07/28/2015
High-Net Worth Huddle: Teaching Venture Capital To The World's Wealthiest
In a downstairs conference room in San Mateo, Calif., a dozen businessmen from around the world are listening to the nitty gritty about venture capital investing.
Wealth and Asset Management
07/28/2015
Former Barclays Wealth advisers launch firm with Dynasty Financial
Dynasty is a New York firm founded in 2010 by former Smith Barney and Citigroup Inc executives
07/28/2015
“It’s Fine to Fail!”
Breaking the cycle of insecurity
07/28/2015
Billionaire hedge fund managers to Puerto Rico: Close schools to pay us back
Billionaire hedge fund managers have called on Puerto Rico to lay off teachers and close schools so that the island can pay them back the billions it owes.
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.
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