Managers of Wealth Americas

UBS Plans 10,000 Job Cuts, Investment Bank Shrinks

Switzerland’s largest bank, will cut as many as 10,000 jobs companywide as the trading business shrinks

Raymond James 'making progress' on acquisition strategies

Raymond James Financial Inc. is still working on “digesting” Morgan Keegan, its biggest acquisition, but the financial services firm is keeping an eye out for additional deals.

Fieldpoint Private Wins Global Private Banking Award

Private Wealth Firm Earns Editor's Special Award From Private Banker International

SEI Expands Long-Term Relationship With SunTrust

SEI has announced that it has extended its multi-year strategic partnership with SunTrust Banks, Inc. through 2020. As part of the new agreement, SEI will now handle securities processing functions for SunTrust's Private Wealth Management business.

Raymond James reports record annual net revenues

Raymond James Financial has reported record annual net revenues for the fiscal year 2012 of $3.8 billion, up 14 percent from last year, and record annual net income of $295.9 million, up 6 percent from last year.

UBS Global Asset Management Chronicles the Evolution of the Asset Manager

Emphasis is moving away from performance relative to benchmarks and toward investor outcomes

LPL Grabs $175M Team From SagePoint

With Focus on Cultivating "A New Generation of Financial Advisors," Gerber Kawasaki Brings 19 Financial Advisors and $175 Million of Client Assets

Barclays, HSBC Top Greenwich Poll of Structured Product Leaders

Amid Softening Retail Demand, Barclays Claims Top Spot in Europe, While HSBC, J.P. Morgan and Barclays Lead in the U.S.

Optimism up for America's affluent - RESEARCH

America's affluent have grown considerably more optimistic in their assessments of the U.S. economy and their own investment prospects although there is anxiety over the global economy, according to survey findings by PNC Wealth Management, a member

RBC Wealth Management's global strength recognized with three Private Banker International awards

We are extremely proud to see RBC Wealth Management recognized for its strength

Wealthy Americans Are Bailing Out Of Hedge Funds

Global assets in hedge funds now top $2 trillion, far more than the $200 billion or so run in the mid-1990s.

OppenheimerFunds Launches CEO Advisor Institute For Financial Advisors

nnovative program designed to teach financial advisors to think like world-class CEOs and engage like trusted global advisors

US private clients ready to invest in markets and spend on experiences - UBS

The first Investor Watch shows individual investors’ optimism returning

Webinar - Empowering the Board to Evaluate Performance

Evaluating family office performance goes beyond investment performance and the cost of office operations.

HSBC puts £400m +++ worldwide advertising business up for review

HSBC's brand is one of the great success stories of modern marketing, according to HSBC themselves

Senior UBS banker shifts focus to wealth management

A senior UBS banker is shifting focus to wealth management

Morgan Stanley’s Gorman Set to Lose $2.9 Million in Pay

Instead, Morgan Stanley has produced an ROE of less than 6 percent with one quarter remaining and ranks ninth in its peer group in terms of shareholder return, beating only Credit Suisse Group AG. Gorman, who’s criticized Wall Street pay as too hig

Northern Trust's quarterly net up on higher fee

Assets under custody rose 14% to $4.761 trillion while assets under management increased 16% to $749.7 billion.

Threshold Group Opens New Offices in Seattle and Portland

“Our goal is to continue building a family-oriented wealth advisory business

Six top financial advisors launch independent wealth management firm

The team of top performing national advisors has over 80 years of collective advisory experience and plans to maintain nearly $450 million in client assets.

Wealth and Asset Management