Managers of Wealth Americas

What Multifamily Offices Need Now

Sometimes, even double-digit growth isn't enough.

Peak Financial Group enhances its offering with the addition of portfolio managers and the creation of the division Peak Private Wealth

President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers

An Advisor Platform Looks for 10 Fund Managers

Fund managers now have another resource for selling and distributing to that hard-to-reach sector, independent advisors.

Security Study Finds Gaps at Family Offices

Sustainability issues for private families, data loss due to computer failure, and fraud or other loss related to transfer of client funds

Envestnet Completes Acquisition of Prudential Wealth Management Solutions

Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform

First PacTrust Bancorp, Inc. Completes Acquisition of The Private Bank of California

The acquisition was accomplished by merging The Private Bank of California into Beach

Wealth Managers Turn to Hedged Mutual Funds

Wealth managers are putting more client money into mutual funds that use hedge-fund strategies

Wealth manages struggling with transformational change

These dynamics are further compounded by shifting demographics and existing challenges around operations, technology, and talent management.

Role of Family Offices in Wealth Management Today

There are significant challenges facing wealthy families today as they think about provisioning the kinds of services they require

Signature Bank in N.Y. Hires Citgroup Private Banking Team

Signature Bank (SBNY) in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.

US institutions to expats: 'Take your retirement account elsewhere – now'

First American expatriates were told that their bank accounts weren’t welcome, either in the US or in their new countries of residence

Cantor Fitzgerald to start wealth management business

Cantor Fitzgerald Wealth Partners will cater to people with at least $5 million to invest, with an emphasis on those with $50 million, said Stan Gregor, co-chief executive of the new unit, in an e-mailed statement.

UK wealth managers turn Americans away

American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.

Credit Suisse to hand bank staff names to US

The Credit Suisse bank is to disclose the names of more of its staff to the United States authorities

Morgan Stanley Cleared to Buy Rest of Wealth Management Business

The firm had been waiting for months for the government to grant approval to buy the remaining stake,

Mercer Bolsters Wealth Management Offer with New Services

The new services come in advance of the roll out of the Mercer Advisor Portal

Top Wealth Management Firm Expands in Los Angeles

Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.

C Suisse and Julius Baer Could Face Possible U.S Hardball Tactics

The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,

Schomer joins Montecito Bank & Trust Wealth Management Division

“Montecito Bank & Trust is dedicated to providing our clients with complete wealth solutions and a world class experience.

Morgan Stanley gets approval to buy remaining stake in wealth management joint venture

It is the largest U.S. brokerage by adviser headcount and client assets.

Wealth and Asset Management