Managers of Wealth Americas

CAB Passes $3 Billion in Family Office and High Net-Worth Advisory Clientele

"Our world-class team of professionals work as trusted advisors

Raymond James Profit Rises 36%

Raymond James Financial Inc. said its fiscal first-quarter earnings rose 36% led by growth in its private client group and asset management segments.

BNY Mellon Opens New Wealth Management Office

Further strengthens its presence in the fast-growing Southern California Wealth Market

Legend Advisory Corporation Announces Wealth Management Platform

The open-architecture system helps advisers simplify and increase the efficiency of their advisory business.

Wealth Adviser: Generation Y Doesn’t Like Phonies

Financial advisers are no strangers to the mantra that they need to pay more attention to the young men and women of Generation Y.

BofA Merrill Lynch Fund Manager Survey Finds Ongoing Rise in Optimism for 2014 Growth

Rising Overvaluations No Bar to Overweighting Equities

GenSpring Establishes Los Angeles Family Office

Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California

The Wealth Management Hunger Games

But how does this stack up against some of its “Big 5” competition?

Credit des Alpes Forms Property Venture With Miami Firms

Swiss bank Credit des Alpes SA said it formed a real estate venture with three Miami companies as the U.S. housing market recovers.

Morgan Stanley’s Staid Wealth Management Boost Earnings

Its pre-tax profits in wealth management increased by 26% from last year.

After prostitution arrest, $4 billion hedge fund to become family office

Roughly five months after the arrest of CEO Jim Bisenius in a prostitution sting, Common Sense Investment Management is closing its doors and becoming a family office

First Republic Reports wealth management assets up 32.9 pc

Core EPS up 24% and Wealth Management Assets up 33% for the Year

Citigroup Earnings Rise, Helped by Cost Cuts

Citigroup Inc.'s fourth-quarter profit more than doubled from a year earlier as the bank reined in expenses and bounced back from a 2012 quarter weighed down by heavy charges.

The Family Office Dynamic: Pathway to Successful Family and Wealth Management - Credit Suisse Private Banking White Paper

The paper also provides an analysis of important topics and issues to consider when deciding whether to establish, or restructure, a family office.

Wealth and Asset Management