Managers of Wealth Americas

Young philanthropists more interested in wealth gap than climate change

Just one in four wealthy Generation Y-ers believe climate change is one of the most important issues facing society

Private Client Resources announces strategic partnership with web-based wealth management firm

The agreement will allow financial advisors to seamlessly incorporate data on their clients' alternative investments into their financial plans and strategies.

U.S. HNWI Population Declined Marginally, but Remained Above Pre-Crisis Levels - RESEARCH

New York, Los Angeles, and Chicago Continue to Rank Highest on List for Number of HNWIs – Philadelphia and Detroit Move Down Due to Sluggish Economic Recovery

Rodney McLauchlan expands directors role

I am eager to spend more time with the team and the clients at Legacy Trust

Coronado First Bank and San Diego Private Bank to Merge

"This merger is about two community banks that complement each other in size, products, service commitment, and their geographic focus."

US justice department probes Swiss bank Pictet

Pictet & Cie., Switzerland’s biggest closely held private bank, said the U.S. Department of Justice has made a “general inquiry” into its wealth management business with U.S. clients.

A New Kind of Private Bank

“A venue for clients where they can come in and feel like it’s a private club, a university, a wealth management shop, and a boutique hotel – all at once.”

Raymond James Financial Reports October 2012 Operating Data

In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics. Due to the limited nature of this data, a consist

Northern Trust develops new reporting solution

Northern Trust Integro Helps Clients Increase Transparency into Portfolio Holdings

At Schwab: Being Fair to Advisers, Sensitive to Clients

Members of a wealth advisory team are highly sensitive to "fairness."

Weintraub to Return Money in Transition to Family Office

In this year’s first half, 424 hedge funds were liquidated, according to Chicago-based Hedge Fund Research Inc.

Lazard reining in wealth management unit

Move is part of cost-cutting but adviser job cuts remain a question

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

Wealth and Asset Management