Personal Wealth & Private Banking

  1. Differences between liquidity and liquid assets

    Liquid assets can easily be converted into cash. Liquidity is the ability of a business to pay its debts using its liquid ...
  2. What is the difference between capital gains and investment income?

    Learn about the difference between capital gains and other types of investment income, such as dividends paid on stock or ...
  3. 7 Ways to Recession-Proof Your Life

    Find out what you can do to prepare and cope in tough economic times.
  4. Were Collateralized Debt Obligations (CDO) Responsible for the 2008 Financial Crisis?

    Collateralized debt obligations are exotic financial instruments that can be difficult to understand, Learn the role they ...
  5. Investing in Leveraged Buyouts: Know the Risks

    Leveraged buyouts allow investors to make large acquisitions without a lot of capital. But LBOs carry big risks and result ...
  6. Should You Work At A Boutique Investment Bank?

    Boutique investment banks are consistently increasing their marketshare. Should you consider a job at a boutique instead ...
  7. Top 3 Trends Affecting Private Wealth Management

    Don't miss out on high-net-worth clients because you aren't prepared for their service demands.
  8. 7 Billionaires' First Jobs

    We all know of these famous billionaires, and how they made their money. But have you ever wondered how they got their start? ...
  9. Investment Banking vs Private Equity

    Despite both shared similar characteristics, they are different in many ways. Check out how private equity and investment ...
  10. Top 7 Shareholders of Barclays Stock

    Barclays attracts multiple institutional investors. Here's a look at the top seven of these shareholders.
  11. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  12. Compensation Myths: Burger Flipper Vs. Investment Banker

    Though these two jobs are perceived as being opposites, the compensation can be quite comparable.
  13. HSBC to Hire 1,000 in China (HSBC)

    HSBC is starting a hiring spree in the south of mainland China.
  14. Is Your Bank Pushing You Into the Wrong Products?

    Recent reports of questionable selling practices at J.P. Morgan Chase & Co. underscore the need for banking customers ...
  15. Credit Suisse Offers Brighter Outlook on Europe (CS, XLF)

    Credit Suisse lures more wealthy European clients with alternative strategies to combat political risks.
  16. Chase vs. Wells Fargo: Which Is Best for High-Net-Worth Accounts? (JPM, WFC)

    Compare private banking services offered by Chase and Wells Fargo to high-net-worth individuals, and decide which bank provides ...
  17. Prudential Reports Strong Earnings Growth (PRU)

    Prudential’s earnings surged 10.8% year-over-year thanks to high demand for asset management and retirement services.
  18. SunTrust Reports Q3, Makes Acquisition (STI)

    Over a two-day period last week, SunTrust stayed busy by acquiring assets of Pillar Financial and reporting third-quarter ...
  19. What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  20. Bank Hackers Target Smartphones

    Now that you can bank by smartphone, hackers can also get into your account that way. How to protect yourself.
  21. Morgan Stanley's New Identity Theft Protection (MS)

    Morgan Stanley now offers identity theft protection to high net worth clients, pursuant to a poll in which they cited this ...
  22. Americans Are Getting Richer...Kind Of

    Americans are getting richer – the number of affluent households is growing – but the rate is slower now than it was before ...
  23. 3 Money Market Funds Worth Considering (VMSXX,PTEXX,FMOXX)

    Explore analyses of three tax-exempt money market funds that may be suitable for high net worth investors, and learn about ...
  24. Wealth Creation: 5 Best Places for the Long Term

    If you want to build sustainable wealth, where you choose to hang your hat can have a significant impact on your success. ...
  25. Financial Planning for Professional Athletes: An Inside Look

    The right financial planning for professional athletes can turn short-term high earnings into a lifetime of steady income. ...
  26. Joel Greenblatt's Q1 Picks: AAPL,GILD

    Joel Greenblatt, successful hedge fund manager, believes AAPL and GILD have massive growth potential, according to his Q1 ...
  27. Trade Like George Soros: AAPL, ABX, PYPL

    Let's take a look at billionaire hedge fund manager George Soros' Q1 activity in AAPL, ABX, and PYPL.
  28. Wealth Management Services: What Do You Get?

    It's more than privilege checking, but not exactly private banking. What do bank wealth management services actually deliver? ...
  29. A Quick List of FSA Eligible Expenses

    The ABCs of FSAs: What you can and can't use your Flexible Spending Account funds for.
  30. 2 Undervalued Bank Stocks (EVBS, CHFN)

    Banks in the industry sweet spot are positioned to perform.
  31. 4 Apps the Ultra-Rich Have

    Learn how the ultra-rich solve the problems the rest of the world would love to have with apps such as JetSmarter, SlipFinder ...
  32. Use Private Equity Strategy to Invest (CG, APO)

    Forget trying to be a great trader. Learn to invest like private equity firms for superior results.
  33. Money Matters on Campus: Attitudes and Aptitudes

    Financial trends among college students are a cause for concern, prompting a renewed emphasis on financial literacy.
  34. Jim Yong Kim Success Story: Net Worth, Education & Top Quotes

    Learn information about the life and success story of Jim Yong Kim, who rose from humble beginnings to become the head of ...
  35. Do You Need A Private Banker?

    They offer well-heeled clients unparalleled convenience, but could be prone to certain conflicts of interest.
  36. Accelerated Resolution Program (ARP)

    A program designed to reduce the time and cost of resolving failed financial institutions.
  37. Checking Account Reviews: Chase Premium Platinum

    Which perks and services come with Premier Platinum and is it worth the cost to you?
  38. Asset Protection for High Net Worth Individuals

    OK, you've made it. Here's how to hang onto it.
  39. Can I Become An Angel Investor?

    Because of SEC rules, you already need significant assets to become an angel investor.
  40. Review: Discover Checking Account

    Will having a Discover checking account save you money? It will save you fees.
  41. Private Equity's Returns Are Tempered By Its Risks (BX, KKR)

    Private equity firms adopt approaches to quickly hike up earnings and boost returns, but these investments come with big ...
  42. Should I Use Automatic Bill Payment?

    Now that you can sign up to have your bills paid automatically online, it it a smart way to make your life more efficient? ...
  43. What is the difference between residual income and passive income?

    Learn how passive income helps pay the bills with little work involved. Determine how residual income affects your ability ...
  44. The Future Of Mobile Banking (JPM, BAC)

    Typically slow to react to technological change, retail banks are finally recognizing the benefits it provides to consumers ...
  45. What percentage of the global economy is comprised of the financial services sector?

    Read about the size of the global financial services sector, using information provided by the OECD, IMF, the World Bank ...
  46. Who benefits the most from prepaid expenses?

    Learn who benefits most when expenses are prepaid. Individuals and businesses often make payments, such as rent or insurance, ...
  47. How Foreign Transaction Fees Work

    Using a credit card when you travel can be costly. Here's what you need to know about foreign transaction fees – plus tips ...
  48. The 10 Biggest Latin American Banks

    Brazil is home to most of the major banks in Latin America, claiming six of the ten largest financial institutions in the ...
  49. Asset Specialist

    A professional who is responsible for the management and disposition of assets of a financial institution.
  50. Appraised Equity Capital

    The excess of the market value of an asset over its book value.
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