Managers of Wealth Americas

Despite High Satisfaction Rates Among HNW Investors, FAs Need to Set Themselves Apart

To that end, the survey also polled investors on what they consider the essential traits for an advisor.

Goldman Sachs makes biggest acquisition in nearly 20 years

Major acquisitions have been rare in the post-crisis world as Wall Street firms focus on avoiding the wrath of regulators and politicians.

Wealthy Chicago clans connect to invest

Chicago families with more than $1 billion to invest are pooling their fortunes for bigger investments.

Family Offices Grow Their CRE Holdings

Current conditions in the capital markets are prompting high-net-worth individuals to fill in gaps left by other funding sources, according to Lonnie Vidaurri of Starpoint Properties.

UBS Eliminates More Than 150 Jobs as It Reviews Staffing

Cutting back-office costs has been a focus of UBS and its crosstown rival Credit Suisse Group AG for years.

Hines & Warner Wealth Management to Join Focus Partner Firm Vista Wealth Management Group

The combination of the two firms also promotes continuity of service for Hines Warner and their clients as they join a like-minded organization in Vista.

Zoe Financial Wins Morningstar's Annual Fintech Competition

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

Wealth advisers flee big banks for smaller firms

Breakaways are occurring more frequently as advisers hope to exert greater control and keep a larger share of the revenue

Wealth Advisers Are Fleeing Big Banks For Smaller Firms

Breakaway firms have parked $25 billion on Dynasty’s platform

CIBC AM makes portfolio management changes

CIBC Private Wealth Advisors will assume advisor responsibilities for three funds

Financial advisers form Portland wealth management firm

All of the advisers had worked at UBS before forming Great Diamond Partners.

Benjamin F Edwards launches registered investment adviser

The firm is debuting with Blake and Connor Dunlop of the Dunlop Investment Group, a father-son duo who manage USD230 million in client assets.

The Marijuana Industry’s Dirty Little Secret

After securing a major $4 billion investment from beverage giant Constellation Brands, it seemed like Canopy Growth was on the top of the world.

Don’t Have $25 Million? Then You’re Just Another Peasant

Only a couple of decades ago just having a few million made you truly rich.

Henry Ford Senior Advisor and Principal of LifeSteps Financial Announces Family Office Expansion

"Our clients rely on us as objective advisers to help them protect their assets while investing for growth, so that they can enjoy a preferred lifestyle while creating their legacy" Mr. Ford concluded.

How Much Money Do You Need to Be Wealthy in America?

The exact amount can depend on how old you are.

World’s rich put a third of funds into cash as trade war simmers

According to a UBS survey released on May 7, 32% of high-net-worth portfolios are in cash.

Lyon Polk: Keys to a $15.4 Billion Practice

Lyon Polk the first was the undersecretary of state for Woodrow Wilson, and architect of the Versailles Treaty.

Focus Financial Partners Reports First Quarter 2019 Results

“The first quarter again demonstrated the power of the Focus model in a highly attractive growth industry,” said Rudy Adolf, Founder, Chief Executive Officer and Chairman.

Vontobel Wealth Management targets Mexico, Brazil hires

The Latin America head is also working to hire more relationship managers serving Brazil and has already made headway on that front.

Wealth and Asset Management