Managers of Wealth Americas

Ex-Rothstein Principals Launch Flynn Family Office

FFO Created to Help Ultra-Wealthy Clients Build and Protect Fortunes, Legacies and Personal Brands

Global private wealth rises to $152tn

"In nearly all countries, the growth of private wealth was driven by the strong rebound in equity markets that began in the second half of 2012," the firm said in its report.

SunGard Launches Cross-Asset Risk and Margin Solution to Help Brokers and FCMs Offer Increased Trading Capacity

The new solution can eliminate the need for multiple risk systems, which lowers total cost of ownership (TCO) and helps improve operational efficiency

Atlantic Trust continues record growth, hiring top talent

Firm has hired 20+ new professionals year-to-date in key markets to provide highest levels of customized service as business grows

Will Advisors Care About Krawcheck's New Women-Focused Index Fund?

Wall Street veteran Sallie Krawcheck is teaming up with a money manager for an index fund focused on women a fund that before its re-launch suffered dismal long-term performance

Charles Schwab Evolution Reaches Milestone Serving the Wealth Management Needs of Affluent Investors

Fifty percent of client assets now enrolled in some form of ongoing advisory relationship

Cory Colquette, CPA, joins Wealth & Pension Services Group

She brings a wealth of knowledge to the group with his CPA background and MBA in finance.

Securities America Welcomes Team With $50 Million in Client Assets

Trowbridge Wealth Management was previously with Sterne, Agee & Leach, Inc. where they managed $50 million in client assets that generated $650,000 in annual revenue.

Swiss Asset Manager GAM To Buy New Jersey-Based Singleterry Mansley Hedge-Fund Firm

Singleterry Mansley Operates $397 Million Beachwood Total Return Fund

Sallie Krawcheck Opens an Index Fund Focused on Women

The fund focuses on a selection of companies that are culled from a global index according to the gender diversity of their top ranks.

Deutsche Asset & Wealth Management Announces Partnership with CAIA

Deutsche Asset & Wealth Management is the brand name of the Asset Management and Wealth Management division of the Deutsche Bank Group

Michael Stein, Financial Adviser to Hollywood Moguls, Dies at 74

He died on May 30 at New York-Presbyterian Hospital.

Wealthy Investors Meet with Marijuana Startups in Denver

More than a dozen of the top pre-selected entrepreneurs will pitch accredited investors on their cannabis business dreams in a private meeting only open to its members.

Royal Bank of Canada Weighs Investing Up to $1 Billion in Spinout

The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.

‘Reverse Pacino syndrome’ drags on wealth

Everything we do is fundamental and performance-driven in nature

Wealth-X Expands Its Product Portfolio With Launch Of WEALTH-X DILIGENCE

New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk

Time For Advisors To Dive Down Market

With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.

Pantheon Woos Wealthy Individuals to Private Equity With Feeder Fund

Pantheon is courting wealthy individuals to private equity with a new platform that would give the high-net-worth sector access to its funds–without the need for institutional investor-sized checks.

Evensky And Former Pupil Merge Firms

The merger was completed 1 a.m. Tuesday, about a year and a half after the two parties started discussing the idea

Wealth management goes online in the US

A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.

Wealth and Asset Management