Displaying 705 results
New chief of BofA wealth group named
Bank of America today named Jeffrey Carney as president of its global wealth unit.
Wachovia appoints wealth director
Wachovia Corp. has named C. Winston Wilkinson as Wealth Management Private Banking director for the Western Region.
Ex-U.S. Trust managers join UBS
Former U.S. Trust managing directors Robert Mallernee and Jackson Parham Jr. have joined Zurich-based UBS AG's Wealth Management US division.
Boston Private taps CFO
David Kaye, senior vice president of Bank of America's asset management organization, will join Boston Private Financial as CFO.
Rich stay upbeat on markets
Wealthy investors remained bullish on the stock market during July, according to Citi Smith Barney’s monthly survey.
UBS’ U.S. wealth effort gets lift
The efforts of global-asset-management leader UBS AG to boost its wealth management presence in the United States may soon become turbocharged, thanks to a management shake-up this month that elevated the Swiss bank’s wealth management chief, Marcel Rohner, to chief executive.
WisdomTree licenses index to Aperio
WisdomTree has licensed its broad fundamentally weighted dividend index family to financial advisory firm Aperio Group.
Scaturro to helm Goldman wealth unit
Goldman Sachs has hired ex-U.S. Trust CEO Peter Scaturro as global head of its private wealth management unit.
Wachovia taps regional wealth chief
Wachovia's wealth unit has hired Jeff Hartman as private banking director of its Southern region.
Targeting wealth management
The Bank of New York Mellon Corp. aims to be a wealth management powerhouse, and it is rolling up its sleeves to get there.
Harik joins UBS from Citi
Longtime Citigroup wealth manager Lorraine George Harik joins UBS Private Bank.
Wilmington completes Bingham Legg takeover
The Delaware trust giant now controls the Boston-based tax-sensitive adviser.
Speed bump ahead for wealth growth
Assets held by the world's highest-net individuals climbed 11.4% to $37.2 trillion last year.
Wealth units drive profits, says report
The global wealth management industry posted strong growth last year, as assets under management increased 14%.
BofA has ‘Trust’ in wealth unit
As promised, Bank of America Corp. will keep the U.S. Trust name in its new private-wealth-management business.
Wachovia hones in on the wealthy
Wachovia will double its force of 240 private bankers that cater to affluent customers as it upgrades its wealth management business.
Weill said to mull Scaturro connection
U.S. Trust's CEO may launch a new firm with backing from former Citigroup chief Sanford I. Weill.
Invest with your clients, says adviser
Family offices need to think of creative ways to compensate managers, said David Bauer, CFO of Lubar & Co.
Wealthy hold few assets in indexed funds
Wealthy investors who use registered investment advisers are only indexing 3.8% of their marketable securities.
BofA to target nation’s wealthiest
Bank of America's new advisory unit will be in a "great place" to appeal to the ultra-wealthy, according to its chief.
