Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned investment banking firms in the country, has expanded its Private Client Group with the addition of an investment office in Chicago.
Representing a major milestone in the evolution of WMR's Chief Investment Strategist function, the move underscores the commitment of UBS Wealth Management Americas to helping its clients reach their goals by delivering the best research from the sma
Last week, Bloomberg announced the creation of a Billionaires Index. Updated daily at 5:30 p.m., the list would track, in more or less real time, the wealth of the world’s 20 richest people.
Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
A financial services holding company offering broker-dealer, investment banking, and investment advisory and wealth management services
Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."