01/11/2012
The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh
01/11/2012
The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.
01/11/2012
Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.
01/11/2012
The Geneva-based bank aims to increase client assets at its Singapore office to 1 billion francs from 400 million francs, the Swiss newspaper reported.
01/11/2012
Brooks Macdonald has become the new lead sponsor of Middlesex County Cricket Club for the next three years.
01/11/2012
Scotland's first minister Alex Salmond has unveiled Barclays Wealth's new Edinburgh office as the firm continues on its pursuit to become one of the five biggest private banks in the world by 2015.
01/11/2012
The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.
01/10/2012
Paulson was forced to apologise to his investors in November for his worst performance in 17 years.
01/10/2012
The Liberal Democrats are insistent that it should not be abolished just to benefit the rich. Should the government go ahead?
01/10/2012
Coombs (pictured), a former Wealth Manager cover star, accepts that dealing with this issue is a delicate affair given the dealing restrictions involved, but views it as a crucial one to address.
01/10/2012
The company’s first office outside London opened six months ago, and the firm said it had established eight strategic partnerships with IFAs based in the north west.
01/10/2012
Krawcheck instead pursued the corporate track, earning the badge as one of the most powerful women on Wall Street.
01/10/2012
According to the company, EB Wipfli will be one of the top 15 accounting firms in the nation with more than $314 million in combined annual revenue and more than 70,000 clients.
01/10/2012
With the sale of GFIS, Genworth will focus on its core turnkey asset management businesses within Genworth Financial Wealth Management.
01/10/2012
The local unit, Barclays Sudamerica SA, was the only wealth management office in Latin America, Monique Wise, head of corporate communications for the Americas, said by telephone from New York today. The company “remains committed to Latin America,&
01/10/2012
The company plans to give investors more details this week, said the people, who asked not to be identified.
01/10/2012
According to a new study, the number of billionaires in India dropped by more than 30% in 2011. Press reports blamed the drop on the country’s stock market, which fell by 40% last year.
01/10/2012
Here, is preview on these women (in no particular order) who have successfully challenged the limits of the so-called 'man's world'.
01/10/2012
Julius Baer has been named Best Boutique Private Bank in Asia and Best Private Bank – External Asset Manager’s Choice.
01/09/2012
Euromoney Conferences and the Economic Development Board will hold the first GCC Private Banking Conference in Bahrain on March 7, it was announced yesterday.