Managers of Wealth Americas

BlackRock's Fink says letter to CEOs triggered angry phone calls

As an index fund manager, you have to really own some crummy companies

Family Offices Team Up Taking Page From Private Equity

The deal illustrates a recent trend among family offices, the little-known money managers that run the fortunes of the world’s richest individuals including computer maker Michael Dell and Microsoft Corp.

HighTower Snags $300M Merrill Team

HighTower has added a Merrill Lynch team with nearly $300 million in assets to its new network.

World's Richest People Meet, Muse On How To Spread The Wealth

We have $30 trillion of assets under management in the room

JPMAM to bring Global Allocation fund onshore

Group to bring multi-asset fund to UK audience after established track record in US achieved.

JPMorgan says wrong-way trades made clients cautious

JPMorgan said a pair of wrong-way bets made by clients at the start of the year is partly to blame for Wall Street’s trading slowdown.

Risk Tolerance Among High Net Worth Investors

There is a degree of risk in almost every investment, and investors are varied in the amount of risk they are willing to take.

Wealth Adviser: They’re Still Afraid of Stocks

After a full market recovery and then some, there are still lots of investors who are skittish about stocks because of the 2008-2009 crisis.

IDB Capital Expands Wealth Management Services

IDB Capital teams up with KB Financial Partners to provide Wealth Transfer

Capital markets, wealth management growth helps push Scotiabank profit to $1.8-bil

The strength of the Canadian banking model is on full display this year as lenders continue to benefit from consistently strong trading results even as their peers on Wall Street and in Europe are pulled down by slumping revenues from the business.

Panel of insurance pros assess needs for high-net-worth clients

High-net-worth individuals could be targets of cyber-terrorists

Credit Suisse Offers Map to 13 Swiss Banks in U.S. Tax Probes

Their degree of wrongdoing and cooperation with investigators will help decide their fate, said the top U.S. tax prosecutor

How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days

Focus Financial Lures Away Wirehouse Team With $750M AUM

A highly accomplished team, the founding partners collectively bring nearly 80 years of experience to Quadrant Private Wealth.

Raymond James reports AUM up 20 percent from last year

In an effort to provide timely information to investors about general trends in our major business segments, we are releasing selected operating data for April 2014.

Aston Hill Expands Investment Management and Sales Teams, Providing New Products and Canada-wide Sales Coverage

Aston Hill recently welcomed two new additions to the Sales Team

As tech millionaires multiply, wealth advisers struggle to connect

It's all part of an attempt to appeal to a new demographic of money

Toronto Star RBC Profit Rises 15% on Gains in Wealth Management, Trading

Royal Bank says its wealth management segment had record net income of $278 million, up $56 million

Silicon Valley’s plan to replace wealth managers

We had our own epiphany moment when we released our discretionary asset-management product in September 2013

BlackRock seeks best practice for fund structures

The world’s largest asset manager is calling on regulators to set best practices for the way funds are structured globally and to review investor redemption rules in different markets.

Wealth and Asset Management