Managers of Wealth Americas

Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients

Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models

Affluent Investors Take More Positive Long-View of the Market

Affluent Millennials express the most optimism about where the market will be in 12 months.

Nineteen Counselors at The Colony Group Recognized as Five Star Wealth Managers

Five Star Professional conducted extensive research to find wealth managers, CPAs, and estate planning attorneys that have a proven record of excellence in client service.

The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?

There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.

Nicola Wealth Management Named as a Finalist in New York-based Private Asset Management Awards

While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.

Tred Avon Family Wealth opens

Family office services include investment and portfolio oversight, risk management, advisor coordination, asset allocation management, insurance oversight, tax strategies, retirement planning and philanthropic stewardship.

Bank of the West Promotes Members of its Southern California Wealth Management Team

"It is rewarding that clients are looking to Bank of the West for solutions to their wealth management needs," said Edward Mora, senior vice president and regional manager in Bank of the West's Wealth Management Group.

Wells Fargo (WFC) Position Maintained by Edge Wealth Management

A number of other hedge funds also recently made changes to their positions in WFC.

Ultra-High Net Worth Families Would Be Well Served To Plan For Predictable and Recurring Major Market Shocks

We have seen this story play out many times before, and we will see it again.

Morgan Stanley Wealth Management Launches New Manager Analysis / Scoring Process for Fixed Income

As the ‘adverse’ denotes, one of the keys to the process is finding fixed income managers that have been able to outperform their peer groups in environments that have been unfavorable for active manager relative performance

Morgan Stanley Wealth Management Introduces New Tool Kit to Effectively Integrate Investing with Climate Change and Fossil Fuel Impact Goals

Provides Innovative Approaches to Implement Climate Change and Fossil Fuel Aware Investing

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.

Wealth and Asset Management