Managers of Wealth Americas

Family offices pledge $300m of impact investments

A group of 11 family offices has committed to invest $300 million in clean energy, infrastructure, agriculture and water.

Forbes Family Office Growth Plans Stall

Nobody said it would be easy to build up a multifamily office, much less one with national aspirations, as the Forbes Family Trust is finding out -- the hard way.

RBC Head Calls for Tailored Broker Fiduciary Rules

An extension also must acknowledge that certain essential broker functions could not survive under the same fiduciary standard that governs investment advisors, adds Taft on a conference call with reporters this week.

Strategies of high net worth Canadians

A generation or two ago, for example, people focused on trying to pay off their mortgages as quickly as possible.

Wells Fargo recruits brokers with $1.1 billion in AUM

Eleven brokers from UBS and Merrill Lynch joined Wells Fargo in California

Ultra-Wealthy Inheritors Inherit More Than Money

Money isn’t the only thing passed down ultra-wealthy inheritors (net worth = US$100 million or more). They like everyone else learn a lot from their elders.

Entrepreneur promotes pot to the super wealthy

Cheryl Shuman likes to be called "the Martha Stewart of marijuana."

America's wealth gap 'unsustainable,' may worsen: Harvard study

The widening gap between America's wealthiest and its middle and lower classes is "unsustainable", but is unlikely to improve any time soon

No more secrets - Swiss banks learn to shape up, not shut up

The key paradigm shift is that, in the old days, Swiss private banking imported clients

Wealth Adviser: Getting Past the Guards at a Family Office

The rich, like everyone else, don’t like jargon and really don’t appreciate being made to feel stupid.

Scotiabank’s Wealth Head to Retire Amid Changes

Insurance Canada and International Insurance will be realigned to the Canadian Banking and International Banking Business Lines respectively.

RBC Global Asset Management Inc. announces August sales results for RBC Funds and PH&N Funds

"August proved to be a tremendous month, as we exceeded all other previous August sales results. We continued to capture a significant portion of industry long-term mutual fund net sales," said Doug Coulter, president of RBC Global Asset Managem

Fla. firm targets Greenville private wealth management market

Tampa-based LCG Advisors announced it opened a private wealth management firm, LCG Private Client Group LLC, with offices in Greenville and Tampa.

Two former JP Morgan PB executives to lead new Private Banking division

Latest step to restructure their regional operations in the U.S. Southwest and West Coast and to expand the adviser force there

Personal Capital cuts fees on high-net-worth digital platform

Personal Capital is bringing modern technology to the slow-changing world of investment management.

UBS Wealth Management Americas Introduces Enhanced Functionality for the Equity Plan Business

As part of its ongoing commitment to service excellence for both plan sponsors and participants, UBS Wealth Management Americas, a division of UBS AG, introduced two new exciting features to its Equity Plan Advisory Services offering: enhanced cash awards

Wealth and Asset Management