Managers of Wealth Americas

Stanford Investment Group to Join Aspiriant

The team from Stanford Investment Group will remain in its current office location in Mountain View, California.

Women run fewer than 5% of hedge funds for large investors

Underrepresentation of females worse in alternatives than mainstream asset management

Northern Trust Wins Award for Hedge Fund Administration

This award validates our emphasis on client-driven innovation and solutions to meet the complex and evolving needs of the hedge fund industry.

'Scale is What Maked This Thing Work': IA Executive on Hollis Purchase

IA Clarington will absorb HollisWealth’s $34 billion in AUA, 800 licensed advisors, 400,000 active client accounts and 300-plus locations.

Activists say J.P. Morgan and Bank of America Have a Big Gender Gap Problem

The investors, who have made headway on pay disparity with tech giants including Amazon and Apple, are trying to do the same in the finance sector.

Industrial Alliance Poised to Become Wealth Management Giant

HollisWealth is one of the biggest wealth managers in Canada

Sad! Hillary Clinton to host party and grieve with millionaire donors in one-time Trump hotel

The Plaza Hotel is quite a choice of location.

Nicola Wealth Management's CEO, John Nicola announced as one of Canada's Most Admired CEOs of 2016

NWM's corporate culture was recognized in 2015

Class Action: Why Philanthropists are going back to school

Instead, formal education provision across the world remains patchy.

Investec puts emerging market equities on hold

The firm believes growth assets will gain support after the positive impact of the Donald Trump victory November, Stopford told Last Word's Fund Selector Asia on a recent trip to Hong Kong.

Mexican billionaire: Israel challenges US leadership in high tech

Slim is considered one of the world’s 10 richest people, according to Forbes magazine.

Bank Hapoalim to sell Miami portfolio to Safra Bank

$16.5 million deal subject to regulatory approval; client services expected to be transferred by March 2017

Wealthy seen snaring a $21 billion gift with Trump tax overhaul

Wealthy families use a discount strategy to pass on shares in their privately owned businesses and family offices

Regions Bank Recognized by Greenwich Associates for Excellence in Wealth Management and Personal Investment Services

d the Wealth Management Group in June 2011, integrating its Trust, Private Banking, Asset Management and Insurance units within a single group.

NBA legends launch new baseball-focused private equity firm Dugout Ventures

Dugout Ventures was created to leverage the baseball knowledge and expertise of current and former players to support some of the best brands and companies within the sport.

Private Wealth Systems Shortlisted for "Best Client Reporting" Award by Family Wealth Report (FWR)

Recognition based upon Private Wealth Systems' leadership in reshaping the future of private wealth reporting.

The Care and Feeding of Large IRAs

Perform annual checkup meetings with your clients

New York-based wealth management firm opens new Chicago office

New York-based wealth management firm formally announced the expansion of the firm with the opening of a third office in Chicago, Illinois.

RBC Wealth Management net income up 55% from a year ago

Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.

Credit Suisse Said to Freeze Accounts in Search for U.S. Assets

Credit Suisse was one of 85 Swiss banks that signed agreements with U.S. prosecutors admitting they helped Americans evade taxes

Wealth and Asset Management