Managers of Wealth Americas

Private Wealth Systems names top FinTech solution

The company’s private cloud-based system reduces the technology costs for private banks and investment managers, while allowing for global scale in a highly secure environment.

Family Office Leaders are Eager for Insights

Even executives who run single-family offices are often in the dark about what their peers do.

BNP Paribas’ Bank of the West opens private wealth management services in Manhattan aimed at HNWI’s and family offices

The Group is looking to put over a hundred private wealth advisors in place in the next three years.

Wealth Management: Setting and Obtaining Financial Goals

The payoff to wealth management is peace of mind and security, knowing the path to attaining their objectives is in place and, if they follow it, they’ll be successful in those endeavors, said Jeffrey Burr

HSBC Private Banking Expands to Seattle

The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.

Has The Bear Market Started?

It is clear that plenty of asset allocators agree with him.

AFL Investments rebrands as Argus Wealth

Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.

Schwab CEO TalksFees and a Possible "Brentrance"For Advisor Platform

Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.

HBKS buys stake in K·Coe Wealth

HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.

CNBC Interview with Deutsche Bank Chief Financial Officer, James von Moltke

A significant amount of what we're working on as well relates to leverage exposure and bringing down the balance sheet, more than it does to dramatic restructuring actions.

Raymond James Financial Reports Second Quarter Fiscal 2018 Results

Results in the quarter were also helped by strong investment banking revenues and the effects of higher short-term interest rates.

Bank of the West Wealth Management Group Expands to New York with New Office

Bank of the West, part of the BNP Paribas Group, opens Midtown Manhattan location to serve high-net-worth clients in New York City and the surrounding region, with an emphasis on expatriates

Vistra doubles international expansion services business with acquisition of US-market leader Radius

Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.

M&A advisory, asset management drive Lazard's profit beat

Assets under management increased 17 percent to $251.7 billion, driven by net inflows across global and emerging markets equities and fixed income.

Merrill Ousts Star Chicago Broker Whose Team Includes Niece of Firm’s Wealth Boss

The team’s website lists Lee as a managing director and Caitlin Sieg, an assistant vice president, as the only other member with a corporate title.

UBS loses $300M team to Stifel as wirehouse exodus accelerates

The team’s clients include early stage investors and ultrahigh-net-worth individuals.

Wells Loses Large-Asset Team in Connecticut, $225-Mln-Asset Broker in Arizona

The pair oversaw almost $1 billion, said two people familiar with their practice, which services business owners, endowments and foundations, families, nonprofits and retirees.

Schwab Intelligent Advisory™ Named Winner of a Celent 2018 Model Wealth Manager Award

Celent is a global research and advisory firm for the financial services industry.

Merrill Lynch Team Brings $380M To DA Davidson

“We look forward to welcoming the team to the D.A. Davidson family and supporting our continued growth strategy in Colorado and beyond.”

More family wealth stays local with family offices

Number of local family offices has grown significantly in past 15 years

Wealth and Asset Management