Managers of Wealth Americas

RKCR/Y&R continues comeback with big Swiss bank win

Lombard Odier has 26 offices in 19 locations including London, Paris, Zurich, Moscow, Dubai, Hong Kong, Singapore and Tokyo.

Abu Dhabi’s Falcon warns of US recession amid dollar strength

US elections could also mark a change in consumer sentiment after the Barack Obama administration.

U.S. Trust Study Finds 10 Common Success Traits for Building and Sustaining Wealth

Seventy-Seven Percent of High Net Worth Surveyed Came From Low- to Moderate-Income Families

Morgan Stanley advisers launch new wealth management group in Charlotte

The new group will operate out of the firm's Charlotte and Asherville offices.

Rhonda Wyllie's Fund Manager Viburnum Tips Market Rebound

A fund backed by Rich Lister Rhonda Wyllie plans to raise about $350 million from other wealthy family offices in a bid to supercharge a war chest for making strategic investments in large listed companies.

Wealthy Clients Demand More Digital Services From Advisors

Firms have much catching up to do to retain clients and wealth managers

Family office buys Peninsula development site for new headquarters

Family office on Friday snapped up Alma Station at 1020 Alma Street, where it plans to build a roughly 25,000-square-foot, ultra-green office building beginning this summer.

‘Flighty’ millennials keen to switch out of funds

Research into generation Y has already shown that asset and wealth managers will have their work cut out to convince this new breed of investor to part with its money in the same way their parents and grandparents did.

The Experience Factor: The New Growth Engine In Wealth Management

So, how should wealth managers prepare to weather the storm and grow through this period of rapid change?

Daniel Tully, Merrill Ex-Chief Outspoken in Crisis, Dies at 84

Daniel Tully, a former Merrill Lynch & Co. chairman and chief executive officer who spoke out as both critic and cheerleader as the firm tried to weather the 2008 mortgage crisis, has died.

Arnerich Massena Launches New Wealth Management Tool: WealthLink

Arnerich Massena Inc., an independent investment advisory firm specializing in wealth management services, innovative investment strategies, and retirement plan consulting, has added a new tool for wealth management clients.

StepStone buys Swiss Capital to Add $5 Billion of Assets

This new partnership will benefit clients greatly by providing increased insight and access into all areas of the global private markets.

Carl H. Tiedemann, Founder of Tiedemann Wealth Management, Dies at 89

Mr. Tiedemann quickly rose through the ranks to become President in 1975. During his tenure, he was instrumental in taking DLJ public as the first Wall Street research brokerage firm to do so.

Julius Baer's Singapore branch to impose negative interest rates on some deposits

S'pore branch to apply rates to deposits in currencies like euro, Swiss franc from June 1

Morgan Stanley Investment Management Launches New Ultra-Short Income Fund

Conservatively managed fund that may be appropriate for cash investors

Boca Raton law firm combines with family office business

DB Family Office Services has professionals with accounting and finance backgrounds who manage day-to-day financial responsibilities, monitor investments and outline and oversee estate and trust planning as well as philanthropic giving.

Former broker who had affair with client challenges firing

But there was something else between Forte and Speer: a years-long love affair — and after Speer died in 2012, things got messy

How to Invest in a Racehorse Even If You're Not a Millionaire

And it's possible to have some skin in the game at major races like the Kentucky Derby even if you're not a multi-millionaire and lack any horse sense at all.

De La Hoya: Here's how Trump cheats at golf; Trump responds

The only water on the first hole is surrounding the green, roughly 300 yards from the tee box.

World's rich families are putting private equity firms on notice

In the past two years, deals have been struck by families tied to Bain Capital and the Pritzkers.

Wealth and Asset Management