RBC Wealth Management
5 December 2013
Net income at RBC Wealth Management was “relatively flat” year-on-year at $205 million in the final quarter of 2013 and down 13 per cent from $236 million in the previous quarter.
2 December 2013
A roundup of people moves in the Americas - November 2013.
19 November 2013
RBC Wealth Management has hired Kirstin Turner and Rob Spawn as complex directors in San Francisco, CA, and West Palm Beach, FL.
14 November 2013
RBC Wealth Management has recruited the Emmerling Wealth Management Group from UBS in Pittsburgh, PA.
8 November 2013
A round-up of executive wealth management moves in the Americas during the month of October 2013.
5 November 2013
Family Wealth Report is holding the inaugural North America and Canadian awards for outstanding performance - at the institutional and individual level - in wealth management in March 2014 (see full details here). A crucial part of the process of course is having a panel of expert judges with the experience and knowledge to assess the entries . We will therefore be profiling the judges taking part in coming weeks.
23 October 2013
RBC Wealth Management has hired Rob Spawn as senior managing director of the firm’s San Francisco, CA, complex. Spawn joins RBC Wealth Management from UBS, where he expanded the firm’s presence in Las Vegas; led the Nevada-Utah and Houston complexes, and, most recently, served as associate complex director for Arizona/New Mexico . In his new role at RBC, Spawn will oversee around 70 financial advisors and 125 employees across San Francisco; San Jose; Fresno; Monterey; El Dorado Hills; Walnut Creek; Santa Rosa; and Oakland.
22 October 2013
Most wealth management firms are still deploying capital in a “fragmented fashion” when it comes to addressing technology issues, Al Chiaradonna of SEI Wealth Platform tells Family Wealth Report.
14 October 2013
RBC Wealth Management has added The Resin Hammitt Group to its Manhattan Beach, CA, office. Philip Hammitt and Jonathan Resin join RBC from Merrill Lynch and have a combined 40 years of experience in the financial services industry . Together they manage $500 million in assets under management.
8 October 2013
RBC Wealth Management has appointed Ira Mark and Michael Berger as senior vice presidents and financial advisors in Midtown, NY. Mark and Berger join RBC Wealth Management from Morgan Stanley, where they managed around $1 billion in client assets . They have 22 and 14 years of industry experience respectively.
News and Features
Comment and Analysis
Holding regular, face-to-face family meetings can help families to overcome some of the issues that can cause their wealth to dissipate over generations, says Claudia Sangster of CTC Consulting | Harris myCFO.
5 December 2013
There is “significant value” locked up in the information about things that people own and are acquiring, says Scott Walchek, chief executive at Trōv.
22 November 2013
This is the first of a two-part article looking at tax planning and philanthropy issues. It is written by Susan Dauber, philanthropic advisor with Strategic Philanthropy.
30 September 2013
Ultra high net worth clients are interested in intellectual capital and sophisticated capabilities - they “don’t need to be sold anything,” says John Mathews, head of UBS Private Wealth Management.
7 October 2013
Banyan Partners chief executive, Peter Raimondi, speaks to Family Wealth Report about its spate of recent acquisitions and its strategic direction going forward.
14 October 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013