Managers of Wealth Americas

Umpqua Private Bank Expanding to Seattle and San Francisco

Umpqua Bank has announced that Umpqua Private Bank, first launched in 2009 in Portland, Oregon, will be expanding into Seattle and San Francisco.

Kleinwort Benson Investors announce strategic partnership for U.S. market

Financial terms of the agreement were not disclosed. The acquisition is expected to be completed early in 2013, subject to customary closing conditions and regulatory approval.

Highland Capital Management Merges with Argent Financial Group

The expanded Highland Capital team will provide oversight and ongoing management for all portfolio management functions of the combined firms.

Wealth-management firm Merriman sold to N.Y. firm

It was founded in 1983 by Paul Merriman.

Center Bancorp's private banking division inks strategic partnership

"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."

Focus Financial adds Seattle team with $1.5 bln assets

Independent advisory firm Merriman LLC joined Focus Financial on Dec. 31.

Forbes Family Trust Partners With Lenfest Family Office

"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”

Veteran broker departures shift $133 billion client assets in 2012

Unprecedented signing bonuses, cultural changes linked to acquisitions, a push to cross-sell company products, and a growing charm of joining regional outfits contributed to many of these exits which are likely to continue this year, recruiters and broke

Billionaires Gave Less To Charity In 2012

While billionaires may have eased up on their giving in 2012, it looks like they’ll be digging a little deeper into their pockets in the coming year.

Credit Suisse plans new asset-backed bonus scheme

Full details to be announced internally later in January

Private Wealth: U.S. Up, Asia Down

The report’s authors blame the set-back on poor equity performance, particularly in Japan, China and India.

Hiring Priorities at Financial Firms Favor Wealth Managers

Recruitment trends on Wall Street reflect a new emphasis on compliance and wealth management ...

First Republic Bank Announces Fourth Quarter and Full Year 2012 Earnings and Conference Call Date

The call will also be broadcast live over the Internet and can be accessed in the Investor Relations section of First Republic's website.

Oldest private Swiss bank to close after guilty plea

The plea, in U.S. District Court in Manhattan, marks the death knell for one of Switzerland's most storied banks, whose original European clients pre-date the American Revolution.

The rich got richer again, according to billionaire index

Last year was a great one for the world’s billionaires

Evercore completes acquisition San Francisco-based wealth management firm

Terms of the deal, first announced in early November, were not released.

Pictet & Rothschild Group to acquire Duff & Phelps

Duff & Phelps has announced that it has entered into a definitive merger agreement under which a consortium comprising controlled affiliates of or funds managed by The Carlyle Group, Stone Point Capital, Pictet & Cie and Edmond de Rothschild Group

Affluent investor nvestments more cautious - RESEARCH

More Millionaires said in December that they planned to “Not Invest,” which gained 6.3 points to 32.7, a six-month high.

Raymond James Invests in a $3B Asset Manager

Eagle completed the buyout of minority shareholders in ClariVest

Wealthy Americans Identify Top National Priorities - RESEARCH

Study Also Finds Planning for Tax Changes Related to Net Worth

Wealth and Asset Management