudes regarding their own household income
05/01/2013
Family offices continue to support hedge fund investments despite the challenges of 2012, JPMorgan has found.
05/01/2013
Banks usually welcome the rich with open arms. But lenders on both sides of the Atlantic are pruning their wealth-management businesses:
04/30/2013
For U.S. Trust President Keith Banks, the task of transforming one of the nation's most venerable private banks came with a large array of challenges.
04/30/2013
"Offering specialized cross-border advice is essential to ensuring we provide our clients with the right solutions to meet their increasingly complex needs," said Andrew Marsh
04/30/2013
Michael L. LaVoy announced the creation of an advisory group of clients
04/29/2013
It is a great honor for our company to be recognized for the effort invested by so many of our people
04/29/2013
Wealth Management Forecast: 150 Firms to Dominate by 2023
Profitable wealth management firms will dominate wealth management
04/29/2013
These series are designed for high-net-worth investors
04/29/2013
Wealth Management Americas achieved another record profit and strong net new money inflows.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/27/2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."