12/28/2011

Guggenheim Partners seals Madison Avenue deal

Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source

12/28/2011

Merrill Lynch explains reasons for blacklisting Nigerian clients

The bank which services its clients with a personal wealth profile of at least $250,000 of investible assets, will now service the embattled Nigerian clients through its Global Banking and Markets (GBAM) business, from its London , New York and Johannesbu

12/26/2011

Harvard Billionaires

Did you know that the Ivy League university produces the most billionaires?

12/23/2011

Northern Trust names new tax strategist

A 26-year veteran in estate planning, tax law and fiduciary administration, was a partner at Chapman and Cutler LLP where she led the firm's Trusts and Estates Practice Group

12/20/2011

Manning Wealth Management expands team

Well known in Coronado for her passion in working with families, Jane has relationships with multi-generations and families in articulating financial goals as well as helping clients define their legacy planning and charitable intent,” Manning said.

12/16/2011

Wells Fargo to acquire top investment boutique

EverKey Global Partners was established in December 2007 by Jeff Everett, formerly president and chief investment officer of Templeton Global Advisors Limited. In this role, Mr. Everett had responsibility for all portfolio management activities for all fu

12/09/2011

US banks in UK to snub calls to chop bonuses

Analysts expect Goldman Sachs will distribute around 43 per cent of revenues in pay and bonuses to staff, up from 39 per cent last year, while Morgan Stanley will splash out almost 50 per cent.