Managers of Wealth Americas

Think you know the Next Gen investor? Think again - UBS Investor Watch

Millennials are as Financially Conservative as Generation Born During Great Depression

Millionaire Investors: What Makes the Best Advisors?

Communication is important to Millionaire investors and separates the best advisors from the rest.

Cambridge Trust books 20% profit increase on loan, wealth management growth

Cambridge Trust also got a boost from its wealth management division, which accounted for about 80 percent of the bank’s non-interest income for the year

Credit Suisse Bonuses to Include Bonds That Can Be Wiped Out

A representative for Zurich-based Credit Suisse confirmed the memo’s contents.

What is the average price of wealth management deals?

This is the most authoritative look at consolidation activity in the global wealth space.

Scotiabank’s ING Direct Sees ‘Gigantic’ Wealth Opportunity

Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card

Class-action payouts dent Northern Trust results

The current quarter includes a $19.2 million pre-tax charge ($11.9 million after tax, or $0.05 per common share) in connection with an agreement to resolve certain long-standing class action litigation.

Janus Capital profit up 23 percent on higher fees

Asset manager Janus Capital Group Inc said on Thursday that its fourth-quarter profit rose 23 percent on higher fees.

UBS hires Morgan Stanley team working in Atlanta

UBS AG says its wealth-management group has hired a team of Morgan Stanley financial advisers who collectively managed roughly $500 million of client money.

CAB Passes $3 Billion in Family Office and High Net-Worth Advisory Clientele

"Our world-class team of professionals work as trusted advisors

Raymond James Profit Rises 36%

Raymond James Financial Inc. said its fiscal first-quarter earnings rose 36% led by growth in its private client group and asset management segments.

BNY Mellon Opens New Wealth Management Office

Further strengthens its presence in the fast-growing Southern California Wealth Market

Legend Advisory Corporation Announces Wealth Management Platform

The open-architecture system helps advisers simplify and increase the efficiency of their advisory business.

Wealth Adviser: Generation Y Doesn’t Like Phonies

Financial advisers are no strangers to the mantra that they need to pay more attention to the young men and women of Generation Y.

BofA Merrill Lynch Fund Manager Survey Finds Ongoing Rise in Optimism for 2014 Growth

Rising Overvaluations No Bar to Overweighting Equities

GenSpring Establishes Los Angeles Family Office

Alan Bonde and Jan Vega Join GenSpring as Firm Expands Presence in California

The Wealth Management Hunger Games

But how does this stack up against some of its “Big 5” competition?

Credit des Alpes Forms Property Venture With Miami Firms

Swiss bank Credit des Alpes SA said it formed a real estate venture with three Miami companies as the U.S. housing market recovers.

Morgan Stanley’s Staid Wealth Management Boost Earnings

Its pre-tax profits in wealth management increased by 26% from last year.

After prostitution arrest, $4 billion hedge fund to become family office

Roughly five months after the arrest of CEO Jim Bisenius in a prostitution sting, Common Sense Investment Management is closing its doors and becoming a family office

Wealth and Asset Management