Managers of Wealth Americas

Big bank brings wealth management services to Albuquerque

The new array of services could ultimately include portfolio management, trust services and more

8 Wealth Management Trends for 2016

The coming year will bring rapid changes in technology, regulations and M&A, among others.

The World's Richest People Got Poorer This Year

The richest people on Earth became a bit poorer this year.

National Association of Professional Women Inducts Kathryn Hayden, Account Vice President, UBS Financial Services, Into its VIP Professional Woman of the Year Circle

Kathryn Hayden selected for her outstanding leadership and commitment within her profession

You Don't Have to Be a Billionaire to Buy a Big Building in Manhattan (or, a Piece of One)

"That really changed the landscape of access," said Adam Hooper, CEO of RealCrowd, a San Francisco-based startup that brings equity crowdfunding to the real estate industry.

Justice Department Announces Four Banks Reach Resolutions Under Swiss Bank Program

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

Meet Kim Jenson, managing director at UBS Wealth Management and a Woman of Influence

I am passionate about attracting more women to our industry

The Future of Wealth Management

This is not to say that advisors should ignore the short term, but they’d be well served to pay more attention to where the industry is going long-term, or at least three to five years from now.

Best of 2015: Wealth Management in an Extreme World

We can focus on the myriad challenges facing the business of private wealth management, but I hope you expect nothing less of me than to think of the clients first.

JPM wealth arms fined $307m over client disclosure failings

JP Morgan has admitted disclosure failures and will pay the SEC $267 million in penalties and disgorgement.

CIBC Possibly Eying Greater Role In U.S. Wealth Management Space

Chief Executive Officer Victor Dodig has sought to expand CIBC’s U.S. wealth-management business, earmarking as much as C$4 billion $2.87 billion as recently as October to pursue takeovers.

Credit Suisse Claims UBS Raided Staff

Roughly 70 of 300 brokers left for UBS in recent months

UBS Boosts Bonuses for Top Teams in 2016

All members of a team meeting the hurdles will individually receive payouts based on what the team’s highest producer receives, UBS says

Wells Fargo to Nudge Brokers to Get Bigger Clients

Change is bank’s latest push to compete for clients who have millions of dollars in assets

HazelTree and Goldman Sachs Asset Management Announce Strategic Partnership to Help Investment Managers Manage Cash Holdings

Rules-based “sweep” developed in response to banks’ compliance with Basel III guidelines

Wealth and Asset Management