Managers of Wealth Americas

Wealth Manager Study Says Deals Surged as Prices Dropped

Buyers spent more than $8 billion since Dec. 31 as they absorbed businesses that oversee money for affluent individuals and families.

Where Investors Obtain Wealth Management Services

Brokerage firms often provide wealth management services to affluent investors.

FOX Publishes Guide to Creating and Running a Family Office

The guide documents the challenges faced by families who wish to manage their wealth collectively for the long-term and provides a look inside today's family office.

Private Bankers Fear Volcker Rule Impact On HNW Offerings

Private fund offerings to the wealthy are likely to shrink as a result of Volcker Rule guidelines approved Tuesday by the federal financial regulators, acording to some financial industry officials.

SunTrust to Sell Wealth Management Business for $245 Million

The buyers are a group of RidgeWorth employees and outside investors led by the private-equity firm Lightyear Capital

SunTrust to Sell Wealth Management Business for $245 Million

The deal could be worth an additional $20 million beyond the $245 million sale price depending on the performance of certain RidgeWorth assets.

Merrill Lynch Study Debunks Myth of Gender-based Differences in Investing Behavior

Myths about the innate differences between men and women when it comes to investing behavior and performance are debunked in a new research report published today by the Merrill Lynch Wealth Management Institute.

Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers

Commitment to advisory services, sound recruitment strategies and organic growth are among keys to success in post-crisis world

Turnover hits Deutsche Bank's US mutual fund unit amid outflows

This year, the Frankfurt-based bank has seen turnover of New York-based executives as U.S. capital continues to leave Deutsche Bank's mutual funds, which are branded DWS Investments.

New President of U.S. Bank HNW Seeks New Business from Existing Customers

U.S. Bank’s high-net-worth wealth management unit is sticking to its strategy despite a sudden change in leadership at the top.

TruNorth Merges with BGM Wealth Management

Following the merger, clients will enjoy access to an expanded team of professionals working together to meet their needs

Bank of Montreal Private Banking Firms Honoured by Global Brands Magazine in Multiple Geographies

The Global Brands Awards are given to identify, acknowledge and reward key players that provide exceptional service and performance across different countries and sectors, including finance, education and technology.

Cary Street Partners Acquires Texas-Based RiverStone Wealth Management

RiverStone Wealth Management oversees more than $400 million in client assets

UBS Wealth Management Americas Introduces the UBS Equity Award Value Index TM

UBS has invested nearly $200 million to bring clients cutting-edge technology and industry expertise

U.S. Bancorp Adds Head of Product Services to Wealth Unit

He will spearhead the research and development of banking, wealth planning, investment management and trust products across U.S. Bancorp's wealth management division.

SAC Reaches Deal to Sell Reinsurance Firm

The billionaire trader Steven A. Cohen is one step closer to converting his onetime $15 billion hedge fund into a family office after a tentative deal to sell a reinsurance firm he formed in 2012.

Wealthy Investors Boost Their Borrowing

With interest rates so low, some take on debt and invest the money

RBC Global Asset Management announces November sales results for RBC funds

Sales of equity solutions have rebounded and strong flows continued into balanced solutions, while the demand for income-generating solutions remained strong.

RIAs Grew 8%, Other Advisory Channels Declined by More Than 1% between 2004 and 2012

"The RIA channel has been one of the most buzz-worthy trends in the financial advisory and asset management industry in recent years," states Bing Waldert, director at Cerulli. "RIAs are the sole growth story in a shrinking industry."

Morgan Stanley Amps Up Lending to Boost Wealth Margins

Morgan Stanley's brokerage business historically focused on helping clients invest in stocks and bonds

Wealth and Asset Management