03/12/2013
UBS CEO says no plans to sell U.S. wealth management arm
There has periodically been speculation that UBS might sell the U.S. wealth management business as its broker-based model is different from UBS's larger private bank.
03/12/2013
Global Private Banking and Wealth Management Professionals to Convene in Miami Forum in 2013
"The Path Towards Business Success and Confidence" The FIBA Wealth Management Forum 2013
03/11/2013
It’s so unfair, say 'under-paid’ bankers
Almost two-thirds of London bankers think they were underpaid last year and half believe they have been treated unfairly.
03/11/2013
Global Wealth Monitor Shows New Segment Emerging among Affluent
So what is behind the Taking Control movement trending among affluent investors, the “New Black”?
03/11/2013
Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management
Mercer will continue to provide due diligence and ongoing monitoring for all funds that list on CAIS
03/11/2013
"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza.
03/11/2013
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.
03/11/2013
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
03/10/2013
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
'Bullying' bank boss has quit Barclays
At the centre of the report was the New York office of Barclays Wealth Americas, where in April last year a consultancy was called in to investigate.
03/07/2013
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
We have designed our wealth management services platform to provide dedicated service delivery
03/07/2013
Matter Family Office advises on more than $5 billion in family assets
03/06/2013
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
03/06/2013
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
03/05/2013
This new division’s unique suite of commercial lending products is aimed at real estate investors and developers globally who are facing difficulty in finding not only funding, but specific project management savvy with a professional touch for comm
03/05/2013
Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
03/05/2013
London and New York remain the top destinations for the world’s ultra-high net worth individuals to live and invest in but Asian cities are fast catching up, says Knight Frank’s seventh annual Wealth Report.
03/03/2013
Mass Affluent investors are looking for the same services that Millionaires have come to expect. When you learn how to get high net worth clients, you'll attract the Mass Affluent, as well.