Managers of Wealth Americas

First Republic Reports Strong Second Quarter 2019 Results

Strongest Loan Origination Quarter Year-Over-Year Loans Increased 19%, Revenues Increased 10%

‘Luminous’ Advisors Who Bolted First Republic Keep 88% of Assets

Much of their response focused on the high compensation costs and profit split of the team that catapulted First Republic into the wealth management limelight

The benefits of outsourcing to Hong Kong in the context of the US/China trade war

Working with the ZEDRA Hong Kong Trade and Treasury team also adds another layer of support because we’re a trusted partner in what is likely to be a venture into a new jurisdiction.

Raymond James Adds $600 Million FA in Houston

Raymond James provides the breadth and depth of resources and support we need to best serve our high-net-worth and ultra-high-net-worth clients, with a holistic offering to accomplish that.

Americans Gain Heft in Swiss Wealth

Roughly half of the $80 billion managed by the New York-based giant are ultra-rich assets

Schwab in Talks to Buy USAA Wealth, Brokerage Units, WSJ Reports

Schwab shares climbed 0.9% as of 2:40 p.m. in New York, paring earlier gains.

2017 to 2019: How 50 Cities Scored on Supporting Women Entrepreneurs Then to Now

Building on annual research since 2010, Dell Technologies ranks cities based on the impact of local policies, programs and characteristics in addition to national laws and customs to help improve support for women entrepreneurs and the overall economy.

BBVA among 2019 Best Banks for High-Net-Worth Families in the U.S.

Kiplinger evaluates and posts its special Best Banks listing once a year, based on data from Informa Financial Intelligence, including interest rates, fees, minimum-balance requirements, free perks and other features for a variety of deposit accounts.

Warren Averett Asset Management Ranked as Top Financial Advisor

This is the second consecutive year that Warren Averett Asset Management has been included in the list.

Investor services group’s leisure business acquires VOTA to expand services in United States

FNTC and FNTC America Ltd are both wholly owned subsidiaries of IQ-EQ, a leading investor services group that supports fund managers, global companies, family offices and private clients operating worldwide.

Carson Wealth Adds $566 Million RIA in Florida

The companies didn’t disclose the financial terms of the deal.

Global wealth continues to build beyond Europe

The ultra-HNWI population declined by 4%, and their wealth declined by around 6%.

Saranac Partners launches wealth management service for US persons

The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside

Peapack-Gladstone to buy wealth management firm

The $4.7 billion-asset company said in a press release Wednesday that the deal, which should close in the third quarter, will be immediately accretive to its earnings

Deutsche Bank in wealth management hiring spree

The company plans to boost the worldwide ranks of its relationship and investment mangers in the wealth management division by about a third, or 300 more people, by 2021, under a plan by Fabrizio Campelli, global head of Deutsche Bank Wealth Management, R

Wealth and Asset Management