High Net Worth

Updated Monday, May 20, 2013 as of 5:34 PM ET

Practice - High-Net-Worth

BNY Mellon Wealth Management Adds Sales Director in NY

BNY Mellon Wealth Management has snagged a senior banker from J.P. Morgan Chase to drum up business among ultra-high-net-worth clients in the New York region.

Debralee Nelson joined the firm�s New York Tri-State sales team as a senior sales director, BNY Mellon announced Thursday. She is responsible for business development and identifying opportunities for expanding the firm�s client base in the New York Tri-State market. more »

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For Wealthiest Clients, a Key Question

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Webster Private Bank Names Chief Investment Strategist

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How Advisors Can Stand Out From the Crowd

The average high-net-worth investor is changing and that spells a significant opportunity for advisors. more »

U.S. Bank Heats Up Marketing to Promote High-Net-Worth Business

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Umpqua Private Bank Targets Business Owners and Gen X Investors in Seattle

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How to Attract Wealthy Clients

Advisors who expect their clients’ wealth will grow over the years, and help them to build their practices along the way, are likely to end up disappointed, according to a new statistical analysis of data from 7 million clients representing $3.5 trillion in invested assets. more »

M&T Bank Wealth Biz Nearly Triples Two Years After Wilmington Trust Purchase

M&T generated $546 million in wealth management income in 2012, nearly three times the $187 million it produced prior to the acquisition of the trust company powerhouse. more »

U.S. Trust Banks on Future Growth

A three-year plan helped the renowned private bank merge with a rival and find its way out of the financial crisis. Now, it's prepared to leverage its resources across Bank of America. more »

Managing the High Anxiety Client

Nervous clients might seek negative information to support their beliefs. Here's how to ease their fears. more »

U.S. Bank Opens New Delaware Trust Office

The new trust office in Wilmington will provide personal trust services for high-net-worth clients with more than $1 million in investable assets. more »

U.S. Bank Adds Advisor to Chicago HNW Team

Gerald Rixie, the former CFO of Calamos Family Partners, joined the Private Client Reserve as a wealth management consultant. more »

Wilmington Trust Names Leader to Grow New York Practice

Former Lazard Wealth Management executive Sharon Klein joined Wilmington Trust to build its growing practice in the New York metro area. more »

Abbot Downing Expands Presence in Chicago

The firm has hired a former partner of William Blair & Co as a relationship manager and wealth planning strategist. more »

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