03/14/2012
Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned investment banking firms in the country, has expanded its Private Client Group with the addition of an investment office in Chicago.
03/14/2012
Washington Wealth Management LLC, a start-up firm that has grown by hiring away advisers from top U.S. brokerages, has added its latest recruit from Morgan Stanley Smith Barney.
03/14/2012
He is without a doubt the epitome of the first class advisor who has his clients first in his thoughts,” said Washington Wealth’s San Diego Branch Manager Mike Ferrante. “These are the types of planners that we are looking to hire.&rdquo
03/14/2012
Representing a major milestone in the evolution of WMR's Chief Investment Strategist function, the move underscores the commitment of UBS Wealth Management Americas to helping its clients reach their goals by delivering the best research from the sma
03/13/2012
Deutsche Bank Private Wealth Management (DB PWM) has relocated its Glasgow office and boosted the staff headcount with five recruits.
03/13/2012
With the opening of the new representative office in Tel Aviv, Julius Baer marks another important milestone in the development of its global network, which comprises offices in more than 40 locations in over 20 countries.
03/13/2012
Merrill Lynch Wealth Management has also been named 'Best Private Bank in India' four times in a row from 2005 – 2008.
03/13/2012
The exact location of the office is yet to be finalised, although it is understood that the office will open later this year..
03/13/2012
A team of Morgan Stanley Smith Barney advisers that generated $2 million of revenue last year has started an independent investment advisory firm
03/13/2012
Released today, the report, entitled Hot Spots, ranks the most competitive cities in the world for their demonstrated ability to attract capital, business, talent and tourists.
03/13/2012
The firm reported pre-tax profits of £66.8m in the six months to the end of January, up from £58.3m the year before.
03/13/2012
Global battle rages for LatAm wealth market clients
Wealth management in Latin America is experiencing turf wars on an international scale between asset managers, private banks and family offices hoping to win over the rising number of affluent clients.
03/13/2012
In its Retail Risk Conduct Outlook, published today, the regulator highlighted private banking and wealth management as an “emerging risk”, warning that poor conduct could lead to “widespread detriment”.
03/13/2012
The Edelman Financial Group is a wealth management company that manages approximately $16.3 billion in client assets.
03/12/2012
Gaining enough shelf space with such banks has proven a key constraint for a fund manager looking to expand its retail presence across Asia.
03/12/2012
The bank collapsed in 2008, sending the economy spiralling.
03/12/2012
Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
03/12/2012
Barclays Wealth has confirmed the launch the Target Growth plan, a new three-year term structured deposit targeting a maximum 21 per cent return.
03/12/2012
Prior to joining First Republic, he worked at Goldman Sachs Trust Company and Neuberger Berman Trust Company.
03/09/2012
The In$ide Paradeplatz story suggested Clariden Leu was asking SFr20-40mn for the business, which manages more than $2bn assets under the leadership of Michael Stahel.