Managers of Wealth Americas

Barclays Could Unload Americas Wealth Management Unit

One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold, the FOX Business Network has learned.

Qatar Wealth Fund to Open New York Office Amid Hunt for Deals

Qatar Investment Authority, the Gulf state’s sovereign wealth fund, is setting up an office in New York as it scouts for deals in the U.S., according to the country’s state news agency.

Millionaires Don't Know When to Quit

The quarterly report is generated through a survey conducted in March with 2,215 U.S. investors who have over $1 million in net worth.

Tiedemann Wealth Management Continues West Coast Expansion

He is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst

Where the Ultra-Wealthy Invest Money: Tiger 21

In Q1, public equity exposure holds steady as many investors anticipate market correction

BMO Financial Group Unveils New Wealth Management Brand

"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses

IMCA Awards Recognize Outstanding Achievement

The first recipient of this award is Jean L. P. Brunel

Choosing A Single-Family Office Operational Structure

There are a number of different types of operational structures the ultra-wealthy are adopting when they establish their single-family offices

Life Insurance -- The Often Missed Opportunity For Wealth Management Accounting Practices

The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.

Not Just Your Millennial’s Advisor

A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools

UBS Investor Watch Report Examines What Drives Millionaires

UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "When is enough…enough?" revealing the anxieties that underlie the successes millionaires have achieved.

Northern Trust Wins Awards for Fund Administration and Securities Lending

“The Custody Risk Americas Awards reinforce our client-centric approach and emphasis on providing our clients with customized solutions for their regulatory and reporting needs,”said Dan Houlihan, head of Northern Trust Global Fund Services in

Wealth Manager sets sights on aging advisers

Joseph Heider isn't just expecting wealth advisers to retire in coming years.

The Multi-Family Office Platform

The ultra-wealthy are increasingly considering establishing single-family offices or availing themselves of multifamily offices.

Wealth management unit of CIBC opens in West Palm Beach

“This strategic move is part of our ongoing plan to expand our business into key wealth markets throughout the nation,” said Jack Markwalter, chairman and CEO of the Atlanta-based company in a news release.

Wealth Adviser: How Wealth Managers Lose Focus Down the Stretch

Private equity targets individual investors.

Why Women’s Share of Wealth Will Grow

What’s behind this? It starts with baby boomers.

UBS Grabs $1.3M Merrill Advisor

Merrill, also on the hunt for new recruits

Top Multi-Family Offices and Wealth Advisor Firms are Breaking Away From the Pack

A new study from Family Office Exchange, a global membership organization of enterprise families and their key advisors, has revealed growing profitability among multi-family offices and wealth advisors and, at the same time, increasing divergence in prof

Raymond James Head Says Proposed DOL Fiduciary Rule Would Hurt Many Investors

"Honestly, I believe (the proposal) will leave millions of people without the advice they're getting today," Paul Reilly, chief executive officer of the independent brokerage Raymond James Financial

Wealth and Asset Management