Managers of Wealth Americas

Merrill Loses Veteran Wealth Manager to UBS -- Street Moves

Bank of America Corp.'s wealth-management unit has lost a 33-year veteran.

RBC to shrink wealth management business in restructuring that could hit 300 employees

Royal Bank of Canada is shutting down its international client-wealth-management business in the Caribbean, along with some international advisory businesses in Canada and the United States, following a “strategic review.”

Morgan Stanley Wealth Management Forms Global Sports & Entertainment Division

An inaugural group of Financial Advisors across the country has been chosen for their experience working with athletes, entertainers, directors, writers, producers, owners, agents and business managers.

BKD unit merges with Chicago wealth management firm

BKD Wealth Advisors LLC continues to grow its footprint around the nation, announcing a merger with Chicago-based Wolf Financial Management.

The Spaulding Group Wins Industry Awards

The Wealth & Money Management Awards recognize companies and individuals in the investment and financial services sectors who have made outstanding achievements in their fields.

New Wealth Management Firm to Transform Business as Usual

No more “pay for play,” no more marketing costs, no more hidden fees, and no more confusing commission schemes.

Most Single-Family Offices Are NOT High Functioning

The Ultra-Wealthy Have Counted On Single-Family Offices To Grow And Protect The Family Fortune For Generations. However, Only One In Five Are Meeting Pre-Determined Criteria For Success.

Triad Advisors Welcomes Wealth Management Group of North America To Its Broker-Dealer And Hybrid RIA Platform

Connecticut-Based Independent Hybrid RIA Advisory Firm Focusing on Integrated Financial Services Brings Approximately $130 Million in Client Assets

Jewish Communal Fund Launches Private Client Group

Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday

Greenwich's rise as a 'hedge fund capital'

It's Thursday night in Greenwich, and the sounds of wine glasses clinking and shoptalk reverberates through the hallowed halls of Indian Harbor Yacht Club as 200 hedge fund professionals mingle and sip.

Wealth management firm from Philly opens D.C. office

A Philadelphia-based wealth management firm, whose specialty is working with wealthy people very wealthy people has opened a D.C. office.

Synovus Family Asset Management Again Named To Bloomberg Markets List of “The Richest Family Offices”

The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.

State Street to Sell Hedge Fund Business in Management Buyout

State Street Corp. (STT) is selling its hedge fund investing business to the unit’s senior management.

UBS to Cap Bonus of Forex and Metals Staff on FINMA Orders

The measures were imposed as the regulator detected the company’s misconduct in its forex trading business.

Jamie Kempner of Loeb Partners says Family Offices Want to Invest Directly

He is a descendent of the legendary Loeb banking family, and the son of New York socialite Nan Kempner, known for her charity work, collection of couture and spending "more than I should, and less than I want."

One of the largest buyers of registered investment advisers is beefing up its network of advisory firms

The firm has completed 23 RIA and broker lift-out transactions this year

Wealth Management is Good for Banks

Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.

BofA's U.S. Trust hires a dozen advisers in October

U.S. Trust does not disclose assets under management or annual revenue production for the new hires.

LPL Adds $520M Firm To Hybrid RIA Platfrom

The firm only employs four advisors currently but hopes to attract experienced advisors throughout the Gulf Coast region.

US Banks' Shift to Wealth Management Generally Positive

Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed

Wealth and Asset Management