Managers of Wealth Americas

Creating a “Safe Zone” With Family Philanthropy

Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment

New independent wealth specialist firm launched

Based in Reston, the two founding partners and their 20+ person team advise $2.5 billion in client assets.

The time is now for young financial advisers

For new advisers trying to gain a foothold in an age-based industry, the struggle is real. But not impossible.

Raymond James' $17M fine over anti-money-laundering failures should be a wake-up call

Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter

Raymond James to buy wealth manager with 72 advisers

3Macs has 72 advisers overseeing approximately C$6 billion in client assets under administration, according to Raymond James.

Typical family offices invest 11% of portfolio into hedge funds

The respondents were primarily U.S.-based with an average asset size of $7.6bn. When one large outlier was removed, the average assets fell to $1.4bn.

The Growing Appeal Of The Celebrity Family Office

The world of these accomplished entertainers and athletes, enable them to capitalize on some of the most sophisticated wealth management services available.

J.P. Morgan's Bank for the Rich Is Cutting About 100 Jobs

The private bank, which boasts a host of wealthy clients, also recently cut as many as 30 staff from its Asia region.

The New Face Of Elite Concierge Healthcare

This is where comprehensive longevity planning driving by concierge healthcare firms comes into play.

Psst! Here’s How Financial Advisors Can Profit From The Gender Gap

Quite often, women take longer to choose an advisor,” he added.

JPMorgan Said to Cut Almost 100 Employees in Its Private Bank

While banks have cut thousands of employees since the financial crisis, wealth-management operations have been generally spared the worst as the business has grown along with the fortunes of clients.

Wall Street bonuses seen falling in 2016

The sharpest drop probably will be in fixed-income sales and trading

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.

Wealth and Asset Management