Managers of Wealth Americas

First Republic Bank expands US presence

First Republic has more than 70 offices, primarily in urban, coastal markets in the United States.

FAs targeting high-net-worth clients amid downturn

Three in 10 FAs said that the one large investment they would like to make to improve their business is to enhance the client experience.

Swiss group Mirabaud acquires Brazil boutique

It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.

Donald Duncan receives 2018 Five Star Wealth Manager Award

The announcement was published in the November issue of Chicago Magazine and is the seventh time Duncan has won the award.

Northern Trust sees strong growth in Insurance Solutions business

One of the new clients is Grange Insurance of Columbus, Ohio, which appointed Northern Trust to provide a range of services, including global custody and insurance investment accounting, for USD2.5 billion in assets.

UBS Wealth Has Hedge Fund-Like Playbook to Combat Market Mayhem

It’s one solution to the investing conundrum facing its ultra-wealthy clients: How to navigate a multi-speed world

Focus Financial Adds Family Office in New York

AG&S will be our first family office and business management firm to be headquartered in New York

The Rise Of The Family Office: Where Do They Go Beyond 2019?

Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.

UBS Agrees to Pay $15 Million Over Money Laundering Lapses (1)

Bank brokerage moved more than $9 billion in two-year period

Vintage Violins’ 8% Gain Fuels Returns for Ex-Banker’s Clients

String-instrument broker now plans to launch his first fund

New Partner Firm to Join Focus Financial Partners; Two New Firms to Join Buckingham Strategic Wealth

Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.

Scotia Wealth Management receives Global Private Banking honour

The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.

Calgary business becomes first Canadian firm to receive international award

Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.

UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower

Construction on the 46-story tower known as TSX Broadway is set to begin in January

State of the Family Wealth Industry Report Released

This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.

IFP Chooses BNY Mellon's Albridge for Wealth Reporting

Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.

Chilean financial services firm launches family office

It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.

Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management

Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan

UBS Loses $2.2 Billion Wealth Advisory Team to Fast-Growing High-End Rival

Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.

Private Equity Deals Help Drive Growth at Biggest Law Firms (1)

Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018

Wealth and Asset Management