Managers of Wealth Americas

Wealth Adviser: The Case Against Client-Account Minimums

More alternative funds are on the way.

UBS, Morgan Stanley Lead Wealth Managers With Record $2 Trillion

UBS Group AG and Morgan Stanley increased the assets they manage for the world’s wealthiest people to more than $2 trillion for the first time

This Billionaire Is Building His Own All-Star Trading Team

We can be flexible, entrepreneurial and nimble

US wealth managers catching up with UBS

This is a complex moment in the history of our industry

Perspecta Trust Named Finalist for the STEP Private Client Awards 2015

Perspecta Trust today announced that it has been shortlisted as a finalist for the “Independent trust Company of the Year” award by the Society of Trust and Estate Practitioners’ Private Client Awards.

Evanston Firm Doubles in Size With Acquisition

Kingsbury Capital, a wealth management firm, recently acquired Edwin C. Blitz Investments out of Northfield.

Many Single-Family Offices Are Investing In Newer Hedge Funds And Maximizing These Relationships

Based on extensive studies with single-family offices, a solid percentage of them are capitalizing upon these scenarios faced by new hedge funds.

New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations

The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.

Ferrari to pick UBS to manage New York stock listing: Bloomberg

Ferrari's listing may value the sports car unit at at least 10 billion euros ($10.97 billion), Fiat Chrysler Chief Executive Officer Sergio Marchionne said last week.

Cetera Financial Institutions To Provide Broker-Dealer Services to Valley National Bank

We believe we can gain greater share of our retail and high net-worth customers' business by providing expanded wealth management services

Unity Jets emphasizes the privacy of private aviation

The next morning, the philanthropist and his two traveling companions were eating bagels and yogurt as their plane left the tarmac.

JPMorgan’s Private Bank Takes a Team Approach

Andrew Cohen, head of the Asian private bank, finds the region’s wealthy are more open to taking advice.

Financial Advisors: 3 Winning Teams

Increasingly, investors who use financial advisors want more than just advice on investments

JP Morgan banker attacked by shark

A JPMorgan banker explains how he survived a vicious shark attack in North Carolina last Friday

REDW Stanley's national distinction not expected, says company leader

REDW Stanley was ranked 90th out of 100 and was the only firm in both New Mexico and Arizona to make the list.

Wealth Adviser: The Benefits of In-House Portfolio-Management Teams

The SEC is fighting a decision by an in-house judge to dismiss charges against two financial advisers accused of not informing clients they were paid

'Ballers' depicts wealth advisers, HBO-style

The trailers for the new HBO show “Ballers” may be the wealth management industry's best tool for recruiting new advisers.

Another Swiss private bank Reaches Deal in U.S. Tax Probe

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

Sallie Krawcheck’s Solution To The Retirement Crisis

It will provide women with the necessary tools to manage their increasing wealth and provide advisors an opportunity to grow their businesses in an underserved market.

Impact Investing for the Millennial: You Too Can Have an Investment Portfolio

But what about everyday folks who want to invest in social enterprises and impact businesses?

Wealth and Asset Management