Managers of Wealth Americas

US family office Opens Miami Office

He has more than 15 years of wealth management experience and has served families in the United States and Latin America.

What the Apple Store Has That Wealth Advisors Want

The study found that firms are doing more to bring the client experience to life in their sales processes. Wealth advisors are adopting a more involved needs assessment during the sales cycle.

RIA Umbrella Group Set To Compete With Wall Street

As the industry is now, many independent RIAs are too small for potential clients to be aware of them. In fact, 82% of the general population does not even know what an RIA is, the pair said.

Rolex Is Most Popular Pentamillionaire Luxury Watch Brand

Survey participants reported average income of $682,000 and average net worth of $14.6 million.

Corporate Giving Continues To Grow In Dollars And Sophistication

First Look at 2011 Corporate Giving Finds Funding Returning to Pre-Recession Levels; Unparalleled Survey Reaches $100 Billion in Giving Data

U.S. Trust targets UHNW's through new TV campaign

Bank of America has announced june 4 it will launch a U.S. Trust television advertisement geared toward high net worth and ultra high net worth individuals and families.

Penton Media Launches WealthManagement.com

Site for 600,000 financial professionals is new digital home for RegisteredRep.com and TrustsandEstates.com

Merrill Lynch Wealth Management Launches National Advertising Campaign

Bank of America has announced a new Merrill Lynch Wealth Management advertising campaign.

Guaranty Bank and Trust ties up with Private Capital Management

The transaction is expected to close in the third quarter 2012 subject to regulatory approval. Financial terms of the deal were not disclosed."The decision to join Guaranty Bank and Trust came after thoughtful consideration of a partnership that woul

Minneapolis based wealth management firm Goes to Battle

Ryan Litfin, Managing Partner of VAM and Co-host of the popular investor advocacy show, Financial Fortitude, spoke publicly and in a YouTube video about their mission by pointing out, “Every four minutes someone is diagnosed with a blood cancer.

Rajat Gupta's wealth in spotlight at trial

In April 2008, a private banker at JPMorgan Chase visited her prized clients, Anita and Rajat Gupta, at their home in Westport, Conn, an elegant waterfront estate that was once owned by the retail executive JC Penney.

One Concierge Unveils New Private Membership Options

After almost a year of secrecy, One Concierge, a global concierge & lifestyle brand, is once again, opening its doors to new members.

Citigroup beefs up U.S. wealth business

Citigroup also plans to hire 500 additional personal bankers and financial advisers over the next two years, which would boost its ranks to about 800.

Report: U.S. losing its millionaires

Millionaire households in the U.S. decreased by 129,000 in 2011, according to a new study from the Boston Consulting Group.

Greed is good after all: RIA compensation is nearing parity with wirehouse brokers

While this is bad news for stockbrokers and wirehouses, it is heartening for those who work in the independent channel: Compensation for them may be poised for a decade or two of acceleration.

FBR mulls sale of asset management division

As part of its asset management business, FBR oversees a family of 11 mutual funds that produced $4 million in fee revenue in the first quarter, up from $3.9 million a year earlier.

Alternative Funds: How Do You Pick?

Financial advisers like Mr. Dardaman have been increasingly buying these in an effort to get better returns than bonds but less volatility than stocks.

UBS Shifts Investment Advice, Research in Wealth Units under One Umbrella

The integration is the latest step in UBS Chief Executive Sergio Ermotti's plan to shift the Swiss bank's primary focus to client and advisory businesses and pare down its investment bank following an embarrassing trading scandal last year.

NYC wealth management firm opens Albany office

A New York City-based wealth management firm has established a presence in Albany, New York, and expects to double the size of its new office by the end of the year.

Investing Secrets of the Ultra-Wealthy

he IPI also found that the ultra-affluent have allocated capital to commercial real estate, land, gold, and even artwork. Many smaller investors can’t grasp these asset classes because of their lack of liquidity.

Wealth and Asset Management