Managers of Wealth Americas

UBS and Morgan Stanley Shed Reps to Rivals

The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.

Ex-UBS Brazil WM exec launches indie advisory firm

The firm received the green light from Brazil’s market authority about a month ago, according to regulatory records.

Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact

It specifically requires an ability to marry the investment world with the tax ecosystem in a quest to maximize after-tax returns and make investing in such strategies a worthwhile endeavor.

Deutsche Bank Wants U.S. Wealth Managers Who Can "Grow Big Books"

Patrick Campion tells the paper he was given a green light by Deutsche’s new group chief executive Christian Sewing to “grow, grow, grow.”

How Regional Banks Do Wealth Management

The bank’s wealth management group then meets with clients monthly or semi-annually for reviews, and welcomes additional interaction as well, seeing it as an “opportunity,” Jervis tells the publication.

Family Wealth Firms Increase Healthcare Services Role As Client Lifespans Increase

As we all live longer, families are being challenged to adjust their plans to keep pace,” commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer.

7 defect from U.S. Bank’s UHNW biz in wake of boss’s departure

He had been at the helm of Ascent Private Capital Management, U.S. Bank’s ultrahigh-net-worth business, since 2010 when he was hired to launch the unit.

SunTrust Private Wealth Management Expands

The new Ohio locations are the latest examples of SunTrust Private Wealth Management expanding into new markets.

Inside CIBC Private Wealth’s Growth Plan

The growth push involves hiring advisors and deepening penetration in Texas, Florida and California.

Investment Perspectives | Managing Risk by Brown Advisory

Just to be clear, this is not a sudden or abrupt shift in our thinking.

Deutsche Bank to expand US wealth management division

Move comes after its inclusion in Federal Reserve watchlist of ‘troubled’ banks

Merrill Lynch wealth managers ditch Thomson Reuters for Factset

This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth

Sura assembles investment team for wealth unit

It is also understood that the firm is in the process of appointing a boss to oversee the unit.

Canaccord Genuity WM assets rise 8.5% to £26.9bn

Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million

What Millennial Heirs Did This Summer: Lessons on How to Be Rich

Attendees at Next Gen functions hosted by the likes of UBS, Citi Private Bank, and Credit Suisse will one day rank among the world’s most sought-after clients.

At Wells Fargo Wealth, Goals Triggered Trouble

The Journal also reports that investigations by the Justice Department and SEC were triggered by a letter sent last September from four Wells Fargo financial advisors in Arizona

Morgan Stanley Seeks to Manage More of Its Clients’ Wealth

New compensation system for financial advisers aims to look at a customer’s assets held elsewhere

Merrill Lynch Team Managing $930 Million Joins Dynasty Financial Partners

Wyeth Private Wealth focuses on clients’ retirement planning.

Seasons of Advice Wealth Management Launches the SOA Stewardship Portfolios

Rigorous Filtering Leads to Enhanced ESG Strategies

Inversiones Security named Best Private Bank in Chile

Chile has been described as South America’s most prosperous and economically stable nation.

Wealth and Asset Management