Managers of Wealth Americas

Integrated Wealth Management Growth Drives Decision to Move Headquarters to Palm Desert

This growth has driven our decision as we believe it is more efficient for operations to be closer to the majority of the firm’s advisors.

Financial Crisis ‘Cast Long Shadow on Investors’: UBS

Survey of wealthy and affluent investors finds nearly 90% are keeping or increasing cash holdings since 2008

Wealth Managers, Start Paying Attention To Social Impact

One of the striking features of the report in recent years, is the increasing interest among wealthy individuals regarding social impact.

BNY Mellon to buy Menlo Park investment firm

Atherton Lane Advisers co-founders Perry Olson, Janet Littlefield and Gary Patterson will join BNY Mellon Wealth Management, with Mr. Olson assuming a senior leadership role, the company said.

Socius Family Office Recognized for Growth and Innovation

Independent, South Florida Based Firm Shows Dramatic Growth In Demonstration of Innovative Client Service Model

How to Build a Family Office Environment

UBS's Ira Walker explains how he's remaking his service model

Time to quit Wall Street for a job in the Caribbean? South America?

Want a job in the Caribbean or somewhere else with a warm climate?

Soccer Capt. Takes A Pass, Scores in Wealth Management

Chandler, now Head of Wealth Management Advisor Group, East,at UBS, was born in Denver to two school teachers.

Northern Trust Asset Management Launches New Generation Target Date Solution – Life Engineered™

New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life

U.S. Trust Announces 6 New Hires

U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.

'Penta-Millionaires' Numbers Grow

Phoenix Marketing is an information resource on affluent and high-net-worth individuals and households.

Ultra-High Net Worth Portfolio Protection Strategies In A Horrible Market

It is starkly real, and as the headlines urge, we might see even more ups and downs in the months ahead. Whether we ultimately call this a “Correction” or a “Bear Market” is beside the point.

Bridgepoint Said to Agree $2.2 Billion Portfolio Sale

Bridgepoint has transferred its interests in a number of the residual assets in Bridgepoint Europe III to a global institutional investor

Family offices rise to center stage at venture conference in St. Pete

A discussion on family offices is part of the agenda for the first time at the organization’s Florida Venture Capital Conference.

RBC Global Asset Management launches RBC Global Growth & Income Fund

RBC Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers.

RBC Global Asset Management Expands Suite of US$ Investment Solutions for Canadian Investors

RBC Corporate Class Funds are available to individual investors through four options: Series A; Advisor Series; Series F (available via financial advisors); and Series D (available via direct-to-client platforms).

Goldman Sachs and Morgan Stanley CEOs get pay cuts amid market turmoil

Goldman Sachs' revenue fell 2 per cent in 2015

Miami Dolphins owner Stephen Ross makes a big New York win

Ross’s New York-based Related Companies team is faring far better.

Hedge fund billionaire opens shop in Miami Beach

Appaloosa recently opened a small office on Washington Avenue in the heart of South Beach, the Miami area's flagship vacation destination

BNY Mellon to Acquire Assets of Atherton Lane Advisers of Menlo Park, California

"Atherton is located in the heart of Silicon Valley, which is a key wealth market for our national and global expansion strategy.

Wealth and Asset Management