09/11/2013
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/10/2013
WE Family Offices provides retainer-based independent advisory services to clients.
09/10/2013
Private bank Rahn & Bodmer is under investigation by U.S. authorities.
09/09/2013
For years, Goldman allowed its current and former employees to use its private banking services.
09/09/2013
U.S. Capital Advisors LLC today announced they have entered into an agreement to acquire Condera Advisors
09/05/2013
Leading Global bank to review wealth-management business in Brazil.
The country’s largest lender, is undertaking a review of its wealth-management business in Brazil.
09/05/2013
Help wanted: Must have proven leadership ability, strong sales skills and big ideas.
09/04/2013
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
This merger will allow Lamb Financial to bring our hourly-based and flat-fee financial planning to a wider range of clients, while also expanding our available services to our existing clients.
09/04/2013
BNY Mellon is citing rapid growth as the reason for splitting leadership of its wealth management operations in Florida into two pieces.
09/03/2013
Events to Address Family Engagement, Board Development and Managing Business Risk
09/03/2013
PwC’s experience in wealth management tax services will bring Innovest clients market-leading quality and service delivery for trust and investment management tax reporting.
09/02/2013
Morningstar, Inc a leading provider of independent investment research, today published its inaugural issue of Financial Services Observer
09/02/2013
Genworth Financial, Inc. announced today it has closed the sale of its Wealth Management business, including Genworth Financial Wealth Management and alternative solutions provider
09/02/2013
Fiera Capital Corporation announced today that it has reached agreements to acquire a prominent U.S. wealth management firm and, separately, a global asset manager as part of its strategy to expand into the U.S. market.
09/01/2013
Then there are the stories about hedge funds turning themselves into family offices.
08/29/2013
The bank has not built out its wealth management capability aggressively
08/29/2013
U.S. prosecutors charged SAC "with criminal responsibility for insider trading offenses committed by numerous employees and made possible by institutional practices that encouraged the widespread solicitation and use of illegal inside information.
08/28/2013
Royal Bank of Canada’s profit soared to new heights in the third quarter as the bank reported record earnings of $2.3-billion.