Managers of Wealth Americas

Modernizing Trusts for Modernized Families

In the UHNW space, these claims can bring unwanted publicity.

PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors

Advisors must have a minimum of seven years of experience to be considered.

Clarfeld Ranked 6th, Top Boutique Advisor, Among Mega Firm Advisors on FORBES’ “America’s Top Wealth Advisors”

The FORBES article describes CLARFELD’s passion for estate and tax planning, investments; financial concierge services

Citizens Wealth Management chases mass-affluent business

When compared to the overall U.S. population, the bank's concentration of mass-affluent clients is even more striking.

National Advisors Announces Agreement with PDS Companies for Unique Asset Services

PDS services will be marketed through NA's National Advisors Concierge Services entity.

Prospera Financial Services expands team

Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Cordatus Wealth Management, LLC to the Firm; Adds 1.2 Billion in AUM

The conversation clients need to have with their wealth managers

This distinction is important because these two sets of clients approach risk in a significantly different manner.

Forbes Ranks Ric Edelman Among Top 10 Wealth Advisors in the Nation

The other firm, according to Forbes, has a $5 million household minimum, and a typical account size of $20 million, suggesting that the firm has just 275 clients.

Besyata Investment Group acquires Washington Park Plaza in Chicago MSA for $32 million

Besyata believes investing in value-add real estate transactions is not only a risk averse solution, but also a prime opportunity to generate positive alpha

U.S. Firm has Expansion Plans for Wealth Management in Thailand

The Eagle Gates Group expects to more than double its wealth-management staff in Asia over the next five years.

Wells Fargo Asset Management expands quantitative offering with acquisition of Analytics Investors

Analytics Investors, which was founded in 1970, is the sub-advisor of 361 Capital, an investment firm specialising in liquid alternative mutual funds.

Boston Private Wealth Lowers stake in JPMorgan Chase & Co.

The investment management company now holds a total of 832,865 shares of JPMorgan Chase & Co.

US jobs: another positive payroll surprise

US activity is picking up pace

Evercore Wealth Management Lowers stake in Polaris Industries

Evercore Wealth Management reduced its stake in Polaris Industries

Some of Wall Street's biggest names have their eye on your savings

Out to win the savings of smaller investors

Swiss banks feel threatened by LatAm tax clampdown

These Swiss rules helped the world's super-rich keep cash hidden from the taxman for decades.

Tiedemann Wealth Management and Presidio Capital Advisors Combine Firms to Create Leading National Investment and Wealth Advisor

We take great pride in remaining committed to our private ownership structure and our completely objective approach to wealth management.

Butterfield files for proposed IPO in US

The reverse share split is necessary for the bank to meet the NYSE listing rules that require securities to have an initial trading price of at least $4 per share.

Wall Street wealth managers face growing competition

Other wealth managers are seeing top clients add to cash holdings on fears of market turbulence and geopolitical conflict.

Canaccord Genuity’s UK wealth business reports 11% AUM rise

Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r

Wealth and Asset Management