U.S. Bank's UHNW Unit Hires Managing Director of Investments
Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office.
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Facing the threat of competition from Google and Amazon.com, UBS has turned to a company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients. more »
Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni. more »
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention. more »
The 6,800-plus-square-foot office in Silicon Valley will allow the firm to serve its growing client base in the area, while also being near one of the country's top technology centers. more »
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »
Suffolk Bancorp in Riverhead, N.Y., has sold its wealth management business to a unit of Provident Financial Services in Jersey City, N.J. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Deutsche Bank AG’s Asia-Pacific wealth-management business aims to increase revenue by 20% in 2015 by targeting the region’s richest people. more »
Corporate executives are smart, but they need help when it comes to planning. Here are a few sophisticated techniques that can help them. more »
The average amount given to charity from wealthy households rose 28% last year, according to the 2014 U.S. Trust Study of High Net Worth Philanthropy released Tuesday. more »
A majority of American millionaires are donating to charity, though few plan how they give, UBS finds. more »
SunTrust's third-quarter revenue from trust and investment management plunged $40 million, or 30%, from a year ago. It fell 20% from the previous quarter. more »
Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates. more »
35 Great Schools for Financial Planning
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