Managers of Wealth Americas

Legg Mason to Buy Former Deutsche Bank Unit in Equity Push

Legg Mason was advised by Dechert

PAM AWARDS -Former GenSpring Execs Reemerge with Award-Winning 'Family Investment Office'

Global Family Investment Office, LLC an emerging family office leader, today announced that Private Asset Management Magazine, a leading wealth management and family office industry publication, has named AM Global the "Best Newcomer â"&am

BOK Financial to buy Houston wealth management company

In its third wealth management acquisition in 18 months, Tulsa-based BOK Financial Corp., parent of Bank of Oklahoma, has inked a deal to buy the Houston-based investment firm MBM Advisors.

Superich Pushed Prices of Top-Tier Homes Higher in 2013

Number of People With More Than $30 million in Net Assets Also Rose

PAM AWARDS - 2014 Best Private Client Law Firm Recognition For Handler Thayer

In this awards season, Handler Thayer, LLP has also been chosen for the second consecutive year as the Large Tier winner of the 2014 Corporate International Magazine Global Award, "Estate Law - Law Firm of the Year in Illinois."

Banner Bank announce new relationship with independent wealth management firm

Banner Bank, a wholly owned subsidiary of Banner Corporation announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm.

Guidant Wealth Advisors Selected for 2014 Women’s Choice Award

In a special recognition by The Women’s Choice Award Financial Advisor Program, Guidant Wealth Advisors and Frank T. Patzke, CFP and President, have been selected for the 2014 Women’s Choice Award.

PAM AWARDS: Bank of the West Named Best Private Bank in North America

"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."

Morgan Stanley Wealth Management Recognizes 15 Women Professionals at First Makers Conference

Morgan Stanley Wealth Management has recognized 15 outstanding women professionals, many of whom recently attended the first MAKERS conference that brought together women leaders across multiple fields.

Hedge funds report resurgence in inflows from sources of private wealth

Opalesque Industry Update - 50% and 34% of hedge fund managers reported a growth in capital coming from family offices and wealth managers respectively in 2013.

Ex-CU Foundation CEO to lead wealth management firm

Richard Lawrence, former president and CEO of the University of Colorado Foundation, has been named president and CEO of Boulder-based wealth management firm Sargent Bickham Lagudis LLC.

First Republic Named Best Private Bank

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

Canada’s Family Wealth Gains Look “Fragile”

A new report shows Canadian families’ net worth gained 44.5% between 2005 and 2012, but the fact that the gain was driven largely by higher house prices points to their fragility, some analysts say.

Risk Tolerance and the High Net Worth Investor

Risk need not be a four-letter word. And for investors, it is certainly not a game.

Banyan Partners Wins Private Asset Management Multi-Family Office Award

This is the first award for Banyan and the fourth consecutive client service win for the former team at Silver Bridge which was acquired by Banyan in August 2013.

Credit Suisse CEO Fights Back on Tax Evasion Claims

Credit Suisse's chief executive will hit back at allegations the Swiss bank was a willing accomplice in U.S. tax evasion on Wednesday, blaming instead a small group of its private bankers for helping Americans conceal their wealth.

Credit Suisse helped Americans hide $10bn from taxman, government claims

Operation allegedly included secret, remote-controlled lifts and bank statements hidden in Sports Illustrated magazines

Half-billion Team Leaves AXA for Cambridge

An advisor team with nearly half a billion dollars under management has left independent broker-dealer AXA Equitable Financial Services for Cambridge Investment Research.

BNP Paribas Securities Opens New Office in Boston

BNP Paribas Corporate and Investment Banking is pleased to announce that its broker-dealer affiliate, BNP Paribas Securities Corp., has opened a new institutional sales office in Boston, MA.

Stifel's Global Wealth Management revenues up 15 percent from the year-ago

Global Wealth Management revenues for the fourth quarter rose 15 percent from the year-ago

Wealth and Asset Management