Managers of Wealth Americas

North America is going to get a new billionaire every 6 days

The number of millionaires in North America is also expected to jump by 33% over the next five years, rising to 19.7 million.

Wealth Management Firm Launches New Website to Help Financial Advisors in CT Deliver Personalized Advice to Retiring Baby Boomers

More than 10,000 American Baby Boomers retire every day, and with interest rates on fixed income investments at near all-time lows

Pershing launches gold bullion service

GOLDRs, which may be held within a brokerage account, represent an investor's ownership

InvestaBank to purchase Deutsche Bank assets despite scandal

A spokesman for the IPAB, which insures deposits, also said it did not yet have a final verdict.

BNY Mellon Selected as Successor Depositary by Credit Suisse Group AG for its American Depositary Receipt Program

It provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland.

Kochs and Other Madoff Investors Are Winners in Fight Over Profits Held Abroad

The decision can be appealed to the Federal District Court.

IFG Network: How Family Offices Connect

The most recent IFG Wealth Management Forum continued a tradition of providing an intimate environment for families and selected service providers to engage in a meaningful way.

Mutual Wealth and CII launch adviser academy

The launch of the Investment Academy is in response to a change to the CII’s Chartered firm criteria

The Amgen Inc. Stake Increased By Boston Private Wealth LLC

A number of other hedge funds have also recently bought and sold shares of the company.

Eagle Gates Group wins accolades at the Chicago Wealth Management Awards

The Best International Wealth Management Provider award was open to banks and wealth management boutiques providing wealth management services to clients.

North Star Asset Management Inc. raises stake in Sei Investments Co.

Several other hedge funds have also modified their holdings of the company.

LPL Welcomes Back $245M Team, 6 Advisors

Meanwhile, Korean-American bank in Los Angeles affiliates with Cetera BD

UBS's head of U.S. wealth management bullish about growth

The cuts are part of a broader effort to boost lagging revenue.

UBS Investor Watch Report Shows 9% Increase in HNW Investor Confidence vs. Pre-Election Sentiment

This rise is driven by a sharp increase in optimism among Trump supporters that outweighed a decline among Clinton supporters.

Morgan Stanley Global Stock Plan Services to Partner with Solium Capital; Shareworks Platform Will Provide Leading Technology for Stock Plan Clients

Solium Capital Inc. provides cloud-enabled services for global equity administration, financial reporting and compliance.

Built with Purpose - Bank of the West Wealth Management Group Focuses on Helping Clients Find a Purpose in their Philanthropy

Bank of the West educates and empowers investors to think strategically and holistically about philanthropic goals and identify ways to deploy capital to meet those goals

Wealth and Asset Management