Managers of Wealth Americas

Warren Buffett croons for Chinese New Year

The Lunar New Year of the Dragon begins at midnight on Sunday.

Affluent Investors Spooked by Market Volatility: Merrill Survey

The survey of about 1,000 individuals with $250,000 or more in investable assets is conducted every six months, and the full results should be released in February.

Lebenthals Eye Wealth Management Growth With Dynasty Financial Partnership

As part of the strategic partnership, which will offer Alexandra & James an array of services, Dynasty Financial Partners will provide the capital to help A&J add advisors to its wealth management firm.

JPMorgan CEO Said to Get About Same Total Pay for 2011

The person asked not to be identified because Dimon’s total compensation for 2011 hasn’t been announced.

More cuts at Bank of America — including wealth management

Moynihan, 52, is relying on cuts after mortgage losses and U.S. regulation drained revenue last year. In the first part of his plan, dubbed Project New BAC, the CEO announced 30,000 job cuts from consumer banking, credit-card, home loan and support operat

Floyd Schwartz Selected For "2011 Orange County Wealth Managers"

Floyd Schwartz of Newport Beach, CA has been honored with a recognition by Orange Coast Magazine in its selection of "2011 Orange County Wealth Managers."

Moynihan Says Bank Of America Could Save Up To $3 Billion Annually Cutting Costs

It's a leaner, sexier Bank of America...

Gorman Said to Get 25% Pay Cut as Dimon Remains at $23 Million

Dimon’s pay package last year consisted of $1 million in salary, a $5 million cash bonus and $17 million in stock and options. JPMorgan increased his salary in March to $1.5 million.

Morgan Stanley nears British wealth management unit sale

Morgan Stanley is close to selling a British wealth management unit to private equity firm...

New Rules for Investment Advisers: Is Your Family Office Required to Register Under the New Rules?

The SEC’s new family office rules exclude single-family offices from all Advisers Act regulation. It is important to note that multi-family offices are explicitly excluded from the exemption.

Deadlines Loom for Advisers Required to Register under Dodd-Frank or Become an Exempt Reporting Adviser

This change reflects two fundamental alterations of basic regulatory philosophy: a determination that advisers to such funds must register with the Securities and Exchange Commission (the “SEC”) unless covered by a specific exemption from regi

Citadel's main hedge funds clear high-water mark

Hedge funds typically promise investors that they will return to their highest levels after a fall before they can resume charging performance fees, which typically amount to about 20 percent of all gains.

BRIC billionaires 'up by a third since 2007'

Overall, the report found that the total number of billionaires around the world has increased from 1,100 in 2007 to 1,340 today.

Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008

The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.

Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008

The survey, which was conducted in 2011, involved 40 single-family offices in the U.S. and Europe whose median asset size was $534 million.

Social Media in Wealth Management: The Evolving Role of Social Tools for Superior Customer Experience

The crisis of 2008 and the economic recession following it affected the perception investors have about wealth managers and financial services providers, leading to lower levels of trust. Therefore firms have to be more proactive and dynamic with their cu

Major wealth group’s profits plummet 37pc

The Global Wealth Management Group reported $244 million in pre-tax income for the fourth quarter, down 37% from the $390 million the firm earned in the fourth quarter of 2010. At the same time, its pre-tax income of $1.3 billion for all of 2011 represent

Wealth and Asset Management

Warren Buffett croons for Chinese New Year

Affluent Investors Spooked by Market Volatility: Merrill Survey

Lebenthals Eye Wealth Management Growth With Dynasty Financial Partnership

JPMorgan CEO Said to Get About Same Total Pay for 2011

More cuts at Bank of America — including wealth management

Floyd Schwartz Selected For "2011 Orange County Wealth Managers"

Moynihan Says Bank Of America Could Save Up To $3 Billion Annually Cutting Costs

Gorman Said to Get 25% Pay Cut as Dimon Remains at $23 Million

Morgan Stanley nears British wealth management unit sale

New Rules for Investment Advisers: Is Your Family Office Required to Register Under the New Rules?

Deadlines Loom for Advisers Required to Register under Dodd-Frank or Become an Exempt Reporting Adviser

Citadel's main hedge funds clear high-water mark

BRIC billionaires 'up by a third since 2007'

Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008

Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008

Social Media in Wealth Management: The Evolving Role of Social Tools for Superior Customer Experience

Major wealth group’s profits plummet 37pc

Trinity Fund Administration Expands in New York

UHNW families move to tighten risk management practices, focus on liquidity - study

The Future For Ex-Bank of America Exec Sallie Krawcheck