Managers of Wealth Americas

Greenwich's rise as a 'hedge fund capital'

It's Thursday night in Greenwich, and the sounds of wine glasses clinking and shoptalk reverberates through the hallowed halls of Indian Harbor Yacht Club as 200 hedge fund professionals mingle and sip.

Wealth management firm from Philly opens D.C. office

A Philadelphia-based wealth management firm, whose specialty is working with wealthy people very wealthy people has opened a D.C. office.

Synovus Family Asset Management Again Named To Bloomberg Markets List of “The Richest Family Offices”

The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.

State Street to Sell Hedge Fund Business in Management Buyout

State Street Corp. (STT) is selling its hedge fund investing business to the unit’s senior management.

UBS to Cap Bonus of Forex and Metals Staff on FINMA Orders

The measures were imposed as the regulator detected the company’s misconduct in its forex trading business.

Jamie Kempner of Loeb Partners says Family Offices Want to Invest Directly

He is a descendent of the legendary Loeb banking family, and the son of New York socialite Nan Kempner, known for her charity work, collection of couture and spending "more than I should, and less than I want."

One of the largest buyers of registered investment advisers is beefing up its network of advisory firms

The firm has completed 23 RIA and broker lift-out transactions this year

Wealth Management is Good for Banks

Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.

BofA's U.S. Trust hires a dozen advisers in October

U.S. Trust does not disclose assets under management or annual revenue production for the new hires.

LPL Adds $520M Firm To Hybrid RIA Platfrom

The firm only employs four advisors currently but hopes to attract experienced advisors throughout the Gulf Coast region.

US Banks' Shift to Wealth Management Generally Positive

Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed

Thomson Reuters Expands Wealth Management Solutions

Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced an agreement with Mediant Communications to provide shareholder communications for Thomson Reuters Wealth Management solutions.

Lessons From The High End

At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and trusted advisors to the ultra-affluent.

Moneyman tells of servicing NYC’s elite clients

The rich sure are different from you and Mark Mascia.

The master who teaches the Merrill herd to graze on wheatgrass and chia

The mild aerobics were part of a three-day event orchestrated by Chris Johnson, a wellness guru who has gained influence under John Thiel's leadership of Bank of America's Merrill Lynch wealth management business.

Optimizing Operational Design for the Family Office and Private Wealth Management by By Tomas Edwards

Whenever we discuss organisational structures and business models with our family office and private wealth management clients, one thing is very clear: regardless of size or complexity, these clients share a common desire to increase the efficiency of op

Wealth and Asset Management