Managers of Wealth Americas

BTG Pactual adds 3 fund houses to offshore wealth platform

More recently, Shinohara and his team have been focusing their efforts on the platform's alternatives offering.

Morgan Stanley Merges U.S. Private and International Wealth Units

Morgan Stanley has “refocused and repositioned” its international wealth management business over several years “to serve a higher net worth client segment”

Wealthy CEOs and hedge-fund managers are flocking to Miami for the tax breaks, and it's creating massive waiting lists at the area's elite private schools

Several top private schools in the area told Business Insider that they've seen increased interest from families moving from these states.

Number of U.S. Millionaires Grows in 2018, for 10th Straight Year

While the report charts steady growth in household wealth in 2018, continuing an upward trend since the 2008 recession, there was still slower growth than in 2017, according to the report.

Ora Citron Private Wealth Management merges with The Diamond Group

“We have known each other for several years and admire how similar our values and the processes that we both use to serve our clients.”

High-net-worth investors not impressed by mobile wealth management apps

Apps are still too text-heavy and difficult to navigate, J.D. Power study finds

AllianzGI reveals growth plans for LatAm wealth market

The input that I was receiving... was you need to be local.

Morgan Stanley int'l wealth head exits as firm reorganizes business

The firm said it is combining the businesses to help the firm focus on serving wealthier international clients.

Better asset management ‘could boost public services revenue’

Harris said IMF research had found that while countries have very large assets – 220% of GDP globally – these are not being used to generate any revenue and are not managed properly.

Why Wealth Creation Is The Next Frontier In Wealth Management

Before becoming a household name, fintech was very visible and “in your face.”

Citi Joins UBS in Setting Up Singapore Currency Trading Hub

Citi’s system is also expected to support 13 deliverable emerging-market currencies.

Cetera Adds $640 Million Wealth Management Practice

In addition to serving organized labor members, Megent offers advanced planning, financial product integration and coordination of financial decisions to individual investors and businesses, according to the press release.

Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors

The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data

Wilmington Trust named provider of year award

Receiving this award is a gratifying way to start 2019

RBC Wealth Management launchs digital storytelling initiative

Project is latest in a series of initiatives from RBC Wealth Management – U.S. that support diversity and inclusion in business

Chattanooga's third largest wealth management firm acquires Atlanta firm

Patton Albertson & Miller is a fee-only financial life management firm headquartered in Chattanooga, with additional offices in Atlanta and Macon, Ga.

Gina Bernarduci Recognized By Forbes As a Top Wealth Advisor

The criteria includes interviews, industry experience, community involvement, revenue trends and client retention.

Newly-installed AMP wealth boss moves to clear management decks

Now he's put all his most senior executives, of which there are up to 10, on notice that they are under review and could lose their positions in the company's most important division.

Two high-ranking execs to leave wealth management division

The announcement comes a little more than three months after Anthony DeChellis, a former Credit Suisse and UBS wealth management executive, replaced Clayton Deutsch as Boston Private’s CEO.

The rise of the super-rich: A five-year forecast

Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.

Wealth and Asset Management