Managers of Wealth Americas

Finally, a Way for Lawyers to Get Really Rich

Litigation funds are lucrative but tricky for investors to value.

It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity

In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.

Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts

People from across the U.S. can open dynasty trusts in these states, and top wealth planning firms say they’re doing so.

Family offices take on alternative investing

“There’s a benefit to being closer to the assets, to being the general partner and investor in an opportunity,” Nolte said. “That’s why Marcus Investments was created.”

Billions Of Dollars From The Super-Rich Are Looking For Direct Investment Opportunities

“The ultra-wealthy are increasingly using retained intermediaries to source and, with the help of other professionals, to generate deal flow,” says Rick Flynn, managing partner of FFO Business Management & Family Office

It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity

In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.

Family Offices Support Mexico’s Thriving Startups

A wave of young and entrepreneurial professionals are turning the country’s capital, Mexico City, into Latin America’s Silicon Valley.

What is Kevin Durant’s net worth? NBA Finals and Warriors star’s wealth revealed

Kevin Durant put up 43 points in Game 3 of the 2018 NBA Finals, giving the Warriors a 3-0 lead over the Cavaliers and putting another NBA title in reach

How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients

Gunderson’s team of eight serves 220 families and has $779 million in assets under management.

Nikko AM creates lead diversity role

Creates new Diversity Advocate role, to further bolster diversity and inclusion

Wealth Manager Accused Of Fraudulently Billing Tenants

The suit, filed Tuesday, claims Invesco violated a local ordinance and Illinois state law by terminating leases held by tenants at its Mount Prospect, Illinois, rental properties and then hitting them with illegal fees.

Citi scrutinized the investment accounts of thousands of its super-rich clients

According to Bailin, clients who had followed Citi's global asset allocation recommendations outperformed those who did not by up to 200-300 basis points per year for between one and three years.

Is diversity the key to the succession plan challenge?

This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.

Advisors Have New Resource To Serve Philanthropic Needs Of HNW Clients

These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.

A Look At Changes In Wealth Management Revenues For The Industry's Largest Players

We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world

How Long Can Morgan Stanley's Wealth Management Business Sustain Its Growth Trajectory?

The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future

LPL loses broker-dealer business of $915 million hybrid to Private Client Services

RFG Advisory has 38 advisers in four states

EP Wealth Advisors buys $400 million Donnelly Wealth Advisors

Addition of San Diego-based firm brings EP's AUM to $3.6 billion

How an RIA found its M&A soulmate

Last year EP became part of Wealth Partners Capital Group, a holding company intent on consolidating small and mid-sized advisory firms around the country.

David Rubenstein’s Family Office Has Bigger Ambitions

Rubenstein hired a former money manager at MSD Partners, Brian Frank, to run Declaration Partners, Bloomberg writes.

Wealth and Asset Management