Managers of Wealth Americas

U.S. Bancorp Adds Head of Product Services to Wealth Unit

He will spearhead the research and development of banking, wealth planning, investment management and trust products across U.S. Bancorp's wealth management division.

SAC Reaches Deal to Sell Reinsurance Firm

The billionaire trader Steven A. Cohen is one step closer to converting his onetime $15 billion hedge fund into a family office after a tentative deal to sell a reinsurance firm he formed in 2012.

Wealthy Investors Boost Their Borrowing

With interest rates so low, some take on debt and invest the money

RBC Global Asset Management announces November sales results for RBC funds

Sales of equity solutions have rebounded and strong flows continued into balanced solutions, while the demand for income-generating solutions remained strong.

RIAs Grew 8%, Other Advisory Channels Declined by More Than 1% between 2004 and 2012

"The RIA channel has been one of the most buzz-worthy trends in the financial advisory and asset management industry in recent years," states Bing Waldert, director at Cerulli. "RIAs are the sole growth story in a shrinking industry."

Morgan Stanley Amps Up Lending to Boost Wealth Margins

Morgan Stanley's brokerage business historically focused on helping clients invest in stocks and bonds

Gibraltar Private Bank & Trust Voted #1 Best Private Bank Second Year in a Row

Gibraltar Private Bank & Trust, an integrated private banking and wealth management company, has been named Best Private Bank for the second year in a row by Daily Business Review's "Best of 2013."

UBS Celebrates Long Term Partnership with Art Basel

UBS announced today that the firm will assume the new role of Global Lead Partner of Art Basel

Do Affluent Investors Get "Wealth Management"?

While two-thirds of Affluent investors overall say they are familiar with the term, there emerges a gap in understanding across net worth and gender

Investment Plans of Baby Boomers and Gen X Investors

A majority of Boomers and Gen X investors with a net worth over $1 million plan to invest in equities.

Edward Jones Ranks No. 1 In National Survey Of Financial Advisors

REP. magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories.

UBS Targets Wealthy with Higher Adviser Pay, More Planning

The traditional grid that defines payments based on annual production will change to reflect broader ranges of in commissions and fees, although the overall pay in the grid won't change.

Mariner Wealth Advisors Welcomes RR Advisory Group

New partnership will provide clients with access to enhanced wealth management services, technology and resources

RBC Global Asset Management implements fee reduction on two funds

RBC Global Asset Management Inc. announced fee reductions for the Access Capital Community Investment Fund and the RBC SMID Cap Growth Fund

Timbercreek U.S. Multi-Residential Opportunity Fund #1 acquires a 296 unit property in Orlando, Florida

This acquisition represents the 7th property acquired since the completion of the Fund's initial public offering on October 25, 2012

Study Shows Affluent Floridians Give an Average $6,627 to Charity

The study also found that they will be designating 7 percent of their estates to charitable causes in their wills

Wealth-X Announces Digital News Publication And Editorial Team

This unique publication will provide daily analysis on the fluctuations of the assets of the ultra wealthy by tracking initial public offerings, mergers and acquisitions, inheritance and succession, divorce and marriage, property sales and other large liq

Wealth and Asset Management