Managers of Wealth Americas

Canaccord Genuity Wealth Management generated $51.2 million in revenue in Q2

Canaccord Genuity Group Inc. reports second quarter fiscal 2014 results Excluding significant items, earned net income of $6.7 million during the quarter

Gold miner sells fifth of its shares to wealth management firm

"This (deal) has allowed us to plan for 12 to 18 months, but in the long term it brings in a very solid investor with a long-term view," he said.

Credit Suisse Said to Cut 50 Jobs in New York Fixed Income

Credit Suisse Group plans to eliminate about 50 jobs in its fixed-income department in New York

RBC announces October sales results for RBC funds and PH&N

Sales results information is based on preliminary data from the Investment Funds Institute of Canada.

Surevest Wealth Management Launches Platform for Recruitment

Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.

Swiss Private Bank Opens Philly Wealth Management site

The Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients

DLJ Investment Partners to Spin Off from Credit Suisse

Credit Suisse today announced that it has reached an agreement to spin off the DLJ Investment Partners business, including the existing investment team led by Igor DaCosta and Charles Harper, to Portfolio Advisors, LLC.

SAC Capital On Verge Of Family Office Conversion

US hedge fund SAC Capital has reached an agreement to plead guilty to criminal insider trading charges

Wealthy Families Have "Blind Spot"

Tangible assets, such as fine art, wine, jewelry, antiques, sports memorabilia, classic cars and other valuables, have finally been recognized as an asset class in their own right.

LPL Tops Breakaway Brokers' Bucket List

Nearly half of potential advisers on the move would choose LPL, up from 43% last year

HSBC's profits surge 30% driven by Hong Kong and UK

The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.

Argent Wealth Management and Pillar Financial Advisors to Merge

Both firms have highly credentialed professionals - attorneys, CPAs, CFA® charterholders and CFP® professionals - and take a team approach to helping clients coordinate and manage today’s difficult financial decisions.

Leading US$1 Billion Texas-Based Wealth Management Team Launches Independent Investment Management Firm

Firm with Extensive Expertise in Portfolio Management serves Institutions, Business Owners and High Net Worth Clients across Texas and the Southwest

Morgan Stanley veterans launch firm using Raymond James platform

A group of veteran Morgan Stanley managers has broken away from the wirehouse to form a partnership with Raymond James Financial Services Inc. as an equity-ownership wealth advisory firm that will offer succession planning to advisers.

Rich families hoarding cash: Citi

Wealthy families have about 39 percent of their assets in cash

Community banks respond to rising demand for wealth management services

Some institutions have ramped up their wealth management divisions in recent months, while others have teamed with existing firms to help clients make sense of their portfolios.

Aberdeen Asset Management Wins 11 Awards For Fund Marketing And Communications

With our global network of offices and a regional approach to investment management, we believe in the power of an international perspective in an effort to ensure our clients and advisors have continual access to the voice of our investment managers.

Wealth and Asset Management