Managers of Wealth Americas

Bridgepoint Said to Agree $2.2 Billion Portfolio Sale

Bridgepoint has transferred its interests in a number of the residual assets in Bridgepoint Europe III to a global institutional investor

Family offices rise to center stage at venture conference in St. Pete

A discussion on family offices is part of the agenda for the first time at the organization’s Florida Venture Capital Conference.

RBC Global Asset Management launches RBC Global Growth & Income Fund

RBC Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers.

RBC Global Asset Management Expands Suite of US$ Investment Solutions for Canadian Investors

RBC Corporate Class Funds are available to individual investors through four options: Series A; Advisor Series; Series F (available via financial advisors); and Series D (available via direct-to-client platforms).

Goldman Sachs and Morgan Stanley CEOs get pay cuts amid market turmoil

Goldman Sachs' revenue fell 2 per cent in 2015

Miami Dolphins owner Stephen Ross makes a big New York win

Ross’s New York-based Related Companies team is faring far better.

Hedge fund billionaire opens shop in Miami Beach

Appaloosa recently opened a small office on Washington Avenue in the heart of South Beach, the Miami area's flagship vacation destination

BNY Mellon to Acquire Assets of Atherton Lane Advisers of Menlo Park, California

"Atherton is located in the heart of Silicon Valley, which is a key wealth market for our national and global expansion strategy.

Case Study: The Single-Family Office Maximizes Relationships

The approach of the investment team was a combination of an alternative fund-of-funds with the occasional later stage direct investment.

Wealth Management is no Sure Bet For Wall Street Revenue

"It is a business that's been under pressure," said Steven Chubak, an analyst at Nomura Holdings Inc. "Macro uncertainty and a challenging macro backdrop are starting to impact levels of transactional activity."

Wells Fargo wealth unit shows strain of great expectations

In the brutal revenue environment since the financial crisis, Wells Fargo and other banks have turned increasingly to wealth management to boost returns.

Berwyn wealth advisor joins larger firm

The merger with Berwyn-based Weathervane closed in July 2015 and was the first JFS office in eastern Pennsylvania.

Wilmington Trust Adds Two Senior Advisors to Palm Beach Office

As demand for Wilmington Trust’s Wealth Advisory services grew in the market

Goldman Sachs To Shell Out $5B To End MBS Probes

Goldman Sachs said as a result of the $5.06 billion settlement, its fourth-quarter earnings will be affected by approximately $1.5 billion on an after-tax basis.

Swiss bank Julius Baer reaches deal to settle US tax dispute

Julius Baer was one of several Swiss banks that came under pressure in recent years over allegations they helped American clients cheat on taxes.

Family Office Metrics members join EY

Family Office Metrics, one of North America's foremost family office management consultancies, was named "Best Management Consultancy" at the Family Wealth Report Awards in 2015

Billionaire Safra has no plans to buy BSI from BTG Pactual

Joseph Safra is the world's richest banker with a fortune valued at $14 billion by Forbes Magazine.

Judith McGee, Chair/CEO of McGee Wealth Management Wins 2015 Top Advisor By Researcher's Magazine

We're proud to be associated with a financial professional and person of Judith’s high standing

CIBC CEO says not planning asset management acquisitions

Can we do something that would be accretive by year three?

Family Offices Make Way for a New Generation

The family office business is all about trust.

Wealth and Asset Management