Managers of Wealth Americas

Southern Trust Securities Opens Chicago Office

A financial services holding company offering broker-dealer, investment banking, and investment advisory and wealth management services

Leading US private bank opens new trust company

Prior to joining First Republic, he worked at Goldman Sachs Trust Company and Neuberger Berman Trust Company.

Corporate CEOs Embrace Tax Hike Plans Rejected By Paul Ryan

The report also commends the plan issued by the bipartisan Simpson-Bowles deficit reduction panel and a more tax-hike-focused plan developed by former Federal Reserve Vice Chairman Alice Rivlin and former Sen. Pete Domenici (R-N.M.).

American Express and Morgan Stanley announce new co-brand cards created for brokerage clients

The new Cards offer exclusive benefits for Morgan Stanley Smith Barney clients with eligible brokerage accounts1 and access to American Express’ award-winning customer service and Membership Rewards® program.

MVB Bank launches wealth management solutions unit

MVB's Wealth Management Solutions advisors provide a comprehensive approach that integrates financial planning, portfolio management and other investment instruments.

Webster Bank moves to cater to wealthy clients

Webster Private Bank offers customized one-stop, full service financial solutions and is a natural extension of Webster's longtime mission--- to help customers reach their financial goals.

Atlantic Trust recognized as industry leader for private client investment platform

PAM annually invites firms to compete for awards in several categories, and then a panel of independent industry experts selects the nominees and winners

Family Office Exchange Executive to Speak on the Challenges of Shared Family Wealth

Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."

Giant JPMorgan lures brokers with boutique pitch

The push makes the company a big competitor for the same top advisers coveted by Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG .

Wealth-X Announces the Definitive Billionaire List Over 2,400 Individuals

Tops Forbes Global Count Billionaire Count by Double

Seamark gets former key players back with LeeSide acquisition ‎

SEAMARK is the institutional and high net worth operating subsidiary of Matrix Asset Management Inc., a diversified Canadian asset management company.

S&T Bank bolsters wealth management group

Ambrose is a Certified Financial Planner(TM) and holds an MBA from Bowling Green State University and a Bachelor of Arts in economics from the University of Pittsburgh.

Billion dollar Merrill Lynch private banking team joins the HighTower partnership

The team manages more than $1.4 billion for approximately 50 clients, including families, foundations, endowments, unions and pension plans and joins HighTower from the Merrill Lynch Private Banking and Investment Group in New York.

Ken Fisher keeps expanding his $42 billion RIA empire despite UHNW head winds

In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.

Maxim Group LLC Establishes New Florida Branch

Prior to joining Maxim Group, Mr. Moquist was at Noble Financial Capital Markets for 13 years and served as Director of Institutional Sales since 2003.

Private banks chase Asia’s ultra rich

Bay Area banks are rolling out the red carpet for Asian money coming to the United States.

HongKong to Host Road Show Events to Showcase China's Global Financial Centre

The keynote speaker for the New York conference will be Professor K C Chan, Secretary for Financial Services and the Treasury of the Hong Kong Government.

Have We Turned the Confidence Corner? Millionaires Think So

The SMICI, which measures monthly the confidence level of financial decision-makers in households that have $500,000 or more in investable assets, rose 6 points in February to a positive 4, which Spectrem said was its highest level since May 2011.

RBC raises dividend as profit tops estimates‎

Royal Bank of Canada's quarterly earnings fell 6 percent as a drop in capital markets profit overshadowed strong retail lending, but the company also announced a surprise dividend increase.

The Most Philanthropic Companies On Wall Street

Although major banking corporation Goldman Sachs has come under increasing fire for slashing its philanthropic donations significantly in 2011, it should be remembered that the firm has stood as one of the leading lights in charitable giving over recent y

Wealth and Asset Management