Managers of Wealth Americas

Family offices manage more than just money for wealthy

Family offices serving billionaires usually have 50 people on staff and multiple teams, including investment groups

How To Prepare Millennials To Be The New Wealth Builders

So, who are these new wealth builders?

Cantella, BNY Mellon Expand Relationship with Private Banking Solutions

I chose Cantella to support my independent RIA in order to get access to innovative solutions such as these.”

Whistleblower Birkenfeld: “I helped Switzerland”

Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.

Tech CU's Wealth Management Division Continues With Record Growth in Investments and Private Banking

The group has seen consistent, record growth, with its last fiscal year (2014) showing a 19 percent increase in Tech Wealth Management's investment assets under management compared to the previous year

Centerville financial planning firm to double in size via acquisition

A small financial planning firm in Centerville plans to double in size this year after buying out two smaller firms, and has more acquisitions planned

Caring for Valuables and Collectibles in the Afterlife

"Who Says You Can’t Take It With You?”

$63 million is 'too much' to leave heir, survey finds

For parents wondering how much is too much to leave their heirs, Merrill Lynch has a suggestion

Here's what UBS's millionaire clients would do differently if they only had five years to live

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Texan CTA firm separates from Morgan Stanley after 18 years

Recent regulatory changes stemming from the financial crisis led Warrington and Morgan to re-evaluate their long standing relationship and to allow Warrington to expand its business outside of the Morgan Stanley Wealth Management network.

Don’t Underestimate the Robos

Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”

Private Equity Wins Interest From The Affluent

Financial advisors are finding that the affluent are increasingly interested in non-traditional investments.

Lightyear Capital To Acquire Majority Equity Stake In Wealth Enhancement Group

Lightyear Capital LLC, a private equity firm specializing in financial services investing, announced that an affiliated investment fund has signed a definitive agreement to purchase a majority equity stake in Wealth Enhancement Group

Cantor Wealth regroups following CEO's departure

New CEO will be hired as firm tries to jump start recruiting and plans on upgrading its trading platform

Butterfield named official America’s Cup bank

The Bank of N.T. Butterfield & Son Limited has been named the Official Bermuda Bank of the 2017 America’s Cup

Barclays Could Unload Americas Wealth Management Unit

One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold, the FOX Business Network has learned.

Qatar Wealth Fund to Open New York Office Amid Hunt for Deals

Qatar Investment Authority, the Gulf state’s sovereign wealth fund, is setting up an office in New York as it scouts for deals in the U.S., according to the country’s state news agency.

Millionaires Don't Know When to Quit

The quarterly report is generated through a survey conducted in March with 2,215 U.S. investors who have over $1 million in net worth.

Tiedemann Wealth Management Continues West Coast Expansion

He is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst

Where the Ultra-Wealthy Invest Money: Tiger 21

In Q1, public equity exposure holds steady as many investors anticipate market correction

Wealth and Asset Management