Managers of Wealth Americas

Mercer Advisors Named a Three Time Finalist in the 2018…

Barton has established Mercer Advisors as one of the leading strategic RIA acquirers in the country and has built the M&A function to become a powerful growth engine.

Wells Fargo mulls combining wealth management divisions

During the bank’s investor day conference in March, Jon Weiss, head of wealth and investment management, said Wells Fargo is exploring ways to increase efficiency among the bank’s wealth businesses.

Assante Wealth introduces philanthropic platform

The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

Big financial companies increasingly choosing Nashville

"They recognize Nashville now as competition," Nashville wealth manager Stephen Frohsin said of Charlotte.

Inflation: Why piggy banks won’t fly

Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.

Northern Trust Named Best Private Bank in North America for Technology

inancial Times Group Award Recognizes Transformative Impact of Goals Driven Wealth Management Platform

Turnaround complete, Bank Leumi seeks U.S. expansion

The new leader had a straightforward directive from day one

CIBC Reaches for More as Its U.S. Banking Push Starts Paying Off

Firm ‘ahead of target’ on goals a year after PrivateBank deal

JPMorgan Plans to Bring on 1,000 Private Bankers

Private bankers at JPMorgan receive salaries and bonuses, meanwhile, according to AdvisorHub.

How to build trust with skeptical HNW clients

As a result, they can be suspicious and slow to trust even ethical financial advisors who specialize in meeting their needs.

JPMorgan to Hire 1,000 Private Bankers, Executive Says

The firm’s recruiting and training programs make J.P. Morgan advisors “among the top in the industry” by productivity, Erdoes wrote.

Morgan Stanley’s Gorman Doubles Down on Serving the Very Wealthy

Morgan Stanley is essentially a bifurcated wealth manager, he said.

Wall Street Will Struggle to Manage China Money

For offshore players, there are two ways to tap the market.

OppenheimerFunds Announces New Multi-Generational High-Net-Worth Research Report: "The Generations Project"

Building on the success of the firm's previous research into the investment behaviors and attitudes of wealthy Millennials, the new study is broader in scope and includes the opinions of nearly 2,000 HNW investors and advisors

Powerful Crumbs: A Few Thoughts on Another “Record” Year of Charitable Giving

And every year, a few crumbs of that vast private wealth are diverted into the charitable sector—around 0.4 percent last year.

The 25 biggest wealth managers in the world revealed

The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.

Finally, a Way for Lawyers to Get Really Rich

Litigation funds are lucrative but tricky for investors to value.

It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity

In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.

Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts

People from across the U.S. can open dynasty trusts in these states, and top wealth planning firms say they’re doing so.

Family offices take on alternative investing

“There’s a benefit to being closer to the assets, to being the general partner and investor in an opportunity,” Nolte said. “That’s why Marcus Investments was created.”

Wealth and Asset Management