Managers of Wealth Americas

Bank of the West Moves Upmarket

To be sure, competition for business is fierce, with countless firms fishing for a limited number of super rich clients.

Evercore announces the opening of Evercore Trust Company of Delaware

Darlene Marchesani is the Chief Trust Officer and Trust Counsel of Evercore Trust Company of Delaware

RBC wins top awards for innovation in global private banking and wealth management survey

Survey results are based primarily on a peer ranking methodology.

PCR Launching Next-Generation Wealth Insight Products And Services

"Reporting is obsolete," declares award-winning wealth data aggregation and reporting firm

What's Your Story? HNW Advisors May Need Better Marketing

The divide is caused by marketing that doesn’t tell the story behind the brand and by campaigns that fail to reach clients where they are, he said.

Sovereign wealth fund selling a major concern: Credit Suisse

Robert Parker of Credit Suisse Asset Management sees another one or two moves by the US Federal Reserve this year

PCR Launching Next-Generation Wealth Insight Products And Services

Private Client Resources, the leader in wealth data aggregation and reporting for ultra high net worth clients and investors, announced today the launch of a series of innovative new products and services.

Why Single-Family Offices Are Moving To Direct Investments

Direct investing affords family office stakeholders the opportunity to have a profound impact on the outcome of an investment.

Mo’ Money, Mo’ Problems: The Rise of Wealth Therapy

Wealth therapists help the 1 Percent talk through the afflictions of affluence.

Integrated Wealth Management Growth Drives Decision to Move Headquarters to Palm Desert

This growth has driven our decision as we believe it is more efficient for operations to be closer to the majority of the firm’s advisors.

Financial Crisis ‘Cast Long Shadow on Investors’: UBS

Survey of wealthy and affluent investors finds nearly 90% are keeping or increasing cash holdings since 2008

Wealth Managers, Start Paying Attention To Social Impact

One of the striking features of the report in recent years, is the increasing interest among wealthy individuals regarding social impact.

BNY Mellon to buy Menlo Park investment firm

Atherton Lane Advisers co-founders Perry Olson, Janet Littlefield and Gary Patterson will join BNY Mellon Wealth Management, with Mr. Olson assuming a senior leadership role, the company said.

Socius Family Office Recognized for Growth and Innovation

Independent, South Florida Based Firm Shows Dramatic Growth In Demonstration of Innovative Client Service Model

How to Build a Family Office Environment

UBS's Ira Walker explains how he's remaking his service model

Time to quit Wall Street for a job in the Caribbean? South America?

Want a job in the Caribbean or somewhere else with a warm climate?

Soccer Capt. Takes A Pass, Scores in Wealth Management

Chandler, now Head of Wealth Management Advisor Group, East,at UBS, was born in Denver to two school teachers.

Northern Trust Asset Management Launches New Generation Target Date Solution – Life Engineered™

New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life

U.S. Trust Announces 6 New Hires

U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.

'Penta-Millionaires' Numbers Grow

Phoenix Marketing is an information resource on affluent and high-net-worth individuals and households.

Wealth and Asset Management