Managers of Wealth Americas

Foster Group Honored With Best-In-Business IMPACT Award

Our unwavering mission has always been to serve as catalysts for positive life change for our clients

Citi Expands Trust Administration and Custody Services to Global Wealth Managers

After a thorough review of the market, we selected OpenWealth for its modern technology

OppenheimerFunds Building Dedicated Wealth Management Team

Really it’s about helping advisors to understand what’s going on

High Net Worth Individuals Finds US Lags Behind Emerging Markets on Positive Views of Adversity - RESEARCH

71% of high net worth US individuals agree that viewing failure positively is essential for an economy to grow, -- 44% of US respondents say that the recent global financial crisis provided them with opportunities, -- Respondents who identify themselves

Paragon Wealth Management Named as a ‘Top 50 Fastest-Growing Firms’

It is with great pleasure that Paragon Wealth Management accepts this award

U.S. Trust Survey Finds Majority of Business Owners Focused on Keeping People Employed

As Bank of America reported, trust Insights on Wealth and Worth Survey released.

Former Lehman staff to get bonuses in £7bn payout

Four years after they should have been paid, former staff of Lehman Brothers are to finally receive a portion of the bonuses they were owed before the US investment bank collapsed in 2008.

Younger Millionaires Have Greater Appetite for Risk

“Taking risk” is one of the top factors Millionaires cite as contributors to their financial success

IMCA Defines Wealth Management Job tasks

Investment Management Consultants Association® (IMCA®) today released a white paper detailing the findings of a comprehensive job analysis that defines the practice of wealth management. In addition to clarifying what constitutes a private wealth

Northern Trust Named "Best Private Bank in the USA" for Fourth Year

The FT Group also honors Northern Trust with awards for Innovation and Socially Responsible Investing

$1.2 billion RIA breaks it off with LPL

After 17 years, Waldron Wealth Management LLC is leaving LPL

Evercore Wealth Management to acquire Mt. Eden Investment Advisors

The transaction is expected to close in the fourth quarter of 2012.

Family Office Exchange Adds Three New Firms to List of Leading Wealth Advisors

The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.

Obama Victory Leads Wealthy to Scurry on Pre-2013 Moves

“The wise, smart people are preparing themselves for a sunset of the Bush tax cuts.”

Wealthy Donors Increasingly Manage Giving Through Family Offices: Study

Wealthy families are increasingly considering a family office to manage their philanthropic giving, according to a new study released by the National Center for Family Philanthropy.

Stifel quarterly profit rises, firm announces merger

I am pleased with our third quarter results

RBC Global Asset Management announces October sales results

In the past twelve months, we have had the highest long-term net sales on record

Wealth Management Reigns Supreme at UBS

CEO of UBS Group Americas and the head of Wealth Management Americas, held a quarterly conference call yesterday with wealth management employees to brief them on the direction of the unit.

First Republic buys Los Angeles wealth management firm

Luminous, with $5.5 billion in assets under management, is a good fit with First Republic Investment Management Inc., a unit of First Republic

Credit Suisse Plans to Expand its Americas Business

The firm plans to continue that growth, setting its sights on doubling the assets under management of the U.S. private banking business in the next six years, and expanding its relationship manager force to between 550 and 700.

Wealth and Asset Management