Managers of Wealth Americas

Wealth and asset management: 2014 key themes

Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:

Evercore Wealth Management Expands to Florida, Names Three New Partners

The new office, based in Tampa, will serve clients in Florida and the southeast United States. The three partners join Evercore Wealth Management from GenSpring Family Offices and its affiliate, SunTrust Bank.

Barclays hit with departures of international advisers

Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business

Canada's super-rich increase their share of country's wealth

Canada's 86 richest families and individuals own as much as poorest 11.4 million

Service Delivery Trumps Service Offerings as Biggest Differentiator at Leading Wealth Management Firms

Industry Leaders Identify the State of the Art in Family Wealth Management

Family History Team Joins Abbot Downing to Open NY Wealth Office

Clients across the country have responded very favorably to Abbot Downing

Demographics Provoke Wealth Firms to Undertake Wholesale Transformation

Sometimes change just explodes all around us, like in Venezuela and the Ukraine.

Changing Course: The Wealth Management Industry Confronts Its Challenges

The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.

Conning agrees to purchase Insurance Asset Management Business

Conning, a global insurance asset management firm, has signed a definitive agreement with Brookfield Investment Management to purchase certain assets of Brookfield’s Core Fixed Income Insurance Business, for an undisclosed sum.

Sun Life targets wealthier investors with lower-fee funds

Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.

Newcomers and Natives in the Land of Wealth

Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth

Private wealth manager partners with Wilshire

"Our shared vision and purpose makes this partnership very exciting."

Bank of Texas' growing wealth management focus makes MBM Advisors deal a good fit

Texas Dow Employees Credit Union is partnering with James E. Bashaw and Co. to increase its wealth management options

21st Century solution to wealth management

The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually

Where are the world’s millionaires going?

New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.

Young, wealthy clients still prefer the human touch over digital technologies

While wealth managers may be the foundation of the customerexperience for the world's up-and-coming wealthy, digital solutionsplay an increasingly important role in the wealthy's interaction withwealth managers, says a new study released today b

Raymond James Investment Wins Two International M&A Advisor Awards

Raymond James Investment Banking was honored with a pair of International M&A Advisor Awards in the publication’s sixth annual list of exceptional international deals.

BNY Mellon Wealth Management: Winner at Inaugural Family Wealth Report Awards.

We are proud to announce our recent naming as the top U.S. Private Bank and top Private Bank serving family offices by Family Wealth Report, a London-based publication serving the wealth management and family office industry.

Lebenthal Snags $1.2B Team From Morgan Stanley

Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, LLC that offers clients advice from the high caliber wealth advisors, announced today that the Gallaway Stern Group has joined the firm.

CTC Consulting | Harris myCFO Earns Two Industry Awards

These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services

Wealth and Asset Management