Managers of Wealth Americas

AmEx Is Losing Its Millionaires

As American Express courts ordinary spenders, rivals poach its wealthiest clients

ParenteBeard Wealth Management gets new owner

ParenteBeard Wealth Management has been sold to three of its executives and an affiliate of Hawthorne Group for an undisclosed price

PAM AWARDS:Bank of the West Named Best Private Bank for Client Service

A panel of independent industry experts and PAM representatives reviewed the candidate firms and selected winners in each category

LPL Financial Announces Addition of Ellsworth Private Wealth Management

In addition, the financial advisors of Ellsworth Private Wealth Management have joined LPL's broker-dealer platform.

Bank of the West Named Best Private Bank for Client Service by Private Asset Management

Bank of the West has been named Best Private Bank for Client Service by Private Asset Management (PAM) magazine.

Guernsey boosts financial services ties with the USA

Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.

The rate of American expats giving up U.S. citizenship due to tax laws will slow

Last year’s figure, according to these official statistics, had jumped by 14 per cent on the 2013 figure – which was also a record year.

PAM AWARDS: Independence by Convergent Receives New Wealth Advisor Award

Recognized as Best Registered Investment Advisor (RIA) for High Net Worth Advisory by Private Asset Managementeceives New Wealth Advisor Award

Family Office Review Names Geller & Company As Best Multi-Family Office Investment Advisor

Family Office Review Awards recognize the individuals and firms that are the driving forces behind the growth in family offices and family wealth

PAM AWARDS: Ascent Private Capital Management of U.S. Bank Wins 'Best Multi-Family Office Service Provider' Award

U.S. Bank Wealth Management, ranked among the top 25 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank has been named "Best Multi-Family Service Provider"

Chubb Wins PAM Award for Best High-Net-Worth Insurance Company

The Chubb Group of Insurance Companies has been recognized as the Best High-Net-Worth Insurance Company by Private Asset Management

Wall Street CEO turns down $2.2 million bonus he didn't deserve

The headline was Wall Street’s version of “Man bites dog.”

JPMorgan Chase Pledges $10-Million to Study Its Philanthropic Impact

The nonprofit will draw upon the advice of experts in housing finance, work-force development, and other social issues

Wealth Management Is Not Just for the Rich

Yet wealth management shouldn't be considered so exclusive, because all of us, rich and poor alike, need wealth management.

HSBC helped rich customers dodge tax with secret Swiss bank accounts

Team of journalists from 45 countries unearths secret bank accounts maintained for criminals, traffickers, tax dodgers, politicians and celebrities

Senior Management: The Linchpin And Driver Of The Single-Family Office

Only about 20 percent of single-family offices can be defined overall as high functioning.

Raymond James unit hires two advisers from RBC

Raymond James & Associates, a unit of Raymond James Financial Inc, said it hired two advisers from Royal Bank of Canada's wealth management division.

2 Canadian Banks Looked Into Buying Boston Private Bank

Two of Canada’s biggest banks looked at Boston Private Bank & Trust Co. as a potential acquisition target

WE Family Offices Wins Family Office Team of the Year

Effectively advising a wealthy family requires a team of multi-disciplinary professionals

Focus Financial Partners Congratulates Joel Isaacson on Receiving the AHRC Business & Philanthropic Leadership Award

Joel was presented with the award at the AHRC’s 35th Annual Thurman Munson Awards Dinner in New York on 3 February

Wealth and Asset Management