Managers of Wealth Americas

With the Opening of a New Office in Dallas, Texas, Atlantic Trust Grows to 14 Offices Nationally

Managing Director John W. Winslow, CFA, will serve as head of the Dallas office.

Cohen’s Point72 to relocate New York offices to 55 Hudson Yards

Additionally, Point72 anticipates hiring more New York staff.

Deutsche Asset Management Adds Fourth Fund to Comprehensive Factor ETF Suite

The new fund seeks to track the Russell 2000 Comprehensive Factor Index.

Ruggie Wealth Management Named to Financial Times 300 Top Registered Investment Advisers

More than 1,500 pre-screened RIA firms were invited to apply for consideration

UBS to Sell U.S. Wealth Management Unit?

And UBS' stockbrokers in the U.S. cater to clients who would typically be thought of as retail elsewhere in the world.

Private wealth creation in US slowing down

The average Australian is now significantly wealthier than the average US citizen, according to a report

UBS could be for sale soon

He also thinks UBS would likely not recover the multimillion-dollar price it paid in its 2010 transaction for the former PaineWebber.

Flat asset growth sends Wall Street’s brokers scrambling

Private wealth in the US hit the skids last year as markets contracted.

What’s Going On With Visium Asset Management? ‘Imploded’ Hedge Fund Plans Shutdown

Visium's performance has been lackluster of late.

Top asset manager cuts workforce

The competitive demands of this industry require that we continually adapt and innovate to meet evolving client needs', according to the memo signed by top executives.

Key Private Bank's Veena Khanna Named One Of The 50 Most Influential Women In Private Wealth By Private Asset Management Magazine

The 50 women selected for this honor were chosen based on a combination of peer recommendations

Covenant Announces Industry Recognitions

Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Hub for millionaires

That makes one-on-one prospecting for clients a crucial tactic.

The Rudin Group Forms Strategic Partnership

Premier Wealth Brand Consultancy Expands to Help Clients Capitalize on Unprecedented Opportunities for Growth

Wealth Management Tied To Loan Out Corporations For Celebrities

With a loan out corporation, the celebrity is an employee of the firm.

Savant Capital Management Continues to Grow in the Chicagoland Market

Maya Kirk joined Savant as the office administrator and a client services representative in the firm's Wilmette office.Maya Kirk joined Savant as the office administrator and a client services representative in the firm's Wilmette office.

Morgan Stanley Wants Bigger Slice of the Family Wealth Pie

The new program, dubbed “premiere cash management,” includes online bill payment and checking, insurance and fraud monitoring services, Reuters writes.

Triad Advisors welcomes wealth management group

The firm has a total of three advisors, including its founders Bill Dunham and Barbara Deitel, along with Matthew Deitel, plus one additional support professional.

Morgan Stanley's wealth business helped by offshore flows

But many European countries are preparing to set up registries that would make it harder for shell company owners to remain anonymous or avoid taxes.

Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership

The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff

Wealth and Asset Management