Managers of Wealth Americas

RBC Joins Goldman in Suing Clients After Singapore Crash

This brings the total banks and brokers are seeking to recover

Asset Managers Signal a Return to Emerging Markets

A number of asset managers have signalled a more bullish stance on emerging market assets, suggesting a revaluing of the beaten-down asset class.

Baird merging with Pacific Northwest firm that has 85 advisers

Seattle-based McAdams Wright Ragen has more than $10 billion in client assets

Former UBS, Wells Fargo advisers to use Washington Wealth platform

Together they managed $150 million in client assets and have more than 70 years of combined experience.

JPM soft closes US small cap growth fund

The JPM US Small Cap Growth Fund moved to soft closure

Millionaires and Ultra High Net Worth Bask in Market Recovery, Mass Affluent Investors Are Disgruntled

New Study Shows Mass Affluent, Millionaire and Ultra High Net Worth Investors' Attitudes and Concerns About Advisors and Investments in 2014

AlphaNorth's Hedge Fund Back on Top - Ranked #1 in Globefund Database Over the Past 5 Years

The Fund's Class F returned 43.4% annualized over the past five years for the period ending February 28, 2014.

GenSpring AUM Plunges as Executive Exits Continue

John Devine, the president of GenSpring since 2002, has left the firm, according to a company spokesman, and now identifies himself on his LinkedIn profile as partner and strategic advisor at Brown Advisory.

Wealth Structuring 20:20 by Appleby Global

A feature publication that aims to tap into the issues facing high net worth individuals and their advisers

SEI Launches Innovative New Website for Private Wealth Management Clients

The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.

Wealth and asset management: 2014 key themes

Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:

Evercore Wealth Management Expands to Florida, Names Three New Partners

The new office, based in Tampa, will serve clients in Florida and the southeast United States. The three partners join Evercore Wealth Management from GenSpring Family Offices and its affiliate, SunTrust Bank.

Barclays hit with departures of international advisers

Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business

Canada's super-rich increase their share of country's wealth

Canada's 86 richest families and individuals own as much as poorest 11.4 million

Service Delivery Trumps Service Offerings as Biggest Differentiator at Leading Wealth Management Firms

Industry Leaders Identify the State of the Art in Family Wealth Management

Family History Team Joins Abbot Downing to Open NY Wealth Office

Clients across the country have responded very favorably to Abbot Downing

Demographics Provoke Wealth Firms to Undertake Wholesale Transformation

Sometimes change just explodes all around us, like in Venezuela and the Ukraine.

Changing Course: The Wealth Management Industry Confronts Its Challenges

The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.

Conning agrees to purchase Insurance Asset Management Business

Conning, a global insurance asset management firm, has signed a definitive agreement with Brookfield Investment Management to purchase certain assets of Brookfield’s Core Fixed Income Insurance Business, for an undisclosed sum.

Sun Life targets wealthier investors with lower-fee funds

Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.

Wealth and Asset Management