Managers of Wealth Americas

Wealth Management Data Startup Addepar Raises $140 Million

Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.

All in the Family: The Emerging Role of Family Offices in M&A

The Reimann family, who owns JAB, bought Panera Bread for $7.5 billion last month, a continued trajectory of their many vast acquisitions.

Waverton Investment Management unveils new portfolio service for US expats

The mandates will adhere to an investment process which adopts a global approach to equity and bond selection.

Morgan Stanley FAs to Work More Closely with Bankers

The move is part of an initiative launched by the firm’s strategic client management unit that was created several years ago to drive new business between Morgan Stanley’s units.

New clients, advisers key to keeping SunTrust's wealth market share, says CEO

We don't have any proprietary products sitting behind us.

Goldman Sachs Team With $1 Billion in Assets Goes Independent

DG Wealth Partners is the second Goldman Sachs team to partner with Dynasty.

Paulson & Co. Well On Its Way To Family Office Status

Six billion dollars have disappeared in a perfect storm of market losses and redemptions in the last 18 months alone.

Morgan Stanley Reshuffles Wealth Management Execs

The brokerage is doing away with the divisional level as a way of “flattening the organization” and giving more power to regional directors and local managers, according to the memo sent out to Morgan Stanley advisors by wealth management head

Canaccord Genuity Wealth Management reports $38.6 billion of assets

Excluding significant items, fourth quarter earnings per common share of $0.27

SEI Survey Exposes Gaps in Wealthy’s Investment Knowledge

Ultra-High-Net-Worth Misunderstand Investment Approaches

Wealth Professional Awards winners revealed

Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada.

UBS is changing how its army of financial advisers get paid

Advisers in the Swiss bank's Americas wealth management business now will be paid based solely on the amount of assets and not the volume of transactions or the products they recommend for retirement accounts, said Tom Naratil, who runs the operation

Where the rich are finding second homes abroad

One main reason they really like it is because foreign real estate is a hard asset that they can touch.

Citi Private Bank Issues New White Paper Family Offices and Cybersecurity

The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention

Family Office Networks Launches Los Angeles Family Office Association

The group will celebrate its local kick off with an exclusive, invitation-only networking event this summer at the Beverly Hills Hotel.

Lombard International signs joint venture in Mexico

We are delighted to be working with Lombard International.

The beauty of trusts for real estate investing clients

The more flexible buckets in which clients’ assets are stored, the more opportunities to plan.

The Simon Family-Office Solution

Why a single-family office in New Jersey merged with a traditional wealth-management firm, not a multifamily office.

South Street’s Deal for Lebenthal Falls Through

South Street’s offer was expected to help end a challenging period for Lebenthal, which was founded in 2007 as a revival of the municipal bond trading shop

As Merrill Lynch and Morgan Stanley cut back, what's next for recruiting deals?

If you are a wirehouse adviser who has counted a giant recruiting package as part of your net worth, you need to recalculate

Wealth and Asset Management