Managers of Wealth Americas

Investment firm acquires Harbor Trust Wealth Management

The Private Wealth Management Group LLC, an investment and financial planning firm based in Worcester, has acquired Harbor Trust Wealth Management of Winchester.

More Americans ditch their passports

Even rock star Tina Turner.

ZT Wealth opens New York office

To launch the office ZT has brought on an elite group of qualified, well-established financial experts and economists, including Roger Manghnani, Managing Partner, who will lead the New York team.

Snowden Capital Advisors inks deal with leading private equity fund

Snowden is a nationally branded, open-architecture, hybrid registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.

Atlantic Trust Achieves 26 Consecutive Quarters of Growth

Firm Growth Continues With $22.8 Billion in Assets Under Management--26th consecutive quarter of positive net cash flows and 35 new hires.

BofA CEO Eyes Growth From Affluent Customers

The second-largest U.S. bank by assets saw net income from its wealth management unit grow nearly 26% to $719 million in the third quarter from a year earlier

$900 Million Wealth Management Team Launches Fusion Family Wealth as an Independent Investment Firm

All of our clients benefit from the scale of the Dynasty Network.

Big Bonuses in Good Times Help Goldman Cut Pay in Bad Times -CEO

Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,

BofA CEO Eyes Growth From Affluent Customers

Bank of America Corp. Chief Executive Brian Moynihan touted the bank's wealth management business, saying future growth would come in part from affluent customers in that unit.

Top Talent Still Scarce in Wealth Management

When it comes to high-level wealth management talent, it’s still a seller’s market.

Canaccord Genuity Wealth Management generated $51.2 million in revenue in Q2

Canaccord Genuity Group Inc. reports second quarter fiscal 2014 results Excluding significant items, earned net income of $6.7 million during the quarter

Gold miner sells fifth of its shares to wealth management firm

"This (deal) has allowed us to plan for 12 to 18 months, but in the long term it brings in a very solid investor with a long-term view," he said.

Credit Suisse Said to Cut 50 Jobs in New York Fixed Income

Credit Suisse Group plans to eliminate about 50 jobs in its fixed-income department in New York

RBC announces October sales results for RBC funds and PH&N

Sales results information is based on preliminary data from the Investment Funds Institute of Canada.

Surevest Wealth Management Launches Platform for Recruitment

Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.

Swiss Private Bank Opens Philly Wealth Management site

The Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients

DLJ Investment Partners to Spin Off from Credit Suisse

Credit Suisse today announced that it has reached an agreement to spin off the DLJ Investment Partners business, including the existing investment team led by Igor DaCosta and Charles Harper, to Portfolio Advisors, LLC.

SAC Capital On Verge Of Family Office Conversion

US hedge fund SAC Capital has reached an agreement to plead guilty to criminal insider trading charges

Wealthy Families Have "Blind Spot"

Tangible assets, such as fine art, wine, jewelry, antiques, sports memorabilia, classic cars and other valuables, have finally been recognized as an asset class in their own right.

LPL Tops Breakaway Brokers' Bucket List

Nearly half of potential advisers on the move would choose LPL, up from 43% last year

Wealth and Asset Management