Managers of Wealth Americas

Can China's Rich Hold Onto Their Wealth?

These are people whose total average assets are at least RMB 10 million a day, over a one-month period.

As financial advisers age, customers worry about who will guide their portfolios

That could spell trouble for some firms that have no plans for passing the torch to a younger generation.

Lombard Int’l sets up dual US-UK wealth solution

In addition to providing a practical solution to the issues faced by US clients, the hybrid policy also caters to UK residents who, for business or personal reasons, plan to take up residence in the US for a period of time.

Lightyear-backed Wealth Enhancement Group to buy HHG & Co

The partnership with HHG further expands the firm’s presence and we look forward to working with the management team

Fund Evaluation Group Expands Research Solutions Business with Investment Advisory Firms and Multi-Family Offices

Fund Evaluation Group, LLC adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.

Morgan Stanley Wealth Management Launches Enhanced UMA Trading Capability for Financial Advisors

“UMAX’s ability to so efficiently facilitate changes across multiple UMA portfolios simultaneously is a major step forward in the industry,” he added.

UBS’s French Business Faces Inquiry Into Possible Witness Tampering

The judges are in the process of determining whether to send that case to trial.

Ascent Private Capital Management of U.S. Bank Wins Best in Private Banking Award

The award was accepted by Ascent Head of Private Banking Mark Foster at the PAM Awards ceremony in New York City on Feb. 22. Ascent has received a total of four awards from PAM since 2014.

BOK Financial Closes on Weaver Wealth Management Transaction

The deal is anticipated to increase BOK Financial’s assets under management and administration by approximately $320 million and expands the company’s wealth management reach in Texas.

Tiedemann Wealth Management Wins 2016 PAM Award for Best Trust and Estates Division

The PAM Awards recognize and reward those who have provided exceptional advice and service to wealthy families in an increasingly complex economic environment.

Cantor & Webb Named U.S. Private Client Law Firm of the Year at 2016 Private Asset Management Awards in New York

The black-tie event was attended by hundreds of private wealth executives and celebrated those who have provided exceptional client service to the private asset management industry over the past 12 months.

Key Private Bank Awarded 'Best Private Wealth Manager Client Service' From Private Asset Management

Key Private Bank's mission is to deliver proactive and personalized expertise and advice by combining local market insight

Bram Goldsmith, LA’s ‘Banker to the Stars,’ Dies at 93

Mr. Goldsmith is survived by his wife Elaine, their two sons Russell and Bruce, and five grandchildren.

The Richest Investors in the World (No. 3 Will Surprise You)

If there’s one lesson to be learned from the wealthiest investors in the world, it’s that there isn’t one definitive way to make your billions

Independent broker-dealer Money Concepts is pleased to Announce Chris Kimball as Five Star Wealth Manager Award Winner

This award is given to wealth managers with the highest level of overall client satisfaction.

Fieldpoint Private Repeats at Private Asset Management Awards

Named 'Best Private Wealth Manager, Under $5 Billion'

PAM AWARDS 2016: First Republic Named Best Private Wealth Manager

Private Asset Management Magazine Honors First Republic For Sixth Year

PAM AWARDS 2016: Boutique family office named Best Multi-Family Office

The Family Wealth Report Awards are judged based on innovation and excellence achieved in 2015 as judged by FWR.

PAM AWARDS 2016: Atlantic Trust Named Best Private Wealth Manager

The 2016 PAM Awards were announced earlier this week at a ceremony in New York. Eight firms were shortlisted for this award.

There is a new category of super rich, and JPMorgan wants their money

There is a new jewel in JPMorgan's crown.

Wealth and Asset Management