05/01/2013
Family offices maintain hedge fund demand
Family offices continue to support hedge fund investments despite the challenges of 2012, JPMorgan has found.
Wealth and Asset Management
05/01/2013
Survival of the Biggest in Wealth Management
Banks usually welcome the rich with open arms. But lenders on both sides of the Atlantic are pruning their wealth-management businesses:
04/30/2013
U.S. Trust Banks on Future Growth
For U.S. Trust President Keith Banks, the task of transforming one of the nation's most venerable private banks came with a large array of challenges.
04/30/2013
Richardson GMP Expands Private Wealth Management Across the Border
"Offering specialized cross-border advice is essential to ensuring we provide our clients with the right solutions to meet their increasingly complex needs," said Andrew Marsh
04/30/2013
Beacon Asset Management, Announces Client Advisory Group
Michael L. LaVoy announced the creation of an advisory group of clients
04/29/2013
Merrill Lynch Wealth Management Named Advisory Solutions Firm of the Year
It is a great honor for our company to be recognized for the effort invested by so many of our people
04/29/2013
Wealth Management Forecast: 150 Firms to Dominate by 2023
Profitable wealth management firms will dominate wealth management
04/29/2013
RBC Global Asset Management Inc. adds three funds to its low-price series for high net worth investors
These series are designed for high-net-worth investors
04/29/2013
UBS Wealth Management deliveres highest levels of quarterly net new money since 2007
Wealth Management Americas achieved another record profit and strong net new money inflows.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/27/2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
Canadian Western Trust to act as custodian for GP Wealth Management's Signature Service Accounts
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."
04/24/2013
BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year
They were was cited for its leadership.
04/24/2013
Raymond James profit up on private client results
Though its capital markets business saw weaker profits.
04/23/2013
Campden Wealth boosts Americas team
Campden Wealth has announced two strategic executive appointments in the U.S.
04/22/2013
Ameriprise profit up on wealth-management strength
Ameriprise has generally reported higher operating earnings over the past three years
04/19/2013
State Street Q1 Income Up 8%
The asset management firm said net income in the first quarter totaled $443 million
04/18/2013
New Family Office Launched
Announced the creation of Acadia Investment Management
04/17/2013
New Name Ahead for Genworth Financial Wealth Management
Genworth Financial Wealth Management will soon have new owners -- and a new name.
04/17/2013
Morgan Stanley posts $958 million profit as wealth management grows
The company's investment banking unit brought in less revenue from trading bonds and commodities