Managers of Wealth Americas

Citi CEO Corbat gets $17.8m in 2013

Citigroup Inc Chief Executive Michael Corbat received a 23 per cent pay rise in 2013, his first full year after replacing Vikram Pandit at the helm, a regulatory filing on Thursday showed.

What It's Like Running Money For Some Of The Richest Families In The World

It seems like private banking never gets any respect – whether on this site, in random stories you read online, or even in interviews for other jobs.

Raymon James Financial Reports January Opening Statistics

In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics.

Sapient Private Wealth Management Adds Former RBC Financial Advisor

Sapient Private Wealth Management, a Eugene, Ore.-based RIA, today announced it has added former RBC financial advisor, Ross Anderle

The Global State of Family Offices

A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth.

LPL Financial Welcomes Atlas Private Wealth Advisors to Broker-Dealer Platform

As of December 1, 2013, Atlas financial advisors supported brokerage and fee-based client assets totaling approximately $125 million.

Family Offices, Wealth Managers Face New and Looming Tax Changes

As tax season arrives, wealth managers and family offices throughout the U.S. find themselves grappling with how best to respond to recent and potential rule changes.

Raymond James Launches New Advisor Development Program for Registered Service Associates

The pilot program, which was launched at the end of 2013, aims to help address two compelling industry issues: attracting more women into the profession and providing potential successors for retiring advisors.

Jersey’s corporate, private equity and wealth management expertise showcased in Africa and North America

Jersey’s role as a specialist centre for wealth management, alternative fund and corporate listings work has been highlighted to audiences of senior finance professionals at a range of events in South Africa, the USA and Canada this month.

Fidelity Shutters Private Wealth Management Unit

David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.

Halbert Wealth Management Receives Top Publishing Awards for 2013

Halbert Wealth Management and owner Gary D. Halbert receive top honors from Advisors Perspectives, a publishing firm serving the financial professional community.

What’s in a name? Wealth management brands v boutiques

Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.

Behavior is a new pay metric at leading international wealth manager

U.S.-based wealth advisers for Barclays are no longer getting paid solely on how much money they bring in. Going forward, their compensation could be docked for misconduct.

Bank of America officials struck a confident note on the opportunities for wealth management in the U.S.

Positive tone from management

Raymond James Selects HiddenLevers for New Portfolio Stress Testing Offering for Advisors

Raymond James Financial, Inc. has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics.

BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights

BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United

Credit Suisse Private Banking Americas Hosts Fifth Annual Entrepreneur Summit, "Turning Ideas into Action"

Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.

Global asset base predicted to pass $100 trillion barrier by 2020

Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds

CSI, AIWM bring leading wealth management designation to North America

The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics

Lebenthal Wealth Advisors Acquires Heckman Global Advisors

The three worked together at Smith Barney, at the time Dr. Heckman served as Managing Director responsible for global asset allocation.

Wealth and Asset Management