Managers of Wealth Americas

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

Serving the Merely Affluent

Wealth managers fight to win the business of people with $1 million or more, but pay considerably less attention to the merely affluent.

How Accounting Firms Become Family Offices

These days many accounting services are considered commodities; there are more competitors vying for the same business with no discernible difference between offerings and consistent downward pressure on fees in order to attract new revenue.

Helping High-Net Worth Clients With Charitable Giving

Once accomplished individuals, including CEOs, business owners or high-profile athletes and entertainers, achieve a certain level of success there inevitably comes a time when they begin to ask themselves, ‘What’s next?’

Is a Robo-Advisor Right for You?

Robo-advisors, or firms that interact with clients mostly online, have become quite popular.

With rise of wealth management, a call for more RIA audits

The year 2014 has so far shaped up to be a banner one for wealth management.

How To Invest Like a Millionaire Without The Millions

This is why many financial institutions have minimums of several million dollars.

Morgan Stanley managers depart amid reorg

A number of Morgan Stanley Wealth Management directors have left the firm amid a reorganization of the managed-accounts unit and streamlining of operations

Citi Private Bank Barred From Selling Alts.

Citigroup’s $285 million mortgage-backed securities settlement has cut it out of the hedge-fund sales business, at least for the time being.

Kanaly Trust partners with Meritage Capital to create alt investment solutions for HNWs

The partnership is designed to offer high net worth individuals access to better managers.

Lichtenstein-based private bank pulls Swiss arm out of US programme on tax evasion

A spokeswoman for the bank said it had set aside 3 million Swiss francs ($3.3 million) in provisions for the investigation.

Dementia: The Growing Retirement Risk

“It came on fairly quickly,” Gutzke, a wealth management advisor in the high-net-worth unit of Minneapolis-based U.S. Bank, says of his once-sharp client.

Seven things you should know about Raja Sharma

Sharma is managing director for Merrill Lynch Private Banking and Investment Group

Convergent Wealth Advisors Shines as Luxury Wealth Manager

The Luxury Institute has announced Convergent Wealth Advisors as third out of 39 leading national wealth management companies and private wealth managers in their 2014 LBSI Wealth Management Survey.

Adviser Bonuses Add Up to Billions at Morgan Stanley, UBS

Morgan Stanley Wealth Management now has a combined $5.2 billion outstanding in forgivable loans to advisers–which works out to $321,402 per adviser in its ranks, InvestmentNews says.

Independent provider of private client, corporate and fund services opens an office in New York

Second representative office in the USA, adding New York City to its well-established presence in Miam

ORTEL: Create an American sovereign wealth fund

New York-In America, the cradle of capitalism, we need to have a sovereign wealth fund.

Wealth and Asset Management