Managers of Wealth Americas

Financial Gravity: How To Talk To Your Kids About Money

This is the familiar ostrich approach of sticking your head in the sand and hoping that the problem goes away.

Morgan Stanley Adds Bonuses for Advisors Who Land Cash-Heavy Clients

Comp plan for 2016 focuses on private banking as the ‘top strategic priority’

Deutsche Asset & Wealth Management’s X-trackers Platform Launches Enhanced Beta ETFs

Deutsche Asset & Wealth Management today announced the launch of its first enhanced beta exchange traded funds, Deutsche X-trackers Russell 1000 Enhanced Beta ETF and Deutsche X-trackers FTSE Developed ex US Enhanced Beta ETF .

Deutsche Asset & Wealth Management Launches Two Fixed Income Funds

The Funds, while not money market funds, are meant to serve our corporate clients and financial intermediaries’ evolving needs in light of the SEC’s Money Market Reform, which goes into effect October 2016.

Becoming part of the Super Rich Club running the World by Ziad Abdelnour, CEO Blackhawk Partners

Having been on Wall Street for over 30 years now, and having survived the 1987 crash, the Drexel Burnham bankruptcy, the 1990 credit crunch, the 2000 Internet crash, the real estate meltdown of 2006 and the 2008 Wall Street financial crisis, I think I hav

Bank of the West Announces Winners of the Sixth Annual Philanthropy Awards

Barrio Logan College Institute and Lava Mae each receive $100,000 grants and honored for their commitment to their communities

Family offices flock to co-investment

If you are earning only 5 or 6% a year with an alternative product, 2 and 20 feels awfully expensive

Personal Capital Reduces Minimums To Increase Growth

We’re democratizing access for more people to take advantage of our expertise and services to improve their financial lives

Beck Bode Wealth Management to acquire Boston Retirement Advisors

The acquisition, which will be completed on Dec. 31, doubles Beck Bode’s assets under management and will increases the staff to 14 members.

How to Advise Professional Athletes

Many professional athletes, even if they come from humble beginnings, have been constantly catered to from the moment it became clear that they had any talent.

Wells Fargo Sees ‘Feeding Frenzy’ for Credit Suisse Bankers

Wells Fargo reached an agreement last month with Credit Suisse giving it the inside track on recruiting the Zurich-based company’s private-bank employees as the firm retreats from managing wealth for U.S. clients.

Wealth-X and Camper & Nicholsons Form Knowledge Partnership for Global Insight on Wealth and Superyachts

Wealth-X and Camper & Nicholsons today announced a knowledge partnership that will result in a first-of-its-kind report on the world’s ultra wealthy and the luxury yachting sector.

Family friction perceived as biggest wealth management obstacle: report

Working through financial decisions in isolation or failing to communicate effectively can disintegrate a family’s wealth far more quickly than it was accrued.

Focus Financial helps breakaway Merrill Lynch Advisors Launch new firm

The two have worked together at Merrill since 2006, serving clients in 40 states, though their client base is primarily concentrated in Massachusetts.

Abbot Downing ranks among world's richest family offices

More than one-third of Abbot Downing's 280 employees are based in Minneapolis.

Family connections

Commercial Real Estate can favorably impact an investors return given certain provisions in the IRS code, such as depreciation.

Art Appreciation as a Lure for Ultra-Wealthy Clients

Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.

Morgan Stanley (MS): Stealing Retail Banking From Banking Giants?

Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products

Wealthiest home buyers look to the US, UK and Switzerland, new study shows

UHNW buyers look for residences that are environmentally sustainable, technologically sophisticated, or that fit better with their personal and family needs.

Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows

Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.

Wealth and Asset Management