Managers of Wealth Americas

Family Office And Night Clubs

Then there are the stories about hedge funds turning themselves into family offices.

Wealth management more alluring to top banks

The bank has not built out its wealth management capability aggressively

GASPARINO: Steve Cohen Is Telling Friends That He's Resigned To Running A Family Office Hedge Fund

U.S. prosecutors charged SAC "with criminal responsibility for insider trading offenses committed by numerous employees and made possible by institutional practices that encouraged the widespread solicitation and use of illegal inside information.

RBC Wealth Management income up 51%

Royal Bank of Canada’s profit soared to new heights in the third quarter as the bank reported record earnings of $2.3-billion.

Emerging markets, Treasury yields risk ‘negative feedback loop

Bank of America Merrill Lynch called it a “self-reinforcing cycle“.

UBS's Berkery Looks to Banking to Bolster Wealth Management

Rosemary Berkery, who heads UBS's U.S. bank, knows her commercial banking rivals are gunning to win away the bank's super-rich clientele

T. Rowe Cracks Down on 401(k) Traders

It’s a free country, and if you want to do a lot of short-term trading in your retirement savings account, that’s your prerogative.

Two HighTower Advisors Ranked in Barron’s 2013 Listing of Top 100 Independent Financial Advisors

The Barron’s compilation recognizes independent advisors who are positively influencing the financial services industry.

Toyota opens Lexus cafe in bid to shake off staid image

This is about showing people the personality of the Lexus brand

UBS Global Asset Management reorganizes hedge fund units

UBS Global Asset Management has announced that its leading Alternative and Quantitative Investments hedge fund platform will be reorganised into two separate business areas with immediate effect

Secret to Wealth for Financial Elite

The multi-family office model delivers much more than the pure asset management of an independent financial advisor

Encore Wealth Advisors Becomes a Certified B-Corp

Encore Wealth Advisors, a sustainable wealth management firm, is proud to announce its certification as a B Corporation.

Dallas wealth management firm acquired by Florida firm

The two companies have combined assets under management of about $1 billion, 400 clients and complementary businesses.

Raymond James Assets Under Administration Increase in July

Raymond James Financial Inc.'s assets under administration grew 12% in July to reach a new record of $418 billion

AMG delves deeper into the RIA business with second deal

AMG Wealth Partners, LP, a subsidiary of Affiliated Managers Group, Inc. has acquired an equity interest in Clarfeld Financial Advisors, LLC.

CertusBank Invests in Wealth Management division

CertusBank, N.A., through its Wealth Management division, CertusWealth, announced it has agreed to make a strategic investment in Monarch Business and Wealth Management, a joint venture between Barry Klarberg and Asset Alliance.

Global & LATAM UHNW Market: Where are they? Who are they?

This panel will discuss the size, location, characteristics and spending habits of the UHNW in general and in LATAM specifically.

No rest for Collardi as Julius Baer grapples with Merrill

In July, five months after the integration began, Collardi raised the estimated integration costs to 455 million francs from 400 million, and retaining Merrill Lynch bankers is also costing money and slowing efforts to hire advisors in other areas.

Raymond James offers alts to RIAs

“I am pleased to inform our registered investment advisors they will now have access to the Raymond James Alternative Investment Group (AIG),” said Bill Van Law, president of Raymond James IAD.

2.2 billion RIA Joins Focus Financial Partners

A $2.2 billion registered investment advisory firm with roots at Bank of America's Merrill Lynch and UBS AG has joined Focus Financial Partners, a partnership of independent wealth management firms.

Wealth and Asset Management