by Mike Byrnes
When working with rich clients, advisors have to know how to transfer wealth. But they also
need to provide a total solution that encompasses life management
issues.
by Mike Byrnes
Experts at the Elite Wealth Management Conference share insight on understanding and providing better service to very wealthy clients.
by
Kathy Lynch
Citi Private Bank and HighTower are among the firms with new hires.
by
Karen DeMasters
Lovell Minnick Partners LLC, a private equity firm, has agreed to buy
Kanaly Trust, a wealth management firm with approximately $2 billion in
assets under management.
by
Karen DeMasters
Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.
by
Karen DeMasters
Leslie C. Voth, who has served as president of Pitcairn Company, has
been appointed CEO of the multifamily office, succeeding Dirk Jungé, who
will continue as chairman.
Julius Baer Group Ltd. may cut more than 1,000 jobs after its purchase of Bank of America
Corp.'s Merrill Lynch wealth management units outside the U.S.
by
Ray Fazzi
The former head of SunTrust Banks' sports and entertainment client division has been named CEO of GenSpring Family Offices.
by
Kathy Lynch
Citi Private Bank and BNY Mellon have expanded operations and filled new positions.
by
Karen DeMasters
Advisors at family offices spend nearly a third of their time in
accounting and preparing reports for the wealthy families they service,
according to a new study.
by
Kathy Lynch
Citi Private Bank has hired a new director for its Miami office.
Africa may have as many as 200 "hidden" billionaires operating in the
unofficial economy who will seek to legitimize their wealth in the future,
investor Mark Mobius said.
by
Kathy Lynch
Rockefeller & Co.'s appointment of Raymond Wareham as managing director and senior client advisor is among a number of personnel changes the past week.
by
Jim McConville
More than half of millionaire investors have not introduced their
financial advisors to their his families, but the reasons for not doing
so vary, says a new study.
by
Kathy Lynch
U.S. Bank, L&S Advisors and Mora Wealth Management have made new appointments.
by
Karen DeMasters
How to attract and service ultra-high-net-worth clients will be the
subject of a two-day event, The Elite Wealth Management Conference, on October 9-10 at the Hyatt
Regency Hotel in Boston.
by
Karen DeMasters
More than a year after she completed the sale of the Institute of Private Investors (IPI) to
Campden Media, Charlotte Beyer, a founder of IPI, has stepped down as CEO.
by
Kathy Lynch
Hatteras Funds has appointed a new chief investment officer.
by
Karen DeMasters
Optivest Inc., a regional multifamily office that represents almost 60
affluent families, is partnering with SageView Advisory Group, an institutional pension advisor.
