Managers of Wealth Americas

Wealth Management Veterans Launch Snowden Capital Advisors

Former Merrill Lynch Wealth Management Leaders Launch Hybrid RIA Firm to Provide Client-Focused Advice and Investment Solutions

Despite Efforts, Wirehouses Losing HNW Clients

In recent years, the wirehouses have made a concerted effort to court the HNW market.

Ex-Merrill veterans open independent brokerage firm

Two former Merrill Lynch veterans on Thursday announced that they opened an independent, adviser-owned brokerage firm, saying they hope it will attract top talent from the biggest U.S. brokerages and grow to be global in scale.

Wall Street banks TRIPLE their bonuses in bidding war over top brokers

The brokerage arms of banks such as Morgan Stanley, UBS AG, Wells Fargo & Co. and Bank of America are offering high-end U.S. brokers two to three times the commissions and fees they produced in the previous year, up from about one times those earning

Dynasty Partners, Method Holdings Deal Targets CPA Wealth Management Market

In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.

Industry Leader in Wealth Management Opens California Office

The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes

What high net worth investors are doing right now

This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.

CertusBank launches new wealth platform

Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.

Halbert Wealth Management Announces Addition of Yacktman Capital Group

Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.

Fidelity Launches Family Office Networking Service

The new service will give family offices access to research reports and peer networking, according to Fidelity.

Brown Advisory targets D.C. area for growth

Brown Advisory, one of Baltimore’s largest money management firms, is looking at the Washington area to help drive its growth.

JPMorgan Investment Bank Chief Widens Pay Lead on Rival

The 55-year-old executives, who received almost the same amount for 2010, saw their pay diverge as the firms navigated turmoil created by the European debt crisis.

Family Investment Funds Go Hunting for Wall St. Expertise

Family offices have quietly handled the financial affairs of the nation’s wealthiest households for generations, privately playing the role of money manager and life planner to the likes of the Rockefellers and the Mellons.

Heirs to Old Money Plunge Into Tech

The old money crowd has found the new, new thing.

“What Asset-Liability Strategy for Sovereign Wealth Funds?” - EDHEC Research

The survey presents the results of the Deutsche Bank research chair’s foundation paper – a dynamic asset-liability management (ALM) model developed to guide asset allocation and risk management decisions at the SWF level, and describes the res

Veteran Merrill Lynch adviser goes independent

Pritchard left the brokerage, now owned by Bank of America Corp, in late March to set up his own practice with Concert Wealth Management, a start-up firm that works with independent advisers. He managed $100 million in client assets at Merrill.

UBS Pays Brokers Top Dollar To Join Wealth Management Unit

UBS has reportedly added nearly 50 reputed U.S. brokers to its payroll over this quarter – almost completely on the back of hefty signing bonuses. [1] The move looks in-line with the Swiss bank’s strategy of growing its wealth management busin

Canadian Wealth Unit Aims For More Institutional, Banking Clients

The wealth-management unit is looking to lure more institutional clients and sell more wealth-management products to retail-banking customers to bolster earnings over the next five years.

Lawsuits test UBS advice on offshore bank accounts

Tax lawyers describe the suits, emerging from a crackdown by federal authorities on Swiss banks, as the first of their kind in the United States to assert that Swiss bankers made improper assertions to their U.S. clients about the tax implications of thei

Obama Says Congress Will Vote on 'Buffett Rule' Millionaire Tax

The Buffett Rule, which Obama also described during his State of the Union address in January and included in the administration’s fiscal 2013 budget, would effectively set a minimum tax on millionaires and billionaires.

Wealth and Asset Management