Managers of Wealth Americas

HNW Investor Returns at a high, yet, confidence in Financial Service Providers at a Low – what’s the deal?

It’s more than just making money – it’s about: Trust, Transparency & Technology

Sackler Family Office Invest In Alternative Mutual Fund

The Balter Capital Management fund promises much lower fees than traditional hedge funds by pooling up to five hedge funds with a similar need for additional assets.

BNY Mellon Appoints Four In Wealth Management

BNY Mellon has hired the team of David Dasari and Chad Maze for its wealth management group’s West division.

Wealthy avoid taxes by moving assets to no-tax states

The maneuvers are getting fresh scrutiny from officials in states including New York, which is losing an estimated $150 million a year through such tax avoidance.

Three Mindsets of the Millionaire Investor

The most aggressive millionaire investors have the most confidence in their knowledge of financial products and investing.

Miami’s rebound attract family offices, hedge funds and high net worth

The city of Miami has evolved impressively since the 2008 economic depression into a very dynamic and sustainable city.

Insight: Credit Suisse sticks with money-losing U.S. brokerage

Credit Suisse Group AG is betting it can turn around its unprofitable U.S. private wealth business with new loan products and a focus on the ultra-rich, a strategy greeted with skepticism by some securities analysts and former officials at the bank.

Andbank Acquires the Business of the Miami Based Wealth Management Firm Swiss Asset Advisors

As a result of this acquisition, Andbank will close 2013 with more than $17bn in assets under management which doubles its size in the last five years.

Willis Group to Acquire Specialist Broker

The Firm currently has 61 employees and consultants based in Hong Kong, Singapore, Switzerland and the US.

BNY Mellon Wealth Management shifts management

A Miami native has been tapped for a high-level job with BNY Mellon Wealth Management and plans to add new employees throughout the state this year.

UBS sees recruitment pay off in the fourth quarter

With a year-end windfall of veteran advisers, the firm topped off a year of big gains

Independent wealth management firms expands credit with access to $550 Million facility

The new facility can be increased by $150 million through the utilization of an accordion feature, expanding the facility to $550 million.

Millionaires to Invest in Money Market Funds and Equities

International investments are attractive to more than one-quarter of Millionaires who plan to make new investments in 2014.

RBC nabs the Stovel Group, and $300 million in assets, from RichardsonGMP

RBC Dominion Securities, the retail brokerage arm of the Royal Bank of Canada, has emerged as the winner of the first major broker transfer of 2014.

CIBC completes purchase of Atlantic Trust Private Wealth Management

CIBC CM announced today that it has completed the acquisition of Atlantic Trust Private Wealth Management

4 Key Ways to Help Wealthiest Families

How can family offices and financial advisors help wealthy families maintain their fortunes?

Merrill offers new charitable investment for ultra wealthy

The investment works as a contract between New York State and a private charity, the Center for Employment Opportunities.

The Top 40 Advisors Under 40

Ranking advisors based on their AUM makes less sense as advisors generate more of their revenue from things other than managing client assets.

Managing Family Offices … Risky Business?

How directors and officers can mitigate the liability stemming from their fiduciary duties

Wells Fargo, BofA hunt talent to serve wealthy

At Wells Fargo, one of the biggest challenges has been to find candidates to add 2,000 financial advisers at its branches, according to RBC Capital banking analyst Joe Morford in San Francisco.

Wealth and Asset Management