01/31/2013
At the same time and as a first step of the integration, Julius Baer acquired the Geneva-based Merrill Lynch Bank (Suisse) S.A. with around CHF 11 billion assets under management.
01/31/2013
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/30/2013
The featured athletes and entertainers describe how they chose their philanthropic causes, the outcomes they hope to accomplish and the lessons they have learned from running nonprofits.
01/30/2013
Eleven Raymond James advisors named to BIC top 50 advisor list
FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors
01/30/2013
U.S. Bank's Aggressive Wealth Management Plan
“The bank loves the business. We’re good at it and we expect to be much bigger at it in the coming years,” said Mark Jordahl, president of U.S. Bank Wealth Management, in a telephone interview.
01/29/2013
Gen Xers and millennials focus on values, engagement and impact
01/29/2013
What does it take to feel optimistic these days? At least $5 million,
01/28/2013
The team, also known as The Fowler Financial Group, came to Raymond James from Morgan Stanley, where they managed more than $70 million in client assets and had annual fees and commissions in excess of $700,000.
01/28/2013
National firms participated in more than half of mergers and acquisitions
01/28/2013
Top executives of companies that received taxpayer bailouts during the financial crisis
01/27/2013
Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.
01/24/2013
"Cultural integration and the satisfaction" of financial advisers at the firm
01/23/2013
"This acquisition allows us to continue our focus on the institutional marketplace and will strengthen our competitive position as a leading national trustee."
01/23/2013
Emerald Bay Wealth Management specializes in wealth management for multi-generational families.
01/23/2013
Extends Nearly $8.7 Billion in New Credit to Small Businesses in 2012
01/23/2013
This transaction will enable Reliance Trust Company of Delaware to increase its size
01/23/2013
Emerald Bay Wealth Management specializes in wealth management for multi-generational families
01/22/2013
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/22/2013
The deals boost client assets by approximately $450 million
01/22/2013
He left the bank in 1981 to become president of the World Bank.