Managers of Wealth Americas

‘Reverse Pacino syndrome’ drags on wealth

Everything we do is fundamental and performance-driven in nature

Wealth-X Expands Its Product Portfolio With Launch Of WEALTH-X DILIGENCE

New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk

Time For Advisors To Dive Down Market

With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.

Pantheon Woos Wealthy Individuals to Private Equity With Feeder Fund

Pantheon is courting wealthy individuals to private equity with a new platform that would give the high-net-worth sector access to its funds–without the need for institutional investor-sized checks.

Evensky And Former Pupil Merge Firms

The merger was completed 1 a.m. Tuesday, about a year and a half after the two parties started discussing the idea

Wealth management goes online in the US

A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.

Helping Gen Y Manage Its Millions

Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.

Three Key Trends In The High-Net-Worth Market

Thought leaders will dominate, accruing a greater percentage of the corporate, and consequently, personal riches

Scotia to sell majority of its stake in CI Financial via offering

The syndicate of underwriters, led by Scotia Capital, RBC Capital Markets and GMP Securities LP also have an option to buy a further 10.8 million shares

CIBC Raises Its Dividend After Earnings Surpass Estimates

Canadian Imperial Bank of Commerce raised its dividend by 2 percent and posted second-quarter profit that beat analysts’

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.

Wealth and Asset Management