Managers of Wealth Americas

Annual Financial Report 2011 and Annual General Meeting 2012

The circular relating to the Annual General Meeting will be sent to shareholders with the Annual Financial Report or the Annual Review and Summary Financial Statements.

Top 8 Trends for Asset Managers in 2012: Cerulli

So what’s the biggest take-away for asset managers in the wealth management space?

Societe Generale Private Banking and Forbes Insights analyse global wealth and family ties

The study analyses over 1,200 of the world’s largest fortunes with a minimum net worth of 210 million US dollars, in 12 countries or regions: Brazil, China, France, Germany, Hong Kong, India, Mexico, the Middle East, Russia, Singapore, the United Ki

Adams Hall Asset Management Opens Dallas Office

Firm appoints experienced wealth management professional to lead expansion into Texas

TV Journalist Starts Woman-Owned Advisory Firm in Manhattan

Back in 2010, Financial Planning featured Wong Ulrich on its cover with a story she authored about the changing face of financial planners. In the piece she argued that more planners of color are needed to serve the growing ranks of wealthy minorities.

Citigroup Study Shows Asian Rich Topping North American

The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citigroup Inc.’s private bank said.

Citigroup Study Shows Asian Rich Topping North American

UBS Revamps Leadership in Americas Wealth-Management Unit

UBS AG, the Zurich-based investment bank, shifted leadership roles within its wealth-management Americas unit, according to a memo today from Americas Chief Executive Officer Robert McCann.

Morgan Stanley wants to buy out Citi from wealth JV

Morgan Stanley is interested in buying all of Citigroup Inc's stake in their wealth management joint venture this year in what could be a roughly $10 billion deal, said people familiar with Morgan Stanley management's thinking.

BofA Merrill Lynch Launches New DC Investment Consulting Services

The firm also plans to help its plan sponsors educate participants on the 401(k) and defined benefit plans they participate in.

48pc of Americans pessimistic about financial markets - survey

Bleak Outlook Creates Investor InertiaThe survey, conducted between February 9 and 12 of this year, found that worries about the markets and the economy are leading investors to delay making investing or planning decisions.

U.S. Trust Veteran Leaps to Fieldpoint Private

He comes to the firm from Bank of America's U.S. Trust unit, where he advised on $1.5 billion in wealth for approximately 100 large families and institutional clients.

Northern Trust Snags Wealth Manager

He has nearly 30 years of experience in the financial services industry.

Raymond James client assets rose 2.8% in February

The investment-banking and wealth-management firm said total client assets under administration rose 2.8% from January and were up 5.9% from a year earlier.

Millionaires add to their ranks

They're moving on up.

First Republic Expands Wealth Management Team in New York

Senior Portfolio Manager and Senior Trust Officer Join Rockefeller Center Office

Lerner's former associate targeting wirehouse advisers

Cabot has three people focused on recruiting advisers from Wall Street firms.

Raymond James reports February 2012 operating data

As of today, 98 percent of Morgan Keegan financial advisors presented with retention incentive offers have indicated their intent to accept and will be joining Raymond James upon closing of the merger.

Completion of sale of Old Mutual's Nordic business

Payment of the special dividend of 18p per share (or its equivalent in other applicable currencies) is now unconditional and will be made on 7 June 2012 to shareholders on the register at the close of business on 20 April 2012.

Goldman Sachs launches 'muppet' hunt‎

Goldman Sachs has begun scanning internal emails for the term "muppet" and other evidence that employees referred to clients in derogatory ways, chief executive Lloyd Blankfein told partners in a conference call this week, according to people fa

Wealth and Asset Management