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Practice Development

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Credit Suisse Plans Middle East Growth As Millionaires Rise

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Credit Suisse expects the region to account for much of its private banking growth as the number of super wealthy rises.

Hackers 'Love' Execs Who Use Wireless Networks

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Wealth management executives need to be extra careful when using wireless networks—especially at home.

Wealth Management For The Asian Super-Rich

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Recognize their characteristics and preferences if you want to do business.

Pitcairn Today

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Pitcairn has brought its family office approach to a wide group of families.

Goldman Sachs' Vella Says Bank's Critics Aren't Being Honest

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The executive struck back at the author of a book that claims Goldman Sachs mistreated clients.

Petrucci Joins Deutsche Bank

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Sam Petrucci, previously with Credit Suisse, will serve as head of wealth planning in the Americas.

A Perfect Union

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Clients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC.

Michael Milken Family Office Becoming A Hedge Fund, Journal Says

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Milken will seed the firm with several hundred million dollars, the Journal said.

Four Things To Consider Before Entering Into A Private Equity Partnership

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The most important considerations all relate to the people who actually make up a private equity firm.

Advisors Strengthen Client Ties With Responsible Investing, Study Says

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A majority of investors want advice on SRI investing, but many advisors aren't aware of the demand, according to the survey.

Credit Suisse Targets Rich Thais To Help Reach Wealth Goal

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The bank is being lured by the pool of wealth held by the nation’s rich—estimated at $456 billion.

8 Female CEOs Who Shattered The Glass Ceiling

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These women are paid on the same level as the top male CEOs among U.S. public companies.

Family Offices Evolve With Wider Offerings

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More service options and flexibility in fee structures are among the trends, industry people say.

Meet The Jerry Maguire Of Real Estate

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Darren Weiner is sort of a life coach with a real estate license—and a client base of actors and professional athletes.

Morgan Stanley Fuses Desks To Boost Bond Sales To Rich Clients

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The firm is giving wealth-management clients access to a broader pool of securities and research.

UBS, Favored By Bank Investors, Hits Snag In Wealth Expansion

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Analysts surveyed by UBS earlier this month are estimating a 63 percent drop in first-quarter net income.

Mercer Merger Creates $8B Wealth Management Powerhouse

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Mercer Advisors and Kanaly Trust will merge to form an $8 billion independent wealth manager.

An Inside Look At Wall Street's Secret Client List

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Banks are starting to focus on the financial elite who represent the 1 percent of the 1 percent.

Schmoozing The Inner Circles Of The Super-Rich

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A digital forum provides advisors with potential access to those serving the super-rich.

The Richest Multifamily Offices

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Silvercrest Asset Management, the second fastest-growing multifamily office in a new Bloomberg ranking, is a public company that needs to keep both clients and investors happy.

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