Managers of Wealth Americas

Snowden Lane Partners Recognized as a Financial Times 300 Top RIA for Third Consecutive Year

The ranking recognizes the top independent RIA firms in the U.S.

How nonprofits cultivate high-net-worth donors

When he gets to hell to spend his time in eternity, he finds it’s a terrible place, full of fire and misery.

CIBC Sees $5 Billion PrivateBank Deal Fueling U.S. Expansion

CIBC on Friday completed its $5 billion acquisition of PrivateBancorp Inc., the holding company of PrivateBank. Larry Richman, who ran the Chicago lender for the past decade, becomes CIBC’s group head of the U.S. region and CEO of PrivateBank.

HighTower entices advisers away from Wall Street institutions

Chicago wealth manager offers an alternative to traditional practices

Blackstone Goes All In on Private Wealth

The alternative manager has been quietly building its private wealth business over the last five years, to the point where 15 to 20 percent of its assets under management now come from retail channels.

Helping the rich get richer is key to U.S. Bancorp growth plan

U.S. Bancorp is doubling down on its very profitable wealth management business.

Morgan Stanley Reimagines Private Banking

The nation’s second-largest wealth-management firm is quietly focused on reinventing the bank’s digital platform.

Family offices move beyond philanthropy

Caprock’s Matthew Weatherley-White opens up on mispriced risks, scaling impact investing and the familiarity of impact portfolios

Merrill Lures $300 Million Morgan Stanley Team -- Street Moves

A Morgan Stanley spokeswoman confirmed the brokers' departures, but declined to comment further.

Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency

With billions of dollars at stake as the next generation accumulates unprecedented wealth, firms looking to attract and retain these investors must revisit their strategies

Charles Stanley is back in the black as the investment manager returns to profitability after rejigging its business

We're increasingly offering holistic wealth management, because the clients are asking for more than just investment management of their portfolios.

Family Office Investment Programs

Some family offices are not aware of the extent of their ability to negotiate fund terms.

FOX to Present Technology and Other Critical Updates for Family Offices

Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum

Only the adaptable thrives in the new landscape of asset managers

Good advice, grounded on data and technology, is becoming a differentiator for companies that can provide it.

Guernsey expert joining impact investment panel in New York

“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.

More Diverse Family Structures Mean Hard Choices when Passing on Wealth

The report found that blended families are the least prepared to transfer wealth, yet have the greatest need because of their complex family structures.

As Wealth Managers Vie for Slice of $166.5 Trillion in Private Assets, Profit Pressure Emerges

Changing and more competitive wealth-management landscape poses challenges, Boston Consulting Group study finds

Seven Tips For Protecting Clients From Elder Abuse

How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?

Wealth Management Data Startup Addepar Raises $140 Million

Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.

All in the Family: The Emerging Role of Family Offices in M&A

The Reimann family, who owns JAB, bought Panera Bread for $7.5 billion last month, a continued trajectory of their many vast acquisitions.

Wealth and Asset Management