Managers of Wealth Americas

Ameriprise Widens Its Moat

Its growing prominence in wealth management is responsible for the rating increase.

Webster's Wealth Management Business Falters

The drop from the previous quarter was due to lower unanticipated volume in Webster Investment Services

Lateral Investment Management Announces Strategic Partnership

As part of the partnership, Lateral will advise The Leo Group on a private debt portfolio of $55 million.

Foundation crumbles: Wealth manager First Foundation withdraws $50 million IPO

First Foundation, a Southern California-based wealth manager and commercial bank, withdrew its plans for an initial public offering on Thursday citing poor market conditions

Billionaires and millionaires are going nuts with their personal staffs

But seriously, the people they're hiring are crazy.

Wealth Adviser: Science Replaces Cat Tricks in Hunt for Clients

“The cycles are longer and dependent on proven expertise in clearly defined market niches. More skill. Less serendipity.”

Sallie Krawcheck: "Ask for the raise."

“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”

A Navy Seal, a Yacht Captain, and 500 Other People Billionaires Trust to Manage Their Money

Managing the life of Sergey Brin is big business

Parents are paying $150,000 to tour colleges in private jets

While most high school seniors complete the dreaded college circuit in a rental car or their folks’ worn-out station wagon, an increasing number of parents are spending tens of thousands of dollars on private jets to ferry their privileged kids to c

Morgan Stanley Executive to Co-Host TV Show

SkyBridge Capital, a firm that invests client money into hedge funds, said in February that it planned to relaunch the show through an affiliate.

U.S. private wealth management division of CIBC receives Delaware Trust Charter

The state of Delaware has long been known as a leader in trust laws, offering wealthy clients more advantageous tax benefits, investment flexibility, control over trust terms and asset protection.

Snowden Lane Partners to Double Manhattan Footprint

The new space is being designed by Aref & Associates Design Studios

RBC must team up with early-stage companies to build the ‘bank of the future,’ says CEO

The bank will need to be part of a “thriving ecosystem” of entrepreneurs in order to innovate and “build the bank of the future,” he said.

Citibank Says former VP of private banking arm ran off with trade secrets

The bank on Friday accused a former vice president of its private banking arm of soliciting former clients

Guernsey presence felt at US estate planning conference

Guernsey's fiduciary sector was represented at a prominent international estate planning conference in the United States

Wealth management matchmaker bags £500000 seed round

Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.

Barclays Center Eyes West Coast Expansion for Booking Business

Execs want someone on the West Coast, just as they have people in New York and elsewhere

Fitch: Wealth Managers Have Opportunity in Automated Advisory

Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.

How to Prepare Heirs to Handle a Family Inheritance

New approach calls on the older generation to share their experiences and values with heirs

Building Smarter Single-Family Offices

The appeal of the single-family office is strong and continues to grow among the ultra-wealthy.

Wealth and Asset Management