Managers of Wealth Americas

UBS Whistle-Blower Birkenfeld Seeks Permission to Move to Europe

UBS paid $780 million to avoid prosecution

Warburg and Carlyle snap up rating agency

The buyout pair completed a deal for the Toronto-based company in partnership with a consortium of Canadian-based individual investors, including DBRS founder, Walter Schroeder, and other members of the company’s management team.

The Five: Small business questions to ask your financial adviser

Everything you own for personal use, pleasure or investment is a capital asset.

Natixis Global Asset Management Closes NexGen Financial Acquisition

The Arrangement constitutes a change of control of NexGen Financial Limited Partnership, the manager of the NexGen mutual funds, effective today.

Legg Mason board OKs new share purchases by top holder Trian

Baltimore asset manager Legg Mason Inc's board has approved additional future share purchases by its top investor, Trian Fund Management, according to company filing on Friday.

Manulife Asset Management Shares Investment Insights in "Global Intelligence: The Year Ahead"

Monetary policy divergence, needed structural reform in many economies, declining oil prices and a strengthening U.S. dollar cited as key topics for investors in 2015

Anne Hoagland, JPMorgan Asset Management Executive, Dies at 62

Anne Hoagland, an executive director at JPMorgan Chase & Co. (JPM)’s asset management unit who specialized in researching large real-estate deals for institutional investors, has died. She was 62.

Chris Finlay Headlines Ivy Family Office Art Basel Forum

The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.

White: SEC To Focus On Asset Management Risks In 2015

SEC Chair Mary Jo White announced in a speech at The New York Times DealBook Opportunities for Tomorrow Conference, that she has chosen to focus on the regulation of funds and their advisers.

Manulife Asset Management Shares Investment Insights in "Global Intelligence: The Year Ahead"

Manulife Asset Management has issued its annual "Year Ahead" report, which highlights monetary policy divergence, the need for structural reform in many economies, declining oil prices and a strengthening U.S. dollar as key topics of interest to

Financial Advisor Usage: Going from "No" to "Go"

The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.

Wealth management ramps up in Houston, brings regulators along for the ride

Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust

Wells to raise minimum stock commission size for FAs

A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up

BMO Global Asset Management Launches Alternative Strategies Fund

BMO Global Asset Management today launched the BMO Alternative Strategies Fund which seeks to provide investors with an additional source of portfolio diversification and return over varying market environments.

First Canadian Independent Wealth Management Firm to be Nominated for 2015 Private Asset Management Awards

Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards

Inside Wealth: Some of the rich collect art. Others collect passports.

Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.

Maryland nonprofits investing in offshore accounts

When the Chesapeake Bay Foundation, the Johns Hopkins University and other Maryland nonprofits want to maximize the money they can spend in pursuit of their missions, they do what many wealthy individuals and businesses do.

Cincinnati Financial expands into world of $10 million homes, yachts

Cincinnati Financial will expand into states it didn't previously serve as it reaches out to wealthy customers.

UBS Boosts Payout for Advisor Business Growth in 2015

Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.

Wealth management firm launches in Boca Raton

Investment firm Pure Wealth Advisors has launched in Boca Raton.

Wealth and Asset Management