Provides authoritative information on virtually every private bank offering wealth management services, and many family offices, in North, Central and South America. A current total of 780 institutions are profiled. Data provided includes contact details, parent company, subsidiaries, profile of its wealth management business, directors and senior management names & job titles, wealth management services offered in asset protection, banking, investment management, fiduciary services, minimum net worth required, summary financials including assets under management.
The standard online option provides daily updates and full search functions with the premium online option also allowing download of search results to Excel.
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