Managers of Wealth Americas

Planning for Family Philanthropy

Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.

The moment Sallie Krawcheck got hooked on social

The Ellevate chair spoke with Fortune’s senior editor at large Pattie Sellers about the importance of investing in your connections on social.

Wells Fargo Launches ‘Wells Fargo Investment Institute’

New Investment Unit to Be Led by Darrell Cronk

RBC Takes $15.8 Million Charge on Wealth-Management Business

Royal Bank of Canada, the country’s second-largest lender by assets, took an C$18 million charge in the fiscal fourth quarter tied to its wealth-management business.

Affluent Investor Mindset: Alternative Investments

Compared to other investors, those who invest in alternatives are more likely than those who do not to describe their risk tolerance as aggressive or most aggressive.

This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts

As 2015 approaches, estate planning and wealth transfer should be top of mind, especially for your high-net worth and ultra-high net worth clients.

Haisman Wealth Management and Carnegie Investment Counsel merge

Two well-acquainted investment management firms have merged, bringing a permanent presence of a preeminent money manager to Florida.

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Managing the Issues of Ultra-High-Net Worth Clients

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”

The highly effective habits of superinvestors

They're bullish on the economy.

Family Offices Are Successful Middle-Market Investors

While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.

Wealthy Investors Want More Private Equity

While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.

SEI Hosts Inaugural Women's Network Leadership Summit

Event to Feature Speeches, Panels Aimed at Helping Women Achieve Success

SEC Commissioner Gallagher: Millionaires Can Fend for Themselves

Last week I had the opportunity to attend the 2014 Government-Business Forum on Small Business Capital Formation in Washington D.C. where Commissioner Daniel M. Gallagher gave his opening remarks after the first panel.

Barclays says its Swiss private bank drops out of U.S. tax deal

Barclays' private bank in Switzerland has dropped out of a U.S. programme aimed at cracking down on wealthy Americans evading taxes through hidden offshore accounts, the British bank's market head for Switzerland said on Thursday.

RBC Global Asset Management Receives Multiple Distinctions at 2014 Morningstar Awards

We are incredibly honoured to be recognized amongst our industry peers," said John Montalbano, CEO of RBC GAM Inc

Family Office Accounting Practices Are In High Demand

BNY Mellon is looking to attract foreign money through a two-fold approach

The strategy is being incorporated at a time when competition is intensifying among major global banks in Asia Pacific’s wealth management sector

Mercantile launches a Private Bank. For entrepreneurs only.

Mercantile Bank has just launched a Private Bank that holds its very own form of differentiation – offering private banking exclusively to entrepreneurs.

RBC Leaders Honoured as Canada's Most Powerful Women: Top 100 Award Winners

The award espouses the traits of bold leadership and recognizes the diverse contributions of these inspiring women.

Wealth and Asset Management