Managers of Wealth Americas

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.

Raymond James Assets Under Administration Rise in May

RJF client assets under administration in May rose 14% from a year earlier and edged up 0.2% from the prior month

Private wealth management division of Invesco named best trust company

"This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."

Raymond James Assets Under Administration Rise in May

We continue to execute on our cost savings initiatives following the Morgan Keegan integration.

Evercore Wealth Management Completes Acquisition of Mt. Eden Investment Advisors

Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC

Good News for Advisors: DIY Investor Satisfaction Wanes

"Firms need to know how their investors would like to be notified--whether it occurs via email, phone or other means,”

Bank of the West: We'll hire up to 100 more wealth managers

To handle the growth, Bank of the West hired about 80 people in the last two years, bringing Bahnken's team in wealth management to approximately 400 people

Guernsey delegation reinforces private client offering on US visit

A delegation from Guernsey has showcased Guernsey’s private client and wealth management offering to clients in the US.

North America reclaims crown as home to the most millionaires in the world - RESEARCH

North America reclaims position as region with most High Net Worth individuals while Asia-Pacific leads overall wealth growth

Petrella Wealth Management opens

Petrella recently started his own financial consulting business.

Morgan Stanley Raises Profit Target for Wealth-Management Unit

Having met that goal two quarters early, it is now aiming for higher margins, according to Gorman's presentation.

BMO Private Bank director reflects on results of wealth survey

A bank that offers wealth management services to high net worth individuals has released the results of an online survey

Morgan Stanley again targets wealth management margins above 20 pct

Morgan Stanley is targeting margins of 20 to 22 percent by 2015, assuming no change in interest rates or equity markets.

Total Alignment Wealth Advisors Launches Fee-Only Multi-Family Office

Prohibitions-Based, Fee-Only Model Ensures Independence of Financial Advice and Services

Isabel Benham, Woman Who Blazed Path on Wall Street, Dies at 103

She died May 18 in her New York City apartment, according to a death notice in the New York Times. No cause was given.

Global Private Banking and Wealth Management Professionals to Convene In Miami Forum in 2013

This event will tackle an array of crucial topics, including the impact of increased regulatory action and global tax transparency on your business model, your profitability and ultimately your clients.

Deutsche Bank’s Jain Courts Super-Rich in Wealth Management Race

Deutsche Bank AG co-Chief Executive Officer Anshu Jain said he and his top bankers are meeting with super-rich clients as Germany’s biggest bank fights to close the gap on the wealth units of UBS AG and Credit Suisse Group AG.

Wealth and Asset Management