04/01/2014
Conning, a global insurance asset management firm, has signed a definitive agreement with Brookfield Investment Management to purchase certain assets of Brookfield’s Core Fixed Income Insurance Business, for an undisclosed sum.
04/01/2014
Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.
03/31/2014
Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth
03/31/2014
Private wealth manager partners with Wilshire
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
Texas Dow Employees Credit Union is partnering with James E. Bashaw and Co. to increase its wealth management options
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/28/2014
New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.
03/27/2014
While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b
03/26/2014
Raymond James Investment Banking was honored with a pair of International M&A Advisor Awards in the publication’s sixth annual list of exceptional international deals.
03/26/2014
We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.
03/26/2014
Lebenthal Snags $1.2B Team From Morgan Stanley
Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, LLC that offers clients advice from the high caliber wealth advisors, announced today that the Gallaway Stern Group has joined the firm.
03/26/2014
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
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
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 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 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.