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UBS sells stake in Julius Baer for juicy profit
UBS AG said today that it will sell its 20.7% stake in private bank Julius Baer Holding AG for more than $3.34 billion.
Affluent investors more fickle, says survey
Loyalty to a single brokerage firm decreases as investors’ wealth increases, according to a new survey.
Affluent looking to invest abroad
International investing is on the rise among the affluent, according to a survey released today by Spectrem Group.
Wilmington Trust to buy wealth firm
Wilmington Trust Corp. has agreed to acquire Bingham Legg Advisers LLC, a wealth management firm specializing in tax-sensitive investment strategies for high-net-worth individuals and families.
Ascending to billionaire status matter of only a day for Ascent: Mini-manager wins bid for $1bn bond firm
Less than a year after its founder was killed in a plane crash, Robert R. Meredith & Co., a bond shop serving wealthy investors, has been acquired by Ascent Asset Management Advisory Services Inc., a fledgling firm just 4% of its size.
