10/02/2013
BOK Financial buys Kansas wealth-management firm
We believe that this acquisition provides us with new wealth management products and expertise
Wealth and Asset Management
10/01/2013
Virtual FinFair: Bringing Independent Wealth Advisors Together … Virtually
On November 6, 2013, a world first will take place.
10/01/2013
Okla. banking company to acquire Kansas wealth management firm
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 set to become world’s HNWI capital
Asia Pacific is set to topple North America from its throne as home to the most wealthy individuals next year
10/01/2013
Atlanta Firms Merge to Create $1 Billion Practice
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 Private Bank Revamps Investment Program Philosophy
Webster Bank is a decidedly local bank but when it comes to its investment and wealth management services, its thinking is distinctly global.
09/30/2013
Ex-Eurhythmic Dave Stewart and Former Credit Suisse CEO to Launch Global, Artist-Focused Bank
Stewart and co-chair Michael Philipp will launch the 'global creative community bank' next year
09/30/2013
Bank of America Simplifies Corporate Structure
Bank of America announced today that it has completed the merger of its Merrill Lynch & Co., Inc
09/29/2013
State Street moves to woo advisers
SSgA intends to hire around 10 staff to add to existing teams in Switzerland, Italy, Germany and the UK.
09/29/2013
Wealth Management Industry Must Transform Legacy Infrastructure for Long-Term Success - RESEARCH
The current technology infrastructure in the wealth management space poses a major obstacle to progress
09/26/2013
Global wealth management: banks’ panacea or failing dream?
It’s not clear whether they’re based on differences in opinion about future growth in emerging markets
09/26/2013
Allianz unveiled the fourth edition of its "Global Wealth Report"
Allianz unveiled the fourth edition of its “Global Wealth Report”, which puts the asset and debt situation of private households in more than 50 countries under the microscope.
09/25/2013
To Lure Breakaways and HNW, RIA Brings Asset Management In-House
The BHWM partnership is somewhat unique in the advisory world
09/25/2013
Beverly Hills Wealth Management buys small money manager
Deal adds six equities strategies, pushes firm over $500M in assets
09/25/2013
Gluskin Sheff co-founders sell partial stake in wealth management firm
Following the deal, the dual share classes will be collapsed and they will be left with just 2 per cent of the votes.
09/25/2013
Provident Trust acquires $1.45 billion in IRA assets
Acquisition highlights Provident's rapid rise in the self-directed IRA sector
09/25/2013
Deutsche Asset & Wealth Management Named Best Asset Manager
Deutsche Asset & Wealth Management announced today that its insurance investment business has been named Best Asset Manager 2013 by Reactions
09/24/2013
Barclays Wealth Said to Plan to Exit Nations on Cost Cut
“The wealth management landscape continues to evolve at pace,” Peter Horrell, Barclays chief executive officer of wealth and investment management, said in a statement.
09/23/2013
Leading Swiss private bank to exit wealth management for some countries
In other markets including Denmark and Israel, the bank will shut out less wealthy clients and focus on those with balances over 1 million francs, the paper said.
09/22/2013
First Republic Buys Stake in NKSF
First Republic Bank, a private bank and wealth management company, said Monday that it has taken a 24.5 percent stake in business management firm Nigro Karlin Segan & Feldstein LLC.