Managers of Wealth Americas

When It Comes to Money, Investors Want the Human Touch

Thanks to robo-advisors, investors have more options now than ever when it comes to wealth management.

Family Office Are Increasing Considering Philanthropic Money Managers

Family offices and the super-rich are finding a role for investment professionals who can help them structure portfolios that deliver financial and social/environmental results.

Storytelling To Raise Capital

On the other hand, raising capital in every field is extremely competitive.

Ultra Wealthy to Transfer US$16 Trillion Over Next 30 Years

Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history

Raymond James Adds $1.1M UBS Rep, Ex-RBC Team

Focus Financial affiliate adds an advisor with some $200 million in assets

Banking bonuses set to disappoint in City and on Wall Street

Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.

O’Connor Davies Shortlisted for Three Family Wealth Report Awards

Family Office Services Team nominated for excellence in tax advice and wealth management technology solutions.

Art Collections as Family Office Investments: Preserving Beauty, Heritage and Wealth

This interest is fuelled by the extensive economic crisis experienced in 2009.

Northland Wealth Management shortlisted for Family Wealth Report Awards 2015

It is a great honour and a testament to the hard work our team has put in over the last 12 months.

Ifert launches independent advisory firm, affiliates with Raymond James

Ifert has worked in financial services for more than 32 years.

Small banks join trend of wealth management

Low interest rates have made it difficult for banks to make money on loans

Mariner Wealth buys stake in Pennsylvania firm

It also opens to clients of Vantage other services Mariner Wealth offers

Morgan Stanley says wealth management employee stole client data

There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.

Wealth management firm buys investment adviser

Financial terms of the deal were not disclosed in a news release Monday.

Convergent Wealth Advisors Shortlisted for Family Wealth Report Awards 2015

These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.

The main players in asset management

Most players focus on one style

Happy New Year

Before the golden sun sets, 2014’s calender is destroyed, And mobile networks get jammed, I wish in 2015 every moment is enjoyed. Happy New Year 2015 !

Deutsche Bank Likes Long / Short Strategies Amid Stimulus Uncertainity

When considering risks, the report noted that the withdrawal of stimulus is a wild card, an unpredictable event that might lead to favoring a long / short strategy as opposed to a long only approach.

U.S. Mint gold coin sales on track for biggest annual drop since 2006

U.S. Mint data on Monday showed gold coin sales reached 524,500 ounces in 2014 so far, down from 856,500 ounces in 2013.

UBS Whistle-Blower Birkenfeld Seeks Permission to Move to Europe

UBS paid $780 million to avoid prosecution

Wealth and Asset Management