by
Bloomberg News
Ballentine Partners is a wealth management firm with roots in an unusual institution: a summer camp.
by
Reuters
Swiss bank UBS is hiring former ING executive Eli Leenaars a vice-chairman of its flagship private bank, in a bid to win new clients among the ultra wealthy.
by
Bloomberg News
Julius Baer Group Ltd. is advising clients to switch out of Swiss franc cash accounts, saying it will refrain for now from emulating competitors by imposing new fees on such deposits.
by
Bloomberg News
Switzerland’s private banks are under pressure to cut pay and jobs as the surge in the country’s currency raises costs for companies already hurt by dwindling assets.
by
Colleen O'Dea
Facing stiffer competition, wealth management firms are increasingly using segmentation strategies such as focusing on older millionaires or female clients, according to a recent report.
by
Anthony Greco
Ultra-high-net-worth investors are increasing their exposure to equities, while paying special attention to liquidity and risk, says an investment strategist with Citigroup.
by
Bloomberg News
After months of speculation, the partners at Morgan Lewis & Bockius LLP voted Nov. 14 to admit 227 partners from Bingham McCutchen LLP, almost three-fourths of Bingham’s partners.
by
Mike Byrnes
Advisors of all stripes can take lessons from the multifamily office model and use them to increase profitability.
by
Reuters
Deutsche Bank's wealth management division has opened a private bank in Dallas—part of a push to increase the bank's advisor base by 15 percent in the next three years.
by
Reuters
Swiss private bank Notenstein is to buy the client assets of Landesbank Baden-Wuerttemberg's Swiss wealth management arm.
by Hannah Shaw Grove
Founded 105 years ago to serve the Corning Glass family dynasty, Market Street Trust continues to evolve.
by Amelia Renkert-Thomas
Handing the controls of a family business to a young leader is a delicate yet rewarding process.
by
Reuters
Swiss bank Syz & Co could spend up to 200 million Swiss francs ($219.5 million) on acquisitions to bolster its private banking and asset management operations
by PW Staff
The Goldstein-Patterson Group has joined Lebenthal from BNY Mellon, where the founders managed high-net-worth clients.
by Claudia B. Sangster
For families of significant wealth, the advent of social media has added a layer of complexity to managing risk.
by PW Staff
Cantor Fitzgerald Wealth Partners has agreed to acquire Capital Planning Advisory Group, an investment advisor in Yardley, Pa.
by
Reuters
UBS is within striking distance of managing $2 trillion on behalf of the wealthy, according to a new study.
by FA Staff
Focus Financial Partners is diversifying into the family office business by acquiring a major stake in Flynn Family Office, a multifamily office with a specialty in serving hedge fund managers and...
by Hannah Shaw Grove
Rick flynn has launched a new multifamily office that focuses on serving the wealthy and the famous.
by Andrew Keyt and Jennifer Muntz
For family businesses to survive across generations, they need to view the family
as one of their greatest assets.
