Managers of Wealth Americas

Rewards and risks of managed account programs

The rise of managed investment accounts in the wealth management industry

An Important Lesson for Trustees: Keep It Simple

Simple portfolios consistently outperform, especially after all fees and realistic return and risk calculations.

Wells Fargo staff ‘shocked and upset’ by scandal

President of asset management arm acknowledges daunting task of regaining client trust

Ultrahigh-net-worth wealth unit of U.S. Bank expands into new region

The new office in La Jolla will serve individuals and multigenerational families "who aspire to make an impact with their wealth," Ascent said.

Equities Might Matter So Much Less For Your Wealthiest Clients

For most affluent families, Desjardins finds that primary residences and vehicles are the most "massive" components of wealth at the beginning stages.

MAI acquires Calfee Financial Advisors's wealth management unit

Marks MAI’s first acquisition of 2018 and expands its presence in Greater Cleveland

State Street chief takes aim at the cost of servicing

Bank’s chief executive-to-be says activities will move to front office

Swiss private bank acquires Brazilian wealth management firm

: “We are pleased to be acquiring Reliance which will highly complement our existing business for the benefit of all clients. The combination will form the undisputed leading independent wealth manager in Brazil and demonstrates our long-term commit

City Hive reveals findings of first Harassment in the City survey

The white paper covers a number of essential topics and headwinds likely to arise within a family office and offers insights on how to best mitigate.

Union in Va. adds heft in wealth management with latest acquisition

The deal is expected to close in the second quarter.

Edelman Financial Services Announces Move to Envestnet Wealth Management Platform

The agreement will help Edelman deliver a state-of-the-art client experience.

UBS bankers ‘frustrated’ with growth on Wall St

Insiders remain optimistic because of strategic hires and new global wealth business

Swiss Private Bank Moves in Miami

CBH has subsidiaries in Nassau, London, Hong Kong and Tel Aviv.

Raymond James Private Client Group reports record quarterly net revenues

Growth in securities commissions and fees, as well as higher short-term interest rates, helped the segment generate record results in the fiscal first quarter.

PAM Awards: Mack International Receives 6th Nomination for Best Family Office Consulting Firm

Ms. Mack has built her career serving family offices, family investment firms and family enterprises

RBC accelerates recruiting streak with latest addition from Wells Fargo

Some of RBC’s recent recruits include a team managing $200 million from Wells Fargo, a Morgan Stanley advisor managing $180 million and a $610 million team from Merrill Lynch.

Raymond James, Ameriprise Embrace Broker Protocol

The company “remains committed to supporting the agreement, as we believe the integrity of the adviser-client relationship is integral to putting clients’ interests first.”

Signature Family Wealth Advisors Nabs Massey Family Office

In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.

Citi Private Bank Sponsors Motor Racing Legend

He led the race for 27 laps and achieved the fastest average lap-time of any driver.

UBS to merge US, international wealth management divisions

UBS said its American wealth management business would be merged with its international wealth management division with effect from February 1.

Wealth and Asset Management