News
19 Jun 2013
Among the world’s high net worth individuals (HNWIs), 61% have a high degree of trust in both wealth managers and their firms in early 2013, according to the “World Wealth Report 2013” from Capgemini and RBC Wealth Management.
19 Jun 2013
BNY Mellon will continue to cement its Florida footprint, with a number of additional appointments in the pipeline to ensure they capitalize on the growth opportunities available.
18 Jun 2013
The former manager of the Rolling Stones is among several wealth management luminaries to be involved in a newly-minted family office – Holbein Partners – based near London’s Hyde Park.
18 Jun 2013
GenSpring Family Offices, a leading ultra-high net worth (HNW) family wealth management firm, has promoted Nikki Gokey to president of the Florida region.
17 Jun 2013
U.S. Wealth Management has appointed Christian Widen as managing director and head of Corporate Development, effective immediately.
17 Jun 2013
High-net-worth individuals (HNWIs) feel more financially secure than five years ago, prioritizing asset growth before protection, according to a recent private wealth management survey.
17 Jun 2013
RIA Bluepointe Capital is targeting the techology and entrepreneurial wealth that has sprung up and grown rapidly in California's Silicon Valley.
14 Jun 2013
New York-based BNY Mellon Wealth Managementhas hired Christopher Facka as senior director for business development, who will be based in the firm’s West Palm Beach office.
14 Jun 2013
Washington Trust has named Mark Gim of Barrington, R.I. as executive vice president, Wealth Management and Treasurer.
13 Jun 2013
Credit Suisse has added two wealth strategists in California. Christine Brown joins as a director, wealth strategist in the firm’s San Francisco office.
13 Jun 2013
Canada’s affluent are an increasingly diverse group, finds a BMO Harris Private Banking study.
12 Jun 2013
Filomeno Wealth Management (FWM), a division of Filomeno & Company, has created a new alliance with Private Capital Group, LLC (PCG).
