Managers of Wealth Americas

Haisman Wealth Management and Carnegie Investment Counsel merge

Two well-acquainted investment management firms have merged, bringing a permanent presence of a preeminent money manager to Florida.

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Managing the Issues of Ultra-High-Net Worth Clients

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”

The highly effective habits of superinvestors

They're bullish on the economy.

Family Offices Are Successful Middle-Market Investors

While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.

Wealthy Investors Want More Private Equity

While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.

SEI Hosts Inaugural Women's Network Leadership Summit

Event to Feature Speeches, Panels Aimed at Helping Women Achieve Success

SEC Commissioner Gallagher: Millionaires Can Fend for Themselves

Last week I had the opportunity to attend the 2014 Government-Business Forum on Small Business Capital Formation in Washington D.C. where Commissioner Daniel M. Gallagher gave his opening remarks after the first panel.

Barclays says its Swiss private bank drops out of U.S. tax deal

Barclays' private bank in Switzerland has dropped out of a U.S. programme aimed at cracking down on wealthy Americans evading taxes through hidden offshore accounts, the British bank's market head for Switzerland said on Thursday.

RBC Global Asset Management Receives Multiple Distinctions at 2014 Morningstar Awards

We are incredibly honoured to be recognized amongst our industry peers," said John Montalbano, CEO of RBC GAM Inc

Family Office Accounting Practices Are In High Demand

BNY Mellon is looking to attract foreign money through a two-fold approach

The strategy is being incorporated at a time when competition is intensifying among major global banks in Asia Pacific’s wealth management sector

Mercantile launches a Private Bank. For entrepreneurs only.

Mercantile Bank has just launched a Private Bank that holds its very own form of differentiation – offering private banking exclusively to entrepreneurs.

RBC Leaders Honoured as Canada's Most Powerful Women: Top 100 Award Winners

The award espouses the traits of bold leadership and recognizes the diverse contributions of these inspiring women.

Rising wealth in Europe attracts rivals from the Americas

Europe’s economy might be growing much more slowly than its US and Asian counterparts, but it still has solid fundamentals of wealth

Why Are Rockefellers Moving From 30 Rock? 'We Got a Deal'

A magnet for pilgrimages by luminaries like Frank Sinatra and Nelson Mandela, the suites once filled three entire floors

Merrill and Morgan battle in ‘wealth manage’ war

It’s the battle of the bulges.

Hedge Fund Institutionalization: Are You Ready to Outsource Performance and Analytics by Denis Melekhov, SS&C

In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth.

Chase Bank expanding further into Broward, Palm Beach counties

The largest U.S. savings and loan collapse became an opportunity for the nation's largest bank to enter and then expand into South Florida.

Steven Cohen’s Firm to Stop Paying Bonuses for Best Trading Ideas

The process of tagging a trade as a best investment idea is one of the practices singled out by federal prosecutors in an indictment

Wealth and Asset Management