Bank Investment Consultant

High Net Worth

• Key Private Bank Hires Industry Veterans to Launch Trust Company

  February 9, 2012

  Key Private Bank, the investment, trust and wealth management arm of Cleveland-based KeyCorp, has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility.

• Fifth Third Promotes Two in Private Bank

  February 9, 2012

  Fifth Third Bank continues to build its high-net-worth service offering with two internal promotions.

• Advisor Stands to Reap AUM Windfall After Facebook IPO

  February 1, 2012

  A media shy financial advisor in Silicon Valley, Divesh Makan of Iconiq Capital, stands to bring in a potentially historic haul of new assets under management when Facebook launches its long-anticipated IPO.

• BNY Mellon Hires Latin American HNW Expert From BlackRock

  January 31, 2012

  BNY Mellon Wealth Management has named Yolanda Plaza-Charres to a newly created position as sales director for Latin America.

• Saltzman Takes VP Post at Neuberger Berman's HNW Group

  January 31, 2012

  Brian Saltzman, formerly with AllianceBernstein in New York City, has joined Neuberger Berman Group LLC as a wealth advisor and vice president in the firm’s Manhattan office.

• BNY Mellon Launches Family Wealth Team

  January 27, 2012

  The firm promoted Kevin Rogers to managing director and family wealth advisor to head up the specialty team.

• BNY Mellon Adds Another Wealth Advisor to Ultra HNW Team

  January 23, 2012

  BNY Mellon Wealth Management has added company veteran Gregory Simpson to its growing team of advisors to ultra high-net-worth families and family offices.

• Chambers Named President at Barclays Wealth Trustees

  January 18, 2012

  David Chambers, a former head of Personal Trust Services and International Trust Services at Merrill Lynch, brings 30 years of experience in serving high net-worth clients.

• Millionaires Want to Give Back Despite Economic Headwinds

  January 17, 2012

  Almost six in 10 millionaires believe they have an obligation to give back to their communities, unchanged from 2008, when the U.S. economy went into a tailspin, according to a PNC Wealth Management survey.

• BNY Mellon Wealth Management Hires Two, Promotes One

  January 13, 2012

  BNY Mellon Wealth Management has added Timothy Barker as a family wealth advisor to its growing team of advisors to ultra high-net-worth families and family offices.

• Planners Prepare for More Audits for HNW Clients

  January 13, 2012

  Planners have taken note of the fact that clients with incomes of $1 million or more were twice as likely to be audited by the IRS in 2011 than they were in 2009. Several say they are taking steps in anticipation of still greater vigilance on the part of the agency.

• Bank of the West Opens HNW Client Center in Palo Alto

  January 9, 2012

  Bank of the West expands its wealth management universe with a new center for high-net-worth clients in the heart of Silicon Valley.

• IRS Increases Audits of High-Income Taxpayers

  January 6, 2012

  The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

• LPL Says Fortigent Acquisition Will Boost High-Net-Worth Business

  January 3, 2012

  Fortigent, whose 90 advisory firm clients oversee more than $50 billion in high-net-worth assets, shores up LPL Financial’s growing share of high-net-worth business.

• 6 Year-End Gifting Rules Every Investor Needs to Know

  December 29, 2011

  The principle behind the annual gift tax exclusion is to shelter gifts commonly made on birthdays, holidays, weddings and other special occasions. However, many high-net-worth individuals may also utilize the annual gift tax exclusion as a strategy to mitigate the impact of future estate taxes.

• Page:
• 1 |
• 2 |
• 3 |
• 4 |
• 5 |
• 6 |
• Next »