M&A Deal of the Year: Vontobel

Swiss wealth adviser Vontobel – under the lead of chief executive Zeno Staub – has acted decisively to buy, and hire, investment talent.


Think Of Them As Super Butlers

Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.


Attracting top-tier women to wealth management

A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.