BBVA among 2019 Best Banks for High-Net-Worth Families in the U.S.

Kiplinger evaluates and posts its special Best Banks listing once a year, based on data from Informa Financial Intelligence, including interest rates, fees, minimum-balance requirements, free perks and other features for a variety of deposit accounts.


Saranac Partners launches wealth management service for US persons

The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside


Deutsche Bank in wealth management hiring spree

The company plans to boost the worldwide ranks of its relationship and investment mangers in the wealth management division by about a third, or 300 more people, by 2021, under a plan by Fabrizio Campelli, global head of Deutsche Bank Wealth Management, R


Family offices up their game

It is also estimated that there are about 5,300 single-family offices, of which three-quarters are in North America or Europe. In addition, there are many multifamily offices that service hundreds of wealthy families.


Parent of Forbes Family Trust Completes Acquisition

The acquisition, which was previously announced on April 25, expands FFT’s relationships with top managers and increases its access to the most promising funds, while offering its comprehensive suite of products and services to Optima’s client


Family offices take hold as ultra-wealthy investor segment grows

“Ten years ago, people didn’t really know what a family office was,” says Chris Clarke, family office director and chief executive officer at First Affiliated, a multi-family office in Collingwood, Ont., that works with about 70 high-net


Fired UBS Broker Launches RIA Aimed at Pro Athletes

His UBS team dissolved, and the three other team members left UBS for Wells Fargo Advisors in February, Ronnie Brown, a former NFL Pro Bowl running back who had been part of the group, tells the industry news website.