by
Evan Simonoff
RIT Capital Partners' newly acquired
37% interest in Rockefeller Financial Services will help the wealth management firm expand its global reach, Rockefeller & Co.'s chief executive said.
by
Kathy Lynch
Capital Southwest Corporation has named new members to its board of directors.
by
Kathy Lynch
Citi Private Bank has opened a new office in Greenville, Del., while Fisher Investments has expanded to Australia.
by
Kathy Lynch
Northern Trust, Citi Private Bank and Barclays are among the firms that have hired new executive staff recently.
by
Karen DeMasters
The acquisition of Davidson Trust Company by Bryn Mawr Bank Corporation
has been finalized, continuing the growth trend that Bryn Mawr has been
on since 2008.
by
Kathy Lynch
New executives have been added at Citi Private Bank and Sage Consulting.
by Hannah Shaw Grove and Brett Van Bortel
A small percentage of highly evolved practitioners use a consultative approach and an ambitious mindset to outdistance the rest of the advisory universe.
by David Friedman
Advisors should strive to help ultra-high-net-worth clients manage their time and social connections.
by
Kathy Lynch
Gold Bullion International named Sallie Krawcheck as a member of its advisory board.
by
Kathy Lynch
Raymond James, BNY Mellon and Aspiriant are among the firms that have made key executive appointments.
by
Karen DeMasters
Pershing Advisor Solutions has been recognized as
the Best Family Office Service Provider in Client Service by this
year's Private Asset Management magazine awards.
by
Kathy Lynch
Mercer has named new investment directors.
by
Kathy Lynch
Fidelity Family Office Services is launching the Insights and Connections
program to help family offices connect to peers, wealthy clients
and industry leaders.
by
Karen DeMasters
Abbot Downing has been launched by Wells Fargo & Company to provide
investment and banking services to clients with more than $50 million in
investable assets, their foundations and endowments.
by
Kathy Lynch
HighTower and Geller & Company are among the firms with recent additions to executive staff.
Compensation for the highest-paid U.S. hedge-fund managers plunged 35
percent in 2011, largely due to the European sovereign debt
crisis.
by
Kathy Lynch
Philips Nizer and Deutsche Bank were among firms filling key positions this week.
by
Karen DeMasters
Private banks need to focus on families with $1 million to $10 million,
rather than setting their sights exclusively on the ultra-high-net-worth
client, according to a new report.
by
Karen DeMasters
A healthy work ethic is necessary to becoming wealthy, but an ability to
change and adapt is key to staying wealthy, according to a recent
survey by wealth management firm SEI.
Advisor need to go beyond delivering just satisfaction and give their clients "Wow" experiences, according to one industry consultant.
