Managers of Wealth Americas

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.

How Global Single-Family Offices And The Super-Rich Are Increasingly Selecting Tax Professionals

What is changing is the increasingly proactive approach many global single-family offices and many of the super-rich are taking to identify and engage high-caliber tax professionals.

Sotheby’s, in a Gamble, Acquires Boutique Art Advisory Firm

The firm, Art Agency, Partners, will lead a new fine art division within the auction house, focused mainly on 20th- and 21st-century art.

Global Wealth Partners Joins DFPG Investments, Inc.

This addition comes at the end of a year during which DFPG experienced a continual stream of new reps joining their firm.

Two Things That Don’t Usually Go Together: A Ferrari, Saving Money

A financial adviser sprang into action when a wealthy client called from a dealership

Walton Foundation Pledges $1 Billion For Charter Schools

Charter schools were first created in Minnesota in 1992, touted as a way to promote innovation in public schools.

US wealth manager merges with Family Office

Merger will support family office services with focus on sustainable and impact investing

AMG Announces Investment in Baring Private Equity Asia

Tulsa-based banking giant acquires wealth management firm

Financial terms of the deal were not disclosed.

Bank of the West Introduces New Donor-Advised Fund

Bank of the West Wealth Management Group introduces a new donor-advised fund through its recently launched Family Wealth Advisors group.

Lebenthal acquires growth, income-oriented equity shop

This deal brings Lebenthal’s total assets under management to $2.5 billion.

Wealth and Asset Management