Managers of Wealth Americas

City Commercial Banks Get Go-Ahead for Wealth Management Units

Bank of Ningbo, also in Zhejiang, won regulatory approval to set up a similar unit, the bank said Tuesday.

Parent of Forbes Family Trust Completes Acquisition

The acquisition, which was previously announced on April 25, expands FFT’s relationships with top managers and increases its access to the most promising funds, while offering its comprehensive suite of products and services to Optima’s client

Family offices take hold as ultra-wealthy investor segment grows

“Ten years ago, people didn’t really know what a family office was,” says Chris Clarke, family office director and chief executive officer at First Affiliated, a multi-family office in Collingwood, Ont., that works with about 70 high-net

Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting®

In addition to aggregated performance reporting, Merrill private wealth advisors will benefit from powerful portfolio analysis, a range of interactive reports on performance metrics, and a customizable dashboard that includes information held at other fin

What's Behind the 'Great Unbundling' of Wealth Management?

The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.

Merrill upgrades reporting for its wealthiest clients

The bank hopes to reach ultrahigh-net-worth clients who have complex investing needs, says Don Plaus, head of Merrill Private Wealth Management.

Raymond James adds $420M wirehouse advisors

The new recruits joined the firm’s independent broker-dealer.

Fired UBS Broker Launches RIA Aimed at Pro Athletes

His UBS team dissolved, and the three other team members left UBS for Wells Fargo Advisors in February, Ronnie Brown, a former NFL Pro Bowl running back who had been part of the group, tells the industry news website.

UBS Advisor Named to Forbes' List of Best-In-State Wealth Advisors

Recognition of an exceptional career in Financial Services

Does your firm want a lead—or a customer? by SS&C

This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.

Boston Private’s Ambitious Growth Plans

The bank hopes to have $50 billion in AUM by 2022

Why Inheritance Is Mostly Overrated As A Reason For Wealth

One measure of the percentage of the wealthy who are self-made is Forbes' own Forbes 400 list

Wall St giants tipped to snap up wealth managers

“We are seeing this trend play out across our client set as well,” Mr Halpern said.

Sanctuary Wealth expands into two new markets

Jackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June

Advisors could be doing more for HNW clients: report

High-net-worth investors continue to be laser-focused on outcomes and goals

Star Athletes Become Trophies Banks Covet as Salaries Skyrocket

Five years later, the Indiana native signed a four-year deal with the Avalanche -- then proceeded to fritter away $100,000 on a yellow convertible with black racing stripes.

Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Yea

The 2019 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this vast industry

How tech opens doors for better wealth management

Building on past studies, The Next Generation Wealth Manager draws from a survey of 305 high-level executives at investment banks and private banks, as well as 105 high-net-worth individuals.

Financial advisers rank among tops in US

Bernecker joined Merrill Lynch in 1997 as a financial planning specialist.

HSBC Private Banking issues market outlook for Q3 2019

Bank sees many investment opportunities despite complex landscape

Wealth and Asset Management