Managers of Wealth Americas

Lebenthal Wealth Advisors Acquires Heckman Global Advisors

The three worked together at Smith Barney, at the time Dr. Heckman served as Managing Director responsible for global asset allocation.

HighTower nears launch of new channel for independent advisers

HighTower Alliance to offer independence, access to firm's investment platform, BD services

Global players reinforce leadership in wealth management as costs rise - Euromoney Research

Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.

Bank of the West Wealth Management Expects Equities to Dominate in 2014, Outpacing Bonds and Alternatives

The expectation is that the U.S. economy will continue its steady growth while international markets, specifically Europe, continue to break through their slumps.

UBS Wealth Americas hits billion-dollar profit goal

For Robert McCann, who took control of UBS AG's loss-ridden U.S. brokerage business four years ago, 2013 proved to be a very good year.

Wealth Adviser: Rich Clients Are Feeling Less Safe

Life for the wealthy is feeling less secure these days. So they are calling on their financial advisers to help ensure their personal safety.

HNW Research: When wealthy clients become 'unstuck'

This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.

Most Influential Brokerages in Social Media

A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks brokerages by their social media influence.

SEI Adds Over $6.7 Billion In New Institutional Assets In 2013

Company Experiences Record Two-Year Growth in Institutional Business

Ameriprise Reports Strong 4Q, Led by Wealth Management

Ameriprise Financial posted strong fourth quarter earnings which were boosted by robust growth from the firm’s wealth management unit.

Wealth manager thrives on "do it yourself' culture

There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need.

Wealth management is ripe for reinvention

Across the industry, executives share concerns: generational shifts, regulation and how to update legacy platforms.

Rothschild and Topwater Capital ink exclusive arrangement

Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.

UPDATE 3-Invesco profit jumps 81 pct on unit sale, strong markets

Strong markets and demand for alternative and equity products helped drive growth in assets under management at the firm during the quarter.

Former UBS advisers launch new wealth management firm based in Colo.

We have launched, managed and sold many businesses for ourselves and our clients

Mack International nominated for Best Family Office Consulting Firm by PAM

The winners will be announced at a dinner and awards ceremony on Feb. 24

Canadian banks already major players in the wealth management field

An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”

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

Wealth and Asset Management