12/06/2011
Bank for celebrities opens Atlanta office
Private banks provide dedicated banking, financial planning and investment services for affluent families and corporations.
Wealth and Asset Management
12/06/2011
Women and men define financial success similarly, achieve it differently
Sandy Cimoroni and Lee Bennett, Senior Vice President, TD Waterhouse Financial Planning, provide their insight on gender differences and views on achieving financial success.
12/05/2011
Atlanta: Wealth management prospects down, but not out
The wealth of Atlanta comes from myriad sources, including homegrown giants such as The Coca-Cola Co., Cox Communications Inc., Newell Rubbermaid Inc., Delta Air Lines Inc. and Home Depot USA Inc., as well as from a burgeoning entrepreneurial community gr
12/05/2011
Industry experts to share expertise at KL conference on Islamic wealth mgmt
The conference will explore key principles and avenues of Islamic wealth management, including Islamic wealth creation, accumulation, protection, distribution and purification in the wealth management cycle, the company said in a statement.
12/05/2011
Wealthy investors abandoning hedge funds
In the six months to November, the rich shrank the hedge fund allocation of their total investments in alternatives from 58% to 35%. One in five plans to decrease their hedge fund allocation further in the next six months.
12/05/2011
Thirteen Ways to Tax the Rich
In order for it to have impact, it must be further clarified, or else it will be misinterpreted by politicians pushing ideas which they will falsely claim would tax the rich - such as Republican presidential candidate Herman Cain's phony 9-9-9 plan,
12/05/2011
Top private banks thriving in the tumult
Private banks, a distinct group within the wealth-management field, cater to the highest tiers of wealth, usually preferring customers with $20 million or more to invest.
12/05/2011
Even the wealthy make bad money management decisions
These are smart people who believe in the division of labour and concentrating on doing whatever it is they do best to make the money in the first place.
12/01/2011
Triad Advisors partners with wealth firm
The company's management team has more than 70 years of combined experience.
11/29/2011
Three wealth managers win record amount on lottery
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
RDR could force wealth management shakeout
A key aspect of RDR will be the eradication of commissions paid by product providers to wealth advisers, a widespread practice.
11/24/2011
Bermuda-based lender reports healthy Q3 results
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.
11/23/2011
Credit Suisse Moves U.S. Offshore Wealth Management to Onshore
Ten advisers will be affected by the changes at the Swiss based-unit, Credit Suisse said, without being more specific.
11/23/2011
STEP establishes Private Banking & Wealth Management Group
The working group has the support of advisory firms and private banks keen to ensure that the value of private wealth is better understood in Westminster circles.
11/23/2011
Clients encourage to remain calm amid market volatility - survey
The study also stated that clients exercise better due diligence in looking for the right money manager
11/22/2011
Bank of Valletta forms alliance with global wealth firm
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
Berkeley Has Bay Area's Largest Wealth Gap, Say Numbers
11/21/2011
Top private bank named Gold Sponsor at key fund-raising event
The event, which was held on October 17th 2011, featured a gala dinner, a silent auction and was attended by a number of distinguished guests and a select gathering of social figures.
11/21/2011
SG Private Wealth arranges financing for Delta project
“Their alliances with over 75 Private Banks, Finance Companies and Private Equity firms, including over a dozen mega-yacht lenders worldwide, gives those looking to finance their Delta vessel a valuable and discreet option.”
11/18/2011
Interest in private investment banking services to increase four fold - Barclays
Interest in private investment banking services to increase four fold - Barclays