Managers of Wealth Americas

Wealth Management Firms Continue to Lag in Recruiting Women Advisors

Wealth management providers need to assess how better to attract more women as investment advisers. They’re missing a big opportunity.

Credit Suisse Overrode Due Diligence Standards And Accepted Questionable Loans: Court Filings

Top officials at Credit Suisse instructed subordinates to override due diligence standards and accept questionable loans

FOX Wealth Advisor Forum to Highlight Building Sustainable Sales and Service Models for Ultra-Wealthy Clients

Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.

Independent Channels Continue to Steal from Wirehouses

RIA and dually registered advisory channels will grow their share of the advised assets to 26 percent by 2016

PAM AWARDS: Harris Associates Wins 2014 Private Asset Management Award for Best Private Wealth Manager - Performance - Over $5 Billion in Firm Assets

Harris Associates is pleased to announce that it was recognized as the Best Private Wealth Manager for Performance for firms with over $5 billion in assets by the publication Private Asset Management

Raymond James to Open a New Office in the Golden Triangle of Beverly Hills in March 2014

Detanna is a Rotary member, past President of the Beverly Hills Chamber of Commerce and past head of the City’s Economic Development Council .

PAM AWARDS: Ascent Private Capital Management of U.S. Bank Wins Two 2014 Private Asset Management Awards

Ascent was presented with this award, along with the award for "Private Client Investment Platform Client Service," at the 2014 PAM Awards in New York City on February 24.

PAM AWARDS: Atlantic Trust Named Best Multi-Family Office Client Service and Best Private Wealth Manager New Product

These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."

Legg Mason to Buy Former Deutsche Bank Unit in Equity Push

Legg Mason was advised by Dechert

PAM AWARDS -Former GenSpring Execs Reemerge with Award-Winning 'Family Investment Office'

Global Family Investment Office, LLC an emerging family office leader, today announced that Private Asset Management Magazine, a leading wealth management and family office industry publication, has named AM Global the "Best Newcomer â"&am

BOK Financial to buy Houston wealth management company

In its third wealth management acquisition in 18 months, Tulsa-based BOK Financial Corp., parent of Bank of Oklahoma, has inked a deal to buy the Houston-based investment firm MBM Advisors.

Superich Pushed Prices of Top-Tier Homes Higher in 2013

Number of People With More Than $30 million in Net Assets Also Rose

PAM AWARDS - 2014 Best Private Client Law Firm Recognition For Handler Thayer

In this awards season, Handler Thayer, LLP has also been chosen for the second consecutive year as the Large Tier winner of the 2014 Corporate International Magazine Global Award, "Estate Law - Law Firm of the Year in Illinois."

Banner Bank announce new relationship with independent wealth management firm

Banner Bank, a wholly owned subsidiary of Banner Corporation announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm.

Guidant Wealth Advisors Selected for 2014 Women’s Choice Award

In a special recognition by The Women’s Choice Award Financial Advisor Program, Guidant Wealth Advisors and Frank T. Patzke, CFP and President, have been selected for the 2014 Women’s Choice Award.

PAM AWARDS: Bank of the West Named Best Private Bank in North America

"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."

Morgan Stanley Wealth Management Recognizes 15 Women Professionals at First Makers Conference

Morgan Stanley Wealth Management has recognized 15 outstanding women professionals, many of whom recently attended the first MAKERS conference that brought together women leaders across multiple fields.

Hedge funds report resurgence in inflows from sources of private wealth

Opalesque Industry Update - 50% and 34% of hedge fund managers reported a growth in capital coming from family offices and wealth managers respectively in 2013.

Ex-CU Foundation CEO to lead wealth management firm

Richard Lawrence, former president and CEO of the University of Colorado Foundation, has been named president and CEO of Boulder-based wealth management firm Sargent Bickham Lagudis LLC.

First Republic Named Best Private Bank

First Republic Bank, a leading private bank and wealth management company, has been named Best Private Bank – Overall, by Private Asset Management magazine.

Wealth and Asset Management