Managers of Wealth Americas

Toyota opens Lexus cafe in bid to shake off staid image

This is about showing people the personality of the Lexus brand

UBS Global Asset Management reorganizes hedge fund units

UBS Global Asset Management has announced that its leading Alternative and Quantitative Investments hedge fund platform will be reorganised into two separate business areas with immediate effect

Secret to Wealth for Financial Elite

The multi-family office model delivers much more than the pure asset management of an independent financial advisor

Encore Wealth Advisors Becomes a Certified B-Corp

Encore Wealth Advisors, a sustainable wealth management firm, is proud to announce its certification as a B Corporation.

Dallas wealth management firm acquired by Florida firm

The two companies have combined assets under management of about $1 billion, 400 clients and complementary businesses.

Raymond James Assets Under Administration Increase in July

Raymond James Financial Inc.'s assets under administration grew 12% in July to reach a new record of $418 billion

AMG delves deeper into the RIA business with second deal

AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group, Inc. has acquired an equity interest in Clarfeld Financial Advisors, LLC.

CertusBank Invests in Wealth Management division

CertusBank, N.A., through its Wealth Management division, CertusWealth, announced it has agreed to make a strategic investment in Monarch Business and Wealth Management, a joint venture between Barry Klarberg and Asset Alliance.

Global & LATAM UHNW Market: Where are they? Who are they?

This panel will discuss the size, location, characteristics and spending habits of the UHNW in general and in LATAM specifically.

No rest for Collardi as Julius Baer grapples with Merrill

In July, five months after the integration began, Collardi raised the estimated integration costs to 455 million francs from 400 million, and retaining Merrill Lynch bankers is also costing money and slowing efforts to hire advisors in other areas.

Raymond James offers alts to RIAs

“I am pleased to inform our registered investment advisors they will now have access to the Raymond James Alternative Investment Group (AIG),” said Bill Van Law, president of Raymond James IAD.

2.2 billion RIA Joins Focus Financial Partners

A $2.2 billion registered investment advisory firm with roots at Bank of America's Merrill Lynch and UBS AG has joined Focus Financial Partners, a partnership of independent wealth management firms.

Focus Announces Partnership with Telemus Capital Partners

The firm offers a range of advisory services including investment management, financial planning,

Wealth Management Growth Seen on U.S. Expats, Facta, FT Reports

More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad

Radian Partners buys wealth management firm

Memphis-based wealth management firm Radian Partners LLC has purchased Gazelle Wealth Management of Union City, Tenn

Envestnet Releases Quarterly Earnings, Misses Estimates

Wealth management is undergoing significant changes, driven by some powerful trends.

Doing Good While Doing Well--The New Mantra Of Next-Gen Wealth

Today, there are even more notable differences between these groups of ultra-high-net-worth and high-net-worth individuals than during Fitzgerald's time.

Jovian Reports Results for Q1 Fiscal 2014

Jovian Capital Corporation released its results for the three months ended June 30, 2013.

Bank of the West Doubles Clients in HNW Business

Bank of the West’s push into the high-net-worth wealth management market appears to be paying off.

Family Offices Chasing Wealthy’s $46 Trillion in Assets

Sidra Capital Limited, a Category-3A company, licensed by the Dubai Financial Services Authority has completed the successful implementation of Agilis Investment Management Suite.

Wealth and Asset Management