Managers of Wealth Americas

Wanted: female financial advisers

Women are significantly under-represented in the financial planning profession, with only one quarter of financial planners being female. So what are we doing to correct this imbalance?

Scotia Private Client Group launches new investment solution for HNW clients

Under the management of Scotia Asset Management, each fund within Scotia Private Client Group Pools will be offered as a separate class of shares within the corporation. Investors can switch from one class of shares to another without triggering an immedi

Defecting US brokers bring along $59 billion assets ‎

“We’re seeing bigger teams now making bold moves and moving to another wirehouse or out of the space completely,” said Alois Pirker, research director at the Boston-based Aite Group, which studies wealth management trends.

Global Corporate Giving Initiative Answers Question, “What Counts?”

The Global Guide provides corporations with a much needed tool to allow more efficient measurement of corporate giving on a global scale.

Preserving wealth most important aspect of managing investments - study

The study, which focused on three key topics -- structure, investing, and succession and governance planning -- was conducted to find out more about what motivates family offices and to provide a collective insight to help family offices learn from each o

Barclays resignations rattle U.S. wealth unit

The venerable British bank was halfway toward completing a $500 million, five-year plan to build a brokerage franchise aimed at wealthy Americans when Robert Diamond, the Massachusetts-born chief executive who authorized the plan, resigned.

America's wealth gap -- in 1776

All the talk of the 1 percent and the 99 around Independence Hall got us wondering.

Banks Generate $118 Billion in Wealth Management Income

The increase comes despite a lackluster fourth quarter in which wealth management income swooned to $26.11 billion, down 17.8% from $31.75 billion the year before and the industry’s weakest quarter since the beginning of 2009.

What does responsibility mean to the wealthy? - Research

New insight from hundreds of HNWs across Germany, Russia, the UK and the USA has engagement with the major driving forces of change as a wealth of creating wealth.

Tiger 21 Expands Peer-to-Peer Feedback Program ‎

Since the organization's inception, the Portfolio Defense has become a major part of the membership experience – so much so that TIGER 21 registered "Portfolio Defense" as a trademark in 2009.

City National Bank Completes Acquisition of Rochdale Investment Management

Rochdale will combine with City National Asset Management to form a new registered investment advisor within the bank's wealth management group

Global Wealth Makes Its Move

Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world."

Rockefeller Asset Management Becomes A Signatory To United Nations Principles for Responsible Investment

The Firm remains well-recognized in the investment community with an internal team of professionals dedicated to its efforts in the area.

Charities Still Love Wall Street Bankers

The master of ceremonies made a mistake as he named John Thain one of the year’s best dads, introducing him as the chief executive officer of Citigroup.

HNW, Inc. Launches Retail Banking Practice

Industry Veteran Leslie Paladin Tapped to Help Brands Reach Mass Affluent Segment

Brown Brothers Harriman Brokerage Division Announces Launch Of Global Portfolio Strategy Product

The BBH Global Portfolio Strategy product, available now to BBH clients, offers global and regional equity portfolio managers a consistent analytical framework for making regional, country and sector based global equity decisions.

Morgan Stanley Smith Barney team joins Raymond James

A team of veteran advisers from Morgan Stanley Smith Barney have left the brokerage to open their own firm with Raymond James Financial Inc's independent broker-dealer in Ohio.

"The Great Global Shift: Seeking Growth in a G-Zero World," - Merrill Lynch Wealth Management

It has become a G-Zero world and looks to remain that way for years to come, creating an ever-increasing need for investors to understand the geopolitical forces that can influence the markets.

One of the biggest banks in the world wants the president’s favorite banker muzzled

He golfs and vacations with Mr. Obama and is known for e-mailing friends photos of himself with the president.

Baer CEO Says Outcome of Bank of America Talks Open, NZZ reports

Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.

Wealth and Asset Management