09/30/2015
Seven of the Nation’s Top Financial Advisors Unite to Create Ultra High Net Worth Wealth Management Boutique
The firm advises ultra high net worth individuals and families, non-profit organizations and corporations across the United States.
09/30/2015
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/30/2015
That is why Chicago-based adviser Joshua Coleman says firms need a financial “quarterback,” or someone who can connect wealthy clients with attorneys, consultants, insurance experts and more.
09/29/2015
Merrill Lynch forms wealth management group
The new wealth management group will be based in Austin, Texas.
09/29/2015
Assets under management fall five percent and share price down nearly a third in 2015
09/29/2015
Ireland’s largest wealth manager aims to be largest in Northern Ireland
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.
09/29/2015
The Asia-focused UK bank that has been rocked by a sanctions-busting scandal and which shares Singaporean asset manager Temasek as a lead investor.
09/29/2015
As it counts down to its launch in four jurisdictions at the end of this month, Novia Global’s chief executive Bill Vaslieff gives his personal take on why the timing is just right.
09/29/2015
The BlueTrend investment team has over a decade’s experience in running a trend following strategy
09/29/2015
Ex-Brooks Macdonald head of investment strategy to launch online wealth manager
Clients will be able to access the service through www.moo.la, which former Wealth Manager cover star Godfrey said will ‘[provide] a set of easy to use apps and services for financial freedom at your fingertips
09/28/2015
Cryan has a wealth management background and loves the stability of that business
09/28/2015
RBS former CEO Fred Goodwin kisses goodbye to his Executive Suite - as it opens up to house innovative start ups
Why? The 1899 work by the celebrated Scottish artist has hung for years in the RBS boardroom at the bank’s global headquarters west of Edinburgh.
09/28/2015
Aberdeen’s license is unique as it will enable the company to manage assets directly on behalf of Chinese investors.
09/28/2015
How private banks are tackling the financial and emotional issues that affect older parents
The fastest growing age group in the country consists of those 85 and older, as 75 million Americans sail past age 60 in the next 20 to 30 years.
09/28/2015
Cross-cultural psychology can help your family avoid the pattern of wealth creation and loss.
09/28/2015
UK wealth management firm joins forces with BlackRock
We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition.
09/25/2015
UOB to boost manpower in private banking
UOB intensified its focus on its private bank last year to capitalise on growing wealth in Asia.
09/25/2015
Bank of Singapore sees small Asia wealth managers under pressure
Though the business of managing money for Asia's rich is booming as wealth in the region has expanded, only large banks offering a variety of global products are likely to prosper