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Clients were offered a MasterCard made from 14-karat or 18-karat gold that could be embedded with as many as 164 precious stones.
May 30 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
As giant institutional asset managers like BlackRock manage over $60 billion assets in ESG-focused funds, much smaller firms are targeting retail investors looking to create a socially impactful portfolio in local communities.
April 19 -
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Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.
March 30 -
Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.
March 22 -
A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.
March 8 -
In career-defining moments like the start of March Madness season, young athletes can experience life-changing inflows of wealth. Experts at Morgan Stanley, Mitlin Financial and Edmonds Duncan give advice on how to support them.
March 6 -
The Wall Street bank is leaning into its strengths in catering to the world's wealthiest through One Goldman Sachs, as it pivots away from a messy consumer business that disappointed investors.
February 28 -
Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.
February 17 -
Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.
February 6 -
The move is part of a broad shakeup that will create a rebranded Credit Suisse First Boston.
February 1 -
The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.
January 19
RBC Wealth Management US -
The company aims to make fractional ownership of masterpiece paintings similar to an IPO
January 18 -
As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.
January 10 -
JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.
December 6 -
Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.
December 4 -
If the fair's first edition here does well, it's a sign that Paris is back. If not, tant pis. So far ultrawealthy buyers are flocking to the event.
October 20 -
Rich clients who have seen their portfolios dented are pursuing loans.
October 19 -
The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.
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