02/12/2015
LPL Financial Announces Addition of Ellsworth Private Wealth Management
In addition, the financial advisors of Ellsworth Private Wealth Management have joined LPL's broker-dealer platform.
Wealth and Asset Management
02/12/2015
Bank of the West Named Best Private Bank for Client Service by Private Asset Management
Bank of the West has been named Best Private Bank for Client Service by Private Asset Management (PAM) magazine.
02/11/2015
Guernsey boosts financial services ties with the USA
Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.
02/11/2015
The rate of American expats giving up U.S. citizenship due to tax laws will slow
Last year’s figure, according to these official statistics, had jumped by 14 per cent on the 2013 figure – which was also a record year.
02/10/2015
PAM AWARDS: Independence by Convergent Receives New Wealth Advisor Award
Recognized as Best Registered Investment Advisor (RIA) for High Net Worth Advisory by Private Asset Managementeceives New Wealth Advisor Award
02/10/2015
Family Office Review Names Geller & Company As Best Multi-Family Office Investment Advisor
Family Office Review Awards recognize the individuals and firms that are the driving forces behind the growth in family offices and family wealth
02/10/2015
PAM AWARDS: Ascent Private Capital Management of U.S. Bank Wins 'Best Multi-Family Office Service Provider' Award
U.S. Bank Wealth Management, ranked among the top 25 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank has been named "Best Multi-Family Service Provider"
02/09/2015
Chubb Wins PAM Award for Best High-Net-Worth Insurance Company
The Chubb Group of Insurance Companies has been recognized as the Best High-Net-Worth Insurance Company by Private Asset Management
02/09/2015
Wall Street CEO turns down $2.2 million bonus he didn't deserve
The headline was Wall Street’s version of “Man bites dog.”
02/09/2015
JPMorgan Chase Pledges $10-Million to Study Its Philanthropic Impact
The nonprofit will draw upon the advice of experts in housing finance, work-force development, and other social issues
02/09/2015
Wealth Management Is Not Just for the Rich
Yet wealth management shouldn't be considered so exclusive, because all of us, rich and poor alike, need wealth management.
02/09/2015
HSBC helped rich customers dodge tax with secret Swiss bank accounts
Team of journalists from 45 countries unearths secret bank accounts maintained for criminals, traffickers, tax dodgers, politicians and celebrities
02/09/2015
Senior Management: The Linchpin And Driver Of The Single-Family Office
Only about 20 percent of single-family offices can be defined overall as high functioning.
02/09/2015
Raymond James unit hires two advisers from RBC
Raymond James & Associates, a unit of Raymond James Financial Inc, said it hired two advisers from Royal Bank of Canada's wealth management division.
02/06/2015
2 Canadian Banks Looked Into Buying Boston Private Bank
Two of Canada’s biggest banks looked at Boston Private Bank & Trust Co. as a potential acquisition target
02/05/2015
WE Family Offices Wins Family Office Team of the Year
Effectively advising a wealthy family requires a team of multi-disciplinary professionals
02/05/2015
Focus Financial Partners Congratulates Joel Isaacson on Receiving the AHRC Business & Philanthropic Leadership Award
Joel was presented with the award at the AHRC’s 35th Annual Thurman Munson Awards Dinner in New York on 3 February
02/05/2015
Nine Counselors at The Colony Group Recognized as Five Star Wealth Managers
Five Star Professional conducted extensive research looking to find wealth managers
02/05/2015
SocGen to Dismiss 1,180 in Brazil, Take $229 Million Charge
Societe Generale fell as much as 2 percent and was down 1.6 percent at 37.04 euros
02/05/2015
Investec Asset Management Extends Relationship with State Street
State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the United States.