11/18/2011
Single family office exemption from registration as investment adviser
Single family office exemption from registration as investment adviser
Wealth and Asset Management
11/17/2011
US-based asset manager may exit fund house
The asset manager protested the appointment of an IAS officer as the firm's chairman
11/17/2011
New fund to promote innovation in philanthropy
Said fund would reportedly be within the $10-million range
11/16/2011
58 members of Congress among wealthy 1%
Reports state around 11pc of Congress have net worth of roughly $9m
11/11/2011
Number of super rich in North America to outnumber APAC until 2032 - study
The new report utilized a new method that shows the distribution of HNWIs by region and country
11/10/2011
UBS to close US asset-backed securities unit - report
The closure comes five months after the firm appointed a star banker to run the operations.
11/10/2011
Private wealth firm becomes Focus partner
Sapient is the fourth partner to join Focus and the 8th deal (including sub-acquisitions) made by the firm in 2011.
11/09/2011
Wells Fargo moves to serve the REIT sector
Wells Fargo moves to serve the REIT sector
10/28/2011
Pershing introduces new asset management account
The new product replaces Pershing's ProCash Plus®.
10/27/2011
How the 1% got richer, while the 99% got poorer
Simply put, the CBO report shows that over the last quarter century (1979 to 2007, to be exact), the top 1% of income earners enjoyed far, far bigger real income gains than the other 99%.
10/27/2011
Pershing enhances trust network
Pershing enhances trust network
10/25/2011
Northwest Asset Management Opens Portland Office
Northwest Asset Management Opens Portland Office
10/21/2011
World's Richest Man Carlos Slim Helu Worth Nearly $11 Billion Less Than In February
World's Richest Man Carlos Slim Helu Worth Nearly $11 Billion Less Than In February
10/20/2011
Atlanta has 960 ultra-high net worth residents
Atlanta has 960 ultra-high net worth residents
10/20/2011
Who is the 'one percent' rich in USA?
Who is the 'one percent' rich in USA?
10/19/2011
Wealth transition can help family tradition
Wealth transition can help family tradition
10/19/2011
SSgA: Asset Management Fees Up, AUM Down
SSgA: Asset Management Fees Up, AUM Down
10/18/2011
Survey reveals significant differences in outlook between northern and southern California investors
Survey reveals significant differences in outlook between northern and southern California investors
10/18/2011
Wells Fargo 3Q Earnings Soar Despite Wealth Management Losses
Wells Fargo 3Q Earnings Soar Despite Wealth Management Losses
10/17/2011
Advice based on a wealth of expertise
Advice based on a wealth of expertise