Managers of Wealth Americas

Wealth Manager Targets CPA Firms for Partnerships

The firm now has 120 financial advisors and is continuing to grow its accounting firm alliances.

Zions Appoints New Leader for Wealth Business

Zions operates eight bank subsidiaries with some 485 branches in 10 western and southwestern states.

SEI Study: World's Wealthy Need Advisors to Provide Strategic Advice via Digital Tools

"The Futurewealth Report: Helpful Investment Technologies," which surveyed 3,477 respondents globally with an average $1.9 million in net worth, points to an opportunity for wealth managers to improve the client experience by using technology as

Sterne Agee Continues Expansion of Chicago Private Client Group

Experienced Executive Joins Chicago Team

Using Family Foundations to Attract Wealthy Clients

You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues

Steve Schwarzman Gives $500,000 to Support Elite Track & Field Athletes

“Steve’s donation will enable us to find the best track and field athletes in the United States

PAM Winner - Harris myCFO Wins Best Multi-Family Office Award

"The combined awards highlight the breadth and depth of our family office and advisory services, as well as our exceptional, independent investment consulting and advice made possible with our recent acquisition of CTC Consulting."

RBC Wealth Management net income up 24%

Net income of $2,070 million (up 8% from $1,911 million)

Dynasty adds adviser team working with pro athletes

A key component of the agency’s offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer.

Schroders reopens Jones’ US small and mid-cap funds

Schroders has reopened Jenny Jones’ US small and mid-cap strategy after it was closed

San Diego Private Bank Wins Client Service Award

Unparalleled client service is the cornerstone of our banking philosophy

Granite Springs Asset Management changes owners

We are very excited to unite our sophisticated wealth management services with the developed asset management

U.S. Trust Wins Best Private Bank – Client Service by Private Asset Management

“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."

PAM Winner - Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office

The awards program recognizes investment professionals and wealth advisers

Northern Trust Named "Best Private Wealth Manager" by Private Asset Management

“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”

Marsh Private Client Services Awarded Best High Net Worth Insurance Firm by Private Asset Management Magazine

The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.

FOX Study Finds Multi-Family Offices Experiencing Solid Growth Over the Last Two Years

"The continued reliance on exceptionally talented, yet hard-to-find, client-facing personnel makes improving productivity a paramount goal for most firms."

Atlantic Trust Named Best Wealth Manager: Long-Term Performance

Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.

Raymond James reports new AUA record

Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan

Stokley Towles, Partner Who Recast Brown Brothers, Dies at 77

He spent the rest of his life with the firm

Wealth and Asset Management