07/27/2015
Matter Family Office revamps leadership structure
The new structure provides clarity to our associates and encourages continued great passion for all of us to work with our families deeply across generations.
Wealth and Asset Management
07/27/2015
UBS CEO says US wealth unit is not up for sale
UBS said on Monday its U.S.-based brokerage business, formed when UBS bought broker-dealer PaineWebber in 2000, is not up for sale.
07/27/2015
Barclays Financial Advisers Split, Forming $3 Billion Indy Firm -- Street Moves
In doing so, they passed on joining Stifel Financial Corp., the regional brokerage to which Barclays has agreed to sell its U.S. wealth business.
07/27/2015
Billionaire private-equity CEO David Rubenstein explains how rich kids are at a 'disadvantage'
Billionaire private-equity CEO David Rubenstein, the cofounder of Carlyle Group, explained on "Wall Street Week" on Sunday how growing up wealthy could put someone at a disadvantage.
07/24/2015
How Citigroup Courts Wealthy Young Heirs: Teach Them to Buy Art
They were confident that the work by the prominent New York artist Chuck Close was worth the price.
07/23/2015
BNP Paribas taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US
The BNP Paribas unit is aiming for a September launch
07/23/2015
Baltimore-based boutique wealth management firm adopts structured note strategies
The return performance of a structured note will track that of the underlying debt obligation and the derivative embedded within it.
07/22/2015
How Financial Advisors Can Leverage Concierge Healthcare Providers To Gather More Assets
It is becoming increasingly difficult to gather investable assets from the wealthy.
07/22/2015
CNBC honor is affirmation that Carlson Capital Management is serving its clients well
The only other Minnesota firm to make the list was Cahill Financial Advisors, Inc.
07/21/2015
Wealth Adviser: Assets in ETFs Now Top Those of Hedge Funds
The asset growth for the ETF industry is testament to the products’ proliferation
07/20/2015
Hans Angermueller, Once in Running to Head Citi, Dies at 90
Mr. Angermueller was the bank’s face to Washington for years
07/20/2015
Swiss private banking group enters second largest wealth management market in Latin America
The current management team will continue to lead the business independently with the same staff and pursue the same client-focused strategy
07/20/2015
Morgan Stanley ‘Very Comfortable’ With Size of Its Wealth Business
With head count down slightly, the pretax profit margin rose to the company’s target range
07/17/2015
Bank of the West Expands Wealth Management Services
Bank of the West Expands Commitment to Serving Wealth Management Clients in the Palo Alto Area Through a Center Designed to Address Clients' Complex Financial Needs
07/17/2015
Bank of the West Hosts Female Entrepreneurs at New Wealth Management Center
The event represented a commitment to global partnerships by both Bank of the West and parent company BNP Paribas.
07/16/2015
Veteran banking allies team up to launch Jacksonville wealth management firm
We bring in a lot of tech tools so customers can see their portfolios and interact with them
07/16/2015
Wealth Adviser: Not Enough Advisers Plan Endgame
More financial advisers need to practice what they preach to clients.
07/14/2015
AMG Buys Majority Stake in leading wealth advisory firm
The terms of the deal were not disclosed.
07/14/2015
Firm on the grow helps to manage wealth
They just didn’t expect to be on that path so soon.
07/14/2015
LPL Financial Welcomes Weissenburger Investments & Financial Planning
We believe that LPL’s technology will create considerable efficiencies for us