Managers of Wealth Americas

Canada's RBC, CIBC looked at buying Boston Private Bank: WSJ

RBC initially valued Boston Private at $2 billion

Tiedemann Wealth Management Wins Prestigious Private Asset Management Award For Best Client Service

The PAM Awards recognize and reward those who have provided exceptional advice and service to wealthy families in an ever-changing, complex environment.

Asset Management Program for Real Estate Investors Now Helps Build More Capital at JWB Investment Group

Investors who spend time managing investment properties in order to grow annual profits can often pay high fees for management services through a third-party agency.

Money-Laundering Fears Fuel an RBC Retreat

Wealth-Management Offices Abroad Are Shut as Canadian Lender Retrenches

First Republic Named Best Private Bank by PAM

First Republic Bank a leading private bank and wealth management company, has been named Best Private Bank – Overall, by Private Asset Management magazine.

Fieldpoint Private Honored at PAM Awards

Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, announced that the firm has been named "Best Private Wealth Manager, Under $5 Billion"

FFO Partner Evan Jehle to Address "The Potentials and Pitfalls of Outsourcing Family Office Functions" at PAM Breakfast Briefing

FFO (Flynn Family Office) today announced that partner Evan Jehle will be a featured speaker at the "PAM Breakfast Briefing" on on February 12th, 2015, at 8:30 AM at The Lambs Club at 132 West 44th Street in New York City

Atlantic Trust Recognized for Excellence in Investments for Fourth Straight Year

Firm named Best Multi-Family Office-Overall-New Product by Private Asset Management magazine

Boston College Center on Wealth and Giving to Wind Down

Boston College’s Center on Wealth and Philanthropy, which has provided in-depth data and analysis on the charitable behavior of the very rich for 45 years, will close by the end of the year

Nine Counselors at The Colony Group Recognized as Five Star Wealth Managers

Nine financial counselors at The Colony Group have been named in the 2015 list of "Five Star Wealth Managers," comprised by Five Star Professional and published in the February issue of Boston Magazine.

Accountants As Wealth Managers

Accountants who effectively deliver wealth management solutions with a deep understanding of their clientele can dramatically, if not exponentially, increase profits at their firms.

Ultra-Wealthy Inheritors Are Planning To Directly Invest In Companies

Clearly, deal making by the ultra-wealthy appears to be a constant

HighTower Expands Northern Virginia Presence with Addition of Patricia Pick to VWG Wealth Management Team

HighTower welcomes Patricia Pick to the VWG Wealth Management team

Super-Rich Families Take On Risk To Delight Of Investment Bankers

The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers

George M. Dorrance III, 63, scion of Campbell Soup Co., dies

A scion of the Campbell Soup Co. family, Mr. Dorrance was the son of G. Morris Dorrance Jr., former CoreStates chairman, who was eulogized at his death in 2011 as "a banker with a heart." His grandfather was a prominent surgeon.

First National Bank to offer wealth management services

First National Bank has been a leading provider of financial services in the north coast for close to 140 years

Connecticut’s wealthy investors opt for aerospace

Last year, for instance, the state received the welcome news that the federal government was planning on a significant expenditure of defense dollars in Connecticut.

Which Top RIAs Have the Richest Client Accounts?

The size of an advisory firm, as measured by assets under management, doesn't always indicate the size of the clients that firm serves

Mack International Named a Finalist in the 4th Annual Family Office Review Awards

Family Office Review has announced Mack International as a short-list nominee for the prestigious Family Office Review Award in “Family Office Specialty Services Firm” category.

AMG Wealth Partners Announces Investment in Baker Street Advisors

As part of the transaction, Baker Street’s senior professionals have agreed to long-term commitments with the firm

Wealth and Asset Management