Managers of Wealth Americas

City Hive reveals findings of first Harassment in the City survey

The white paper covers a number of essential topics and headwinds likely to arise within a family office and offers insights on how to best mitigate.

Union in Va. adds heft in wealth management with latest acquisition

The deal is expected to close in the second quarter.

Edelman Financial Services Announces Move to Envestnet Wealth Management Platform

The agreement will help Edelman deliver a state-of-the-art client experience.

UBS bankers ‘frustrated’ with growth on Wall St

Insiders remain optimistic because of strategic hires and new global wealth business

Swiss Private Bank Moves in Miami

CBH has subsidiaries in Nassau, London, Hong Kong and Tel Aviv.

Raymond James Private Client Group reports record quarterly net revenues

Growth in securities commissions and fees, as well as higher short-term interest rates, helped the segment generate record results in the fiscal first quarter.

PAM Awards: Mack International Receives 6th Nomination for Best Family Office Consulting Firm

Ms. Mack has built her career serving family offices, family investment firms and family enterprises

RBC accelerates recruiting streak with latest addition from Wells Fargo

Some of RBC’s recent recruits include a team managing $200 million from Wells Fargo, a Morgan Stanley advisor managing $180 million and a $610 million team from Merrill Lynch.

Raymond James, Ameriprise Embrace Broker Protocol

The company “remains committed to supporting the agreement, as we believe the integrity of the adviser-client relationship is integral to putting clients’ interests first.”

Signature Family Wealth Advisors Nabs Massey Family Office

In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.

Citi Private Bank Sponsors Motor Racing Legend

He led the race for 27 laps and achieved the fastest average lap-time of any driver.

UBS to merge US, international wealth management divisions

UBS said its American wealth management business would be merged with its international wealth management division with effect from February 1.

RBC Wealth Management Joins Ellevate Network to Mobilize Women

RBC is also a sponsor for Ellevate’s upcoming Mobilize Women Summit in June 2018.

UBS wealth merger creates £1.7trn powerhouse

The bank said it will maintain the regional client variations in its client service model, while middle- and back office functions will be more closely aligned and integrated.

Noyes Launches Family Office Practice

Noyes Acquires Chicago Based Kiely and Associates Tax and Accounting Practice

Merrill Lynch Launches Wealth Management Banking Suite

The brokerage is also hiring more banking specialists to work with its advisors.

The King Group – Merrill Lynch Wealth Management provides top-ranked financial advice, financial support

“Our success is the result of tailor-made strategies, precisely executed within a partnership environment,”

Private Ocean acquires Seattle-based RIA

Lakeview will now operate as Private Ocean and continue to operate in its current location in Seattle.

DeVere returns to Latin America with ‘highly ambitious’ relaunch

“It is an entirely new operation today,” the spokesperson said.

TD Ameritrade Institutional unveils new platform to streamline investment management

The models presently available on the platform include ETFs and mutual funds.

Wealth and Asset Management