Managers of Wealth Americas

Family friction perceived as biggest wealth management obstacle: report

Working through financial decisions in isolation or failing to communicate effectively can disintegrate a family’s wealth far more quickly than it was accrued.

Focus Financial helps breakaway Merrill Lynch Advisors Launch new firm

The two have worked together at Merrill since 2006, serving clients in 40 states, though their client base is primarily concentrated in Massachusetts.

Abbot Downing ranks among world's richest family offices

More than one-third of Abbot Downing's 280 employees are based in Minneapolis.

Family connections

Commercial Real Estate can favorably impact an investors return given certain provisions in the IRS code, such as depreciation.

Art Appreciation as a Lure for Ultra-Wealthy Clients

Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.

Morgan Stanley (MS): Stealing Retail Banking From Banking Giants?

Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products

Wealthiest home buyers look to the US, UK and Switzerland, new study shows

UHNW buyers look for residences that are environmentally sustainable, technologically sophisticated, or that fit better with their personal and family needs.

Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows

Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.

Unsubscribe by Tim Price

Well, the truth hurts sometimes, whether it’s our truth or somebody else’s.

Rich retirees fear they’ll outlive their wealth

Each of these affluent Americans today has a minimum of $1 million in investable assets; hundreds have at least $5 million.

Investment in Abax Investments

We have deep respect for the experience and talent of the management team

Citi Launches Wealth Institute for Top Advisors

Citigroup's top financial advisors are headed back to school.

Mirae Asset Securities to offer wealth management services

For such a restructuring, it has recruited experts in wealth management and investment consulting from the local talent pool and plans to additionally take on new hires.

UBS Shares Its Strategy for Its Wealthiest Clients

There is a lot of sophisticated analysis packed into Haefele’s seemingly innocuous remark.

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors

Providing research to the Wealth Management division is an exciting endeavor for our firm

RBC named "Best Private Bank in Canada" by Global Private Banking Awards for fourth consecutive year

Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"

FOX Introduces Technology Consulting Services for Family Offices

The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton

Book Review: The Single Family Office

He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.

Catholic Wealth Management: Thou Shalt Invest for Impact

Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse

Deutsche Asset & Wealth Management Acquires Class-A Chicago Residential Property

The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.

Wealth and Asset Management