03/26/2014
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
Eric Syz, the majority owner of Banque Syz & Co., acquired the shares of his two co-founders, Alfredo Piacentini and Paolo Luban, and told staff he has no intention to sell the Geneva-based firm.
03/25/2014
Responsible investment “continues to gather momentum globally”, driven by investor values, risk management and the introduction of stronger codes and standards.
03/24/2014
"Credit Suisse has been working on efficiency measures for some time," said a Credit Suisse spokesperson to Reuters, without confirming the report.
03/23/2014
Pinnacle Private Wealth, a Woburn-based firm which provides customized wealth strategies for businesses and individuals, has merged with Wachusett Wealth Management of Leominster.