Managers of Wealth Americas

Rich retirees fear they’ll outlive their wealth

Each of these affluent Americans today has a minimum of $1 million in investable assets; hundreds have at least $5 million.

Investment in Abax Investments

We have deep respect for the experience and talent of the management team

Citi Launches Wealth Institute for Top Advisors

Citigroup's top financial advisors are headed back to school.

Mirae Asset Securities to offer wealth management services

For such a restructuring, it has recruited experts in wealth management and investment consulting from the local talent pool and plans to additionally take on new hires.

UBS Shares Its Strategy for Its Wealthiest Clients

There is a lot of sophisticated analysis packed into Haefele’s seemingly innocuous remark.

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors

Providing research to the Wealth Management division is an exciting endeavor for our firm

RBC named "Best Private Bank in Canada" by Global Private Banking Awards for fourth consecutive year

Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"

FOX Introduces Technology Consulting Services for Family Offices

The pace of technological change has posed a challenge for most family offices,” said Sara Hamilton

Book Review: The Single Family Office

He claims in person and in his book The Single Family Office that the most cost-effective way to manage your wealth is through running a family office. He specifically cites a $100 million minimum as to when a single family office makes financial sense.

Catholic Wealth Management: Thou Shalt Invest for Impact

Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse

Deutsche Asset & Wealth Management Acquires Class-A Chicago Residential Property

The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.

Husband Charged in Wife’s 2009 Killing on Upper West Side

Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.

Long-term vision gives Al Waha Capital chief clear goals

Al Waha’s capital markets division has been active in credit and equity markets for the past five years, managing internal portfolios, the next five will involve an expansion into a fully-fledged asset management division, with funds open to outside

Wealth management leader expands investment research team

Investment Team Now Represents One of the Most Pedigreed Investment Groups in the Independent Space

Ben Cheng Commences Managing Funds Exclusively for Aston Hill

As lead portfolio manager, Mr. Cheng will combine his 25 years of income-focused investing experience with the use of liquid alternative strategies

RBC looks to expand reach of ‘Hollywood’s banker’

The biggest acquisition of a US bank for almost four years was announced in January and is expected to be completed on Monday.

Nicola Wealth Management Honoured as a Top 10 Finalist for the 2015 Private Business Growth Award

The award, presented by Grant Thornton LLP and the Canadian Chamber of Commerce, recognizes successful private businesses committed to strategic growth

Top Brokers at Credit Suisse Unhappy With Wells Fargo Deal

Terms create opening for rival brokerages to grab some Credit Suisse brokers

J.P. Morgan Loses CEO of Chase Wealth Management

The CEO of Chase Wealth Management has left under mysterious circumstances two years after being named to the post.

Kleinwort Benson opens Boston office

KBII opened its first U.S. office in New York, with San Fransisco following in 2013; the new Boston office means the firm is ideally placed to service its growing North American client base, from the East Coast to the West Coast, and into Canada, where it

Wealth and Asset Management