The Client: Family wealth/family office

• June 15, 2018

  JPMorgan Plans to Bring on 1,000 Private Bankers

  The new hires would boost the company’s wealth manager force by close to 40%.

  No Comments
• June 12, 2018

  Merrill Lynch Won’t Give Me My $160K, Says Broadway Actress Client

  Massell has filed suit against the firm and her father, who had signed over the money to her.

  Last Comment: June 12, 2018
  1 Comment
• June 8, 2018

  Embattled Ex-CEO Pledges He’ll Fight SEC Fraud Charges

  The SEC alleges the former CEO of deVere USA defrauded hundreds of clients and prospective clients.

  No Comments
• May 31, 2018

  David Rubenstein’s Family Office Has Bigger Ambitions

  The co-founder of the Carlyle Group has set up an affiliate to target venture, growth and family-owned businesses.

  No Comments
• May 23, 2018

  Why We Left Wells Fargo to Join Another Network

  Longtime wirehouse advisors explain rationale for breaking away.

   Transcript   Video [ 5:50 ]  

  No Comments
• May 21, 2018

  Facebook and LinkedIn Creators' MFO Co-Founder Leaves to Launch Competing Firm

  ICONIQ co-founder has broken off and started a rival multifamily office to compete for the same high net worth demographic.

  No Comments
• May 15, 2018

  Banyan Founder Launches Third RIA

  Peter Raimondi has launched Dakota Wealth Management with $600 million in assets.

  No Comments
• May 10, 2018

  These Specialized Services are Key to Serving High Net Worth Clients

  High net worth clients want advisors who offer advice beyond investment management.

  No Comments
• May 2, 2018

  How the Needs of UHNW Clients are Changing

  These valued clients are becoming ever more sophisticated.

   Transcript   Video [ 4:10 ]  

  No Comments
• May 2, 2018

  HSBC’s Private Banking Business Expands into Another U.S. City

  The company is hoping to tap into the growing affluent segment of the area, including individuals and families coming from Asia.

  No Comments