Managers of Wealth Americas

O’Connor Davies Shortlisted for Three Family Wealth Report Awards

Family Office Services Team nominated for excellence in tax advice and wealth management technology solutions.

Art Collections as Family Office Investments: Preserving Beauty, Heritage and Wealth

This interest is fuelled by the extensive economic crisis experienced in 2009.

Northland Wealth Management shortlisted for Family Wealth Report Awards 2015

It is a great honour and a testament to the hard work our team has put in over the last 12 months.

Ifert launches independent advisory firm, affiliates with Raymond James

Ifert has worked in financial services for more than 32 years.

Small banks join trend of wealth management

Low interest rates have made it difficult for banks to make money on loans

Mariner Wealth buys stake in Pennsylvania firm

It also opens to clients of Vantage other services Mariner Wealth offers

Morgan Stanley says wealth management employee stole client data

There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.

Wealth management firm buys investment adviser

Financial terms of the deal were not disclosed in a news release Monday.

Convergent Wealth Advisors Shortlisted for Family Wealth Report Awards 2015

These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.

The main players in asset management

Most players focus on one style

Happy New Year

Before the golden sun sets, 2014’s calender is destroyed, And mobile networks get jammed, I wish in 2015 every moment is enjoyed. Happy New Year 2015 !

Deutsche Bank Likes Long / Short Strategies Amid Stimulus Uncertainity

When considering risks, the report noted that the withdrawal of stimulus is a wild card, an unpredictable event that might lead to favoring a long / short strategy as opposed to a long only approach.

U.S. Mint gold coin sales on track for biggest annual drop since 2006

U.S. Mint data on Monday showed gold coin sales reached 524,500 ounces in 2014 so far, down from 856,500 ounces in 2013.

UBS Whistle-Blower Birkenfeld Seeks Permission to Move to Europe

UBS paid $780 million to avoid prosecution

Warburg and Carlyle snap up rating agency

The buyout pair completed a deal for the Toronto-based company in partnership with a consortium of Canadian-based individual investors, including DBRS founder, Walter Schroeder, and other members of the company’s management team.

The Five: Small business questions to ask your financial adviser

Everything you own for personal use, pleasure or investment is a capital asset.

Natixis Global Asset Management Closes NexGen Financial Acquisition

The Arrangement constitutes a change of control of NexGen Financial Limited Partnership, the manager of the NexGen mutual funds, effective today.

Legg Mason board OKs new share purchases by top holder Trian

Baltimore asset manager Legg Mason Inc's board has approved additional future share purchases by its top investor, Trian Fund Management, according to company filing on Friday.

Manulife Asset Management Shares Investment Insights in "Global Intelligence: The Year Ahead"

Monetary policy divergence, needed structural reform in many economies, declining oil prices and a strengthening U.S. dollar cited as key topics for investors in 2015

Anne Hoagland, JPMorgan Asset Management Executive, Dies at 62

Anne Hoagland, an executive director at JPMorgan Chase & Co. (JPM)’s asset management unit who specialized in researching large real-estate deals for institutional investors, has died. She was 62.

Wealth and Asset Management