Managers of Wealth Americas

Digitally Storing Family Wealth

Some wealth managers are spending millions of dollars per year to beef up so-called “digital vaults” that securely store their client’s confidential information, like tax returns and wills.

Miami banks on future as a financial hub

Now Miami’s hot downtown, bristling with condos and culture for the first time, is playing a part too.

Most Business Owners Are Missing Significant Personal Wealth Enhancement Opportunities

Wealth enhancement is the process of using advanced planning strategies to mitigate taxes resulting in greater personal wealth creation

Wells Fargo Private Bank Continues to Expand in Boston

Prior to joining Wells Fargo Private Bank, Driscoll worked as a financial adviser for Barclays Wealth & Investment Management’s Boston office.

Cornell, Chinese university create family biz program

Soon some Cornell University scions of successful family businesses will be joining with counterparts in China for an immersion program designed to help their businesses grow and manage wealth across generations.

Suddenly, expats in the US have little to bank on

European expats working in the US are suddenly finding banks in their home countries are closing their securities accounts because of new laws introduced by Washington to curb overseas tax evasion.

Watts Capital offers top hedge funds to clients

Clients of Watts Capital Partners, an independent wealth management firm based in New York City, can now invest in leading hedge funds through an alliance with Crystal Capital Partners and Deer Isle Capital

Mack International Named Best Family Office Specialty Services Firm

Mack International LLC named Best Family Office Specialty Services Firm at the 4th Annual Family Office Review (FOR) Awards at the ceremony in Houston on January 29, 2015.

Fresh tax evasion claims against HSBC India

Court documents reveal that HSBC India has been accused of helping American citizens of Indian origin to avoid tax, said the report.

CapStar Banks launches wealth management division

CapStar, which began operating in Nashville in 2008, has $1.1 billion in assets and five offices in Middle Tennessee.

Here's why Wells Fargo is adding its first wealth management office here in 20 years

Montgomery County has more than 67,000 households with more than $1 million in liquid assets

Merrill Lynch hires top L.A. wealth management team from Morgan Stanley

The team focuses on wealthy families and has more than 60 entrepreneurs and deal professionals as clients

Advisers in limbo as RBC unwinds international unit

Not long after being hired, a number of advisers serving clients in Latin America are once again searching for a new home

FOX Wealth Advisor Forum to Examine the Role of Advisor as Master Builder of the Integrated Wealth Plan

Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, has announced the agenda for its 2015 Wealth Advisor Forum

AmEx Is Losing Its Millionaires

As American Express courts ordinary spenders, rivals poach its wealthiest clients

ParenteBeard Wealth Management gets new owner

ParenteBeard Wealth Management has been sold to three of its executives and an affiliate of Hawthorne Group for an undisclosed price

PAM AWARDS:Bank of the West Named Best Private Bank for Client Service

A panel of independent industry experts and PAM representatives reviewed the candidate firms and selected winners in each category

LPL Financial Announces Addition of Ellsworth Private Wealth Management

In addition, the financial advisors of Ellsworth Private Wealth Management have joined LPL's broker-dealer platform.

Bank of the West Named Best Private Bank for Client Service by Private Asset Management

Bank of the West has been named Best Private Bank for Client Service by Private Asset Management (PAM) magazine.

Guernsey boosts financial services ties with the USA

Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.

Wealth and Asset Management