Managers of Wealth Americas

Father and Daughter Wealth Management Team receive prestigious awards

This year the Father/Daughter team were presented with top honors

RBC Global Asset Management announces July sales results for RBC Funds and PH&N Funds

Assets under management increased by 0.9 per cent.

Lebenthal lands $600 million BNY Mellon team

The Goldstein-Patterson Group managed more than $600 million in client assets at BNY Mellon.

New US Private Wealth Management Group launched

The focus of this new group is to provide private wealth planning and investment management services to business-owners, entrepreneurs, and high-net worth individuals and families whose portfolios include private assets and alternative investments.

Wealth Managers Enlist Spy Tools to Map Portfolios

Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.

Wealth Management Team Launches Arbor Trust Wealth Advisors as an Independent Advisory Firm

Arbor Trust Wealth Advisors was created to provide sophisticated investment and estate planning advice to our highly educated community

Wise Business Plans Now Crafting Custom Plans for Wealth Managers

Those in the business of wealth management understand the value of carefully calculated risk and the satisfaction of making decisions that lead to success

Mariner acquires Allied Business Group

Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, today announced it has acquired Allied Business Group.

Gibraltar Private Bank returns to profitability, loan quality improves

Gibraltar warned shareholders in its annual report that federal regulators notified it in February of their intent to hit it with a new enforcement action

Atlantic Trust recognized as a top U.S. wealth management firm

Atlantic Trust is committed to providing investment excellence along with the highest quality client experience.

Volcker rule catalyst for hedge fund development

William Michaelcheck, founder, partner, co-chief investment officer and chairman of Mariner Investment Group, believes the regulatory landscape has created significant opportunities for hedge funds

Legg Mason profit rises 51 pct

Asset manager Legg Mason Inc's net income rose 51 pct in the first quarter, driven by increased assets under management and lower operating expenses.

Ameriprise profit rises on wealth management unit

Ameriprise Financial Inc. said its earnings rose 16.5% as the financial-services company posted a strong performance in its advice and wealth-management unit.

Advisor Comp Up 8% at UBS Wealth Management Americas

UBS Wealth Management Americas saw profits slip 3% year-over-year, due in part to financial advisor compensation, according to the firm's latest earnings report.

JP Morgan questioned on private bank impropriety

Being transparent is part of our normal course of business and it's what drives our client communications

Former Bear Stearns chairman Greenberg dead at 86

Alan "Ace" Greenberg, the former chairman and chief executive officer of Bear Stearns Cos Inc, died on Friday at the age of 86 after a bout with cancer.

Cantor Fitzgeraled seeks global bolt-ons

Cantor Fitzgerald is looking to “aggressively” bulk up globally across asset management and investment banking, with the US brokerage setting its sights on acquisition targets on both sides of the Atlantic.

Financial Times Recognizes Convergent Wealth Advisors among Top Financial Advisors Nationally

Financial Times has distinguished Convergent Wealth Advisors as one of the Top 300 Registered Investment Advisers in the U.S. in the 2014 list.

Investors Want to Access Financial Advisor Profiles and Ratings

Investors are growing more interested in using mobile technology for financial purposes.

Morgan Stanley profits jump 46%

Wealth management pretax margin 21 pct vs 18.5 pct

Wealth and Asset Management