News from Wealth-X A wide array of domestic and global news stories; news topics include politics / government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle. Articles that appear in this section may be written in English or other languages, as well.

Aug 26, 2015, 08:00 ET

Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

Klingenstein, Fields & Co., L.L.C. today is now operating as "Klingenstein Fields Wealth Advisors" as part of a recent rebranding initiative....

Aug 25, 2015, 05:00 ET

Which German Or Austrian University Has The Largest UHNW Alumni Population?

 The University of Cologne takes the top spot in a Wealth-X ranking of tertiary institutions in Germany and Austria in terms of the size of...

Aug 19, 2015, 11:00 ET

Wealth-X Reveals: The World's 20 Wealthiest Individuals Under The Age Of 35

Facebook co-founder and chief executive Mark Zuckerberg took the top spot on a Wealth-X list of the wealthiest individuals under the age of 35...

Aug 12, 2015, 09:00 ET

Ultra Wealthy Buying Homes As 'Opportunity Gateways' For Investment Diversification And Citizenship Or Foreign Residency

 A growing number of ultra high net worth (UHNW) individuals view homes as 'opportunity gateways', driving buying decisions that are based on...

Aug 11, 2015, 09:00 ET

Gupta Wealth Management Surpasses $1 Billion in AUM

 Gupta Wealth Management ( announced today that its assets under management surpassed $1 billion in July,...

Aug 11, 2015, 07:30 ET
Cincinnati's Financial Management Group celebrates 25 years of service to clients with new ownership and rebrands as Total Wealth Planning to better reflect services. Total Wealth Planning is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. Founded in 1989, the company is celebrating 25 years of helping clients build wealth, plan for college & retirement, manage executive compensation, and building family legacies.

Cincinnati's Financial Management Group celebrates 25 years of service to clients with new ownership and rebranding

Cincinnati-area financial planning and investment advisory firm, Financial Management Group, is now known as Total Wealth Planning. "After 25...

Aug 06, 2015, 07:00 ET

Include digital assets and accounts in estate planning discussions, says Atlantic Trust

Digital planning can help ensure secure fiduciary access to online assets, including medical records, in the event of the death of a family...

Jul 29, 2015, 06:00 ET

Wealth-X Reveals: The World's Largest UHNW-Led Private Foundations

The Bill & Melinda Gates Foundation leads a list of the world's largest private foundations established by living ultra high net worth (UHNW)...

Jul 29, 2015, 00:30 ET

Wayne Rooney Scores Top Spot On Wealth-X List Of English Premier League's Wealthiest Players

 With the 24th season of the English Premier League (EPL) set to kick off on August 8, Wealth-X today released a list the EPL's richest...

Jul 24, 2015, 08:30 ET

Announcing Flight 2 Freedom's 3rd Edition in Pleasanton, CA

 Blossom Wealth Management and Baker Botts partner with Barron's Jewelers, Innovate Pleasanton and Oasis Livermore to host a multi-day summit...

Jul 22, 2015, 08:00 ET
Authors John Lee and Vincent Wong (PRNewsFoto/Wealth Dragons)

British Millionaires John Lee and Vincent Wong Launch the Definitive 'Go-To' Book About Wealth and Find Solutions for Today's Mistrust of US Institutions

According to a recent US study*, only 27 per cent of the US public view their banks as trusted partners. So what is the solution for modern day...

Jul 22, 2015, 04:00 ET

Wealth-X Reveals: The World's 10 Wealthiest Couples

 Bill and Melinda Gates claimed the top spot on a Wealth-X list of the world's wealthiest couples released today, with a combined net worth of...

Jul 21, 2015, 11:00 ET
Bank of the West Wealth Management logo.

Wealth Strategy Senior Executive Joins Bank of the West's Wealth Management Group

 Bank of the West today announced that Wealth Strategy Senior Executive Eric Sanderson has joined its Wealth Management Group as head of Family...

Jul 20, 2015, 09:00 ET
Washington Wealth

Washington Wealth Management Adds Three Former Wirehouse Advisors With Approximately $290 Million In Total Client Assets

Washington Wealth Management LLC (WWM), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent...

Jul 20, 2015, 08:00 ET

Evercore Wealth Management Appoints Mark McClintock as Portfolio Manager

Evercore Wealth Management LLC today announced the appointment of Mark McClintock as a Managing Director and Portfolio Manager to the firm's...

Jul 20, 2015, 07:00 ET

Choose a trustee that combines experience with empathy, says Atlantic Trust

Serving as a trustee requires technical talent, sound judgment, discretion, integrity, objectivity and the ability to work with all of the...

Jul 16, 2015, 00:25 ET

Wealth-X Reveals: Asia's Top 10 Wealthiest Millennials

Chinese ultra wealthy individuals claimed nine of the 10 spots on a list of Asia's richest millennials (defined as those born from 1981 to 1997)...

Jul 13, 2015, 09:30 ET

Mariner Wealth Advisors Opens New Offices to Accelerate National Expansion

Mariner Wealth Advisors, the national advisory firm ranked #2 on Barron's list of the Top 100 Independent Wealth Advisors*, today announced it has...

Jul 13, 2015, 09:00 ET
Veris Wealth Partners

Veris Wealth Partners Names Three New Partners

 Veris Wealth Partners, one of the nation's leading independent wealth advisors for sustainable and impact investors, today announced the...

Jul 08, 2015, 02:00 ET

More Millionaires And A Shift In Consumer Behaviour In Emerging Markets Present Opportunities For Luxury Brands

 A surge in the number of millionaires and a shift in luxury consumer behaviour in emerging markets in the coming decade present opportunities...