Managers of Wealth Americas

CapStar Banks launches wealth management division

CapStar, which began operating in Nashville in 2008, has $1.1 billion in assets and five offices in Middle Tennessee.

Here's why Wells Fargo is adding its first wealth management office here in 20 years

Montgomery County has more than 67,000 households with more than $1 million in liquid assets

Merrill Lynch hires top L.A. wealth management team from Morgan Stanley

The team focuses on wealthy families and has more than 60 entrepreneurs and deal professionals as clients

Advisers in limbo as RBC unwinds international unit

Not long after being hired, a number of advisers serving clients in Latin America are once again searching for a new home

FOX Wealth Advisor Forum to Examine the Role of Advisor as Master Builder of the Integrated Wealth Plan

Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, has announced the agenda for its 2015 Wealth Advisor Forum

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

Wealth and Asset Management