11/29/2011
Brandon E. Lacoff, co-founder of Belpointe LLC, an $82 million wealth manager in Greenwich, Connecticut, and his colleagues Gregory Skidmore and Tim Davidson rode a black limousine into the lottery headquarters in Rocky Hill today to claim a $254 million
11/29/2011
Some wealth management firms are also offering guidance to their clients on setting up trusts that would invest in social causes.
11/29/2011
A key aspect of RDR will be the eradication of commissions paid by product providers to wealth advisers, a widespread practice.
11/29/2011
Another factor accounting for the rising tide of millionaires are high executive and banker salaries, which Morales said often beat those paid in the US.
11/28/2011
It added that its insurance broking business Bluefin Insurance Group was not part of the review.
11/28/2011
The main aim is to help people discover what their needs are so that they can live with financial peace of mind now and in the future.
11/28/2011
Huang Nubo, a 55-year-old former Chinese government official and one of China’s richest entrepreneurs, had hoped to “create a vast nature retreat” in northeast Ireland, according to AP.
11/28/2011
Cohen is said to be working with Steve Greenberg, an investment banker with Allen & Co. who has close ties to Major League Baseball (he was deputy commissioner for a while).
11/28/2011
The debt swap may take place next month, says IIF
11/24/2011
Interest income increased to $11.40 million from $4.15 million in 2010. This increase was driven by the reallocation of a portion of the bank’s balance sheet out of cash products and into a diversified portfolio of higher yielding securities.
11/24/2011
Valartis Group sells unit to Cornèr Bank
11/24/2011
As the credit crisis has hit Swiss lenders on varying degrees, the firms are moving back to wealth management
11/23/2011
Wealth-X lists the population of HNWIs by city
11/23/2011
EFG Hermes CEO said the proposed tax would aid in saving capitalism
11/23/2011
Robust turnouts lessen fears that auction sales would decline amid uncertain economic conditions
11/23/2011
The study also stated that clients exercise better due diligence in looking for the right money manager
11/23/2011
The partnership will allow BOV's clients to have wider access to proprietary funds
11/22/2011
Berkeley Has Bay Area's Largest Wealth Gap, Say Numbers
11/22/2011
Wealthy Asian Moms 'Sit the Month' in Style
11/22/2011
Global banking giant debuts wealth tool