10/15/2013
Bank of America’s global wealth & investment management unit on Wednesday reported record-setting quarter in assets under management and fees earned, even as advisor headcount and productivity dipped.
10/15/2013
SCBT announced today that David Kirkpatrick has joined its Wealth Management Group as senior vice president and portfolio manager.
10/15/2013
BNP Paribas is delighted to announce the winners of the 2013 Individual Philanthropy Awards
10/14/2013
First Republic Bank today announced financial results for the third quarter and the nine months ended September 30, 2013.
10/14/2013
Leading this initiative will be two well respected financial services professionals: Jeffrey B. Lane and Frank Campanale.
10/14/2013
In order to address the needs and wants of certain unique wealthy populations, multi-family offices are continually developing new operational structures.
10/14/2013
Deterred by the volatility of the public markets and the high-fee, low-transparency nature of private equity, many family offices have been seeking direct investment alternatives.
10/13/2013
The San Francisco unit of French bank BNP Paribas Expands Wealth Business
The San Francisco unit of French bank BNP Paribas is in the "early part" of its plans to enlarge its asset-management operations
10/13/2013
Two veteran financial Advisors in Wilmington Are Now Leading Their Own Firm.
10/08/2013
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
Umpqua Bank’s plan to grow the private banking business to 10 times its size by 2018 may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.
10/07/2013
The firm said the move was driven by a desire for access to new technology, a broader choice in clients and independence as a fiduciary adviser to its 119 family clients, who are based around the country.
10/06/2013
The wealth management component of our business is based on trust and insight gained over years of experience
10/06/2013
A person can become quite wealthy earning millions of dollars annually running a single-family office.
10/02/2013
We believe that this acquisition provides us with new wealth management products and expertise
10/01/2013
On November 6, 2013, a world first will take place.
10/01/2013
BOK Financial will grow its Wichita presence a little following the Tulsa-based bank holding company’s agreement to acquire Gtrust Financial Corp.
10/01/2013
Asia Pacific is set to topple North America from its throne as home to the most wealthy individuals next year
10/01/2013
Two newly merged Atlanta firms say their deal will let them offer the rich the same services now given only to the extremely wealthy.
09/30/2013
Webster Bank is a decidedly local bank but when it comes to its investment and wealth management services, its thinking is distinctly global.