Managers of Wealth Americas

independent wealth management firm Acquires NPH Practice

Lightyear Capital-Backed Firm Purchases Jacksonville Florida-Based Practice

Old Mutual unit picks banks for $3.35 billion flotation: sources

Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.

Passion, Not Profit, Is the Biggest Motivator for Collectors, a New Study Says

Collecting is a passion that we share with many of our clients who are developing alternative legacies through their cultural pursuits.

BNY Mellon WM on the hunt for acquisitions in int’l growth drive

The firm's international business fits into BNY Mellon Wealth Management, which also includes US domestic, family offices and trust businesses.

Bank of the West Wealth Management Hosts Silicon Valley Millennial Event as part of BNP Paribas Wealth Management 2017 Global NextGen Experience Series

"Innovation for Impact" event is a new addition to the annual series by BNP Paribas Wealth Management following events in Hong Kong and Paris

Morgan Stanley Wealth Management launches online platform

Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals

Bank of the West Named Best Private Bank in the Western United State

The Group takes care to address the ever-growing client interest in philanthropic investing and charitable giving options in addition to traditional wealth management products and services.

Wells Fargo Private Bank Opens East Valley Office

Wells Fargo Private Bank Marked The Opening Office Space In Chandler

Wells Fargo To Present At The Bank Of America Merrill Lynch Future Of Financials 2017 Conference

Financial Officer John Shrewsberry Will Present At The Bank Of America Merrill Lynch Future Of Financials 2017

Titus Wealth Management Continues a Year of Impressive Growth with the Addition of a New Advisor

Technology and ability to maintain independence draws 25-year industry veteran Scot Lance to the growing firm

Stifel Recruits Wells Veteran to Run Pittsburgh, RBC Nabs UBS Manager in Iowa

UBS on Monday said it will be leaving the Protocol for Broker Recruiting, an industry pact that makes it easier for brokers to move to new firms without fear of being sued for contacting their former clients.

NY’s Focus Financial Partners acquires Gold Coast wealth management boutique

Details of Focus Financial Partners’ acquisition of Financial Professionals, including the price paid, weren’t given.

UBS exits recruiting pact, following Morgan Stanley

The agreement, called the Broker Protocol, was struck in 2004 between Smith Barney, Merrill Lynch and UBS, then called UBS Financial Services.

Thomas J. Handler wins prestigious award

Family Wealth Alliance is one of the five large family office associations based in the United States. It is well known for its award-winning research publications and educational conferences.

Raymond James' Scout Investments Buyout to Boost Earnings

Record client assets under administration of $703.8 billion increased 17 percent compared to October 2016 and 2 percent compared to September 2017.

CIBC Asset Management becomes a signatory of the United Nations-supported Principles for Responsible Investment Français

The PRI is the world's leading proponent of responsible investment, bringing together a global network of asset owners, investment managers and service providers.

The 2017 Family Wealth Alliance Leadership Award For Lifetime Achievement Conferred On Thomas J. Handler Of Handler Thayer, LLP

Family Wealth Alliance is one of the five large family office associations based in the United States.

Wealth and Asset Management