03/26/2014
CTC Consulting | Harris myCFO Earns Two Industry Awards
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
Wealth and Asset Management
03/25/2014
Bank of the West to Launch UHNW Business
Nearly three years after launching its high-net-worth business, San Francisco-based Bank of the West is gearing up to move upmarket and woo the super wealthy.
03/25/2014
Payouts on the rise for wealth management executives
Major firms boosted payout for their top managers last year as they place more emphasis on advice division.
03/24/2014
British life insurance and pensions group in advanced talks to buy rival asset management unit
It is in "exclusive and advanced" talks to buy rival
03/24/2014
Ascent Private Capital Management of U.S. Bank Wins Family Wealth Report Award for Best Brand Launch/Relaunch
U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r
03/24/2014
Maxim Group Selects Rogerscasey as Investment Consultant for Its Wealth Introduction Program
Maxim Group LLC, a leading full service investment banking, securities and wealth management firm announced the selection of Rogerscasey to provide manager diligence services for its WealthIntroduction program.
03/24/2014
Abbot Downing Named Best National Private Wealth Manager
Abbot Downing has been recognized the "Best National Private Wealth Manager" at the inaugural Family Wealth Report Awards in New York.
03/21/2014
BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices
The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.
03/21/2014
Banks Pull Out All the Stops for the Ultra-Rich
Every bank catering to the wealthy touts its high-end services.
03/21/2014
Rothstein Kass’ Family Office Group Named “Best Multi-Family Office ” and “Best Effective Tax/Accountancy Team” by Family Wealth Report
Rothstein Kass a leading professional services provider to the financial services industry, today announced it was named “Best Multi-Family Office (New Entrant)” and “Best Effective Tax/Accountancy Team” at the Family Wealth Report
03/21/2014
Raymond James, Recruiting Juggernaut, Marches On
Raymond James is growing through acquisition.
03/21/2014
Leading Swiss Private bank looking to bring the children of its clients into the fold
Financially conservative children of current clients receive particular attention, says UBS Wealth Management
03/21/2014
Cottrill, Arbutina affiliates with V&T Wealth Advisors
Cottrill, Arbutina Wealth Management Group has more than doubled its size by affiliating with V&T Wealth Advisors
03/20/2014
RBC Wealth Management CEO Explains Firm's $46 Million Commitment To Water
In recognition of World Water Day, Saturday, March 22, 2014, I’ll be visiting here live with John Taft, the CEO of RBC Wealth Management-US, about RBC’s Blue Water Project.
03/20/2014
Merrill Lynch Wealth Management and Edhec Business School Joins Forces to Advance Goals-Based Wealth Management
We are delighted to be able to work on the industry-relevant and intellectually stimulating subject of risk and goal allocation, thanks to our collaboration with Merrill Lynch on this research chair"
03/20/2014
LLBH Wins Best Multi-Family Office Award
LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category
03/19/2014
This Is Where The Real Life 'Wolf Of Wall Street' Lives
The real-life “Wolf of Wall Street” Jordan Belfort who is now a motivational speaker resides in a luxurious oceanfront home in California
03/19/2014
Family Office Exchange Honored for Outstanding Contribution to Wealth Management Thought Leadership
Several FOX Member Organizations Recognized
03/19/2014
UBS eyes independent space
The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients
03/18/2014
RBC Awarded three top honours in inaugural Family Wealth Report Awards
"This prestigious award speaks to our collaborative culture and to our unparalleled approach to delivering the best RBC has to offer to our high-net-worth families," said Mary Holenski, head, RBC Private Banking.