Managers of Wealth Americas

UBS: The American Dream

Since February 2018, the U.S.-based brokers at UBS and the Swiss private bankers are sitting in the same boat, having become part of the new super-division dubbed Global Wealth Management.

SunTrust Opens Private Wealth Management Office in Boston

The Boston team is the latest example of SunTrust Private Wealth Management expanding into new markets.

$2 Billion Private Wealth Advisory Firm Moves to Alexandria

Verdence Managing Director and Partner Charles S. Holt will lead the new office in Alexandria.

The limited choice from Buffett’s buffet

False dawns in Japan have scarred plenty of investors.

Cresset acquires Cypress Wealth Advisors

“At Cypress, we are committed to helping grow and protect our clients’ wealth so they can live life on their own terms."

UBS Advisor Frank Coiro Named to Forbes List of America's Best-In-State Wealth Advisors

Recognition of an exceptional career in Financial Services

Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with FinTech Magnetis in Brazil

GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with the leading local digital financial advisor Magnetis, in which it will acquire a minority stake.

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is facing the same disruption and challenges being felt across the wealth management industry.

Making the switch from PortfolioCenter to Black Diamond

The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.

Schroders develops wealth tool for US bank’s global clients

Combines science of behavioural finance and investment education to improve choices for high net worths

Empowering women is critical for the world’s economy and people

If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.

Hardly Anyone Is Too Poor to Share

A basic level of social protection is affordable nearly everywhere

OppenheimerFunds Reveals Findings About HNW Women

The study found that 97 percent of HNW women are sticking with their advisors and are comfortable with them calling the shots.

Do Charles Schwab RIAs think their custodian is competition?

Schwab rolled out its new pricing last month.

Merrill Lynch expands due diligence to retirement offerings

Merrill's home office has already begun to work on some retirement investments, and in March began covering investment strategies for its recently-launched 401(k) fiduciary offering.

A Corporate Finance Approach To High-Net-Worth Individuals

These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.

How Private Banks can rethink their Brands to appeal to a New Generation of Investors

If millennials care about convenience, inspiration and openness when it comes to their investments, then these values should be visually expressed through every touchpoint

A Story of Asset Management in Five Pieces

Article by article, it will move to the 1950s, 1960s, 1970s, 1980s, 1990s and will finally take a look at the present situation of this industry.

Wealth and Asset Management