Managers of Wealth Americas

Camarda Wealth Advisory Group Earns Top Designation

The National Association of Board Certified Advisory Practices Named Camarda Wealth Advisory Group as a Premier Advisor

Wealth manager sees opportunity in working with next generation

Khost is recruiting experienced private client advisers to support that expansion, and U.S. Trust, a subsidiary of Bank of America, also has begun helping wealthy families train their children and grandchildren to become good stewards of the enormous weal

More brokers let clients borrow against art

Earlier this month, UBS Wealth Management America unveiled to its brokers a plan to offer loans of up to US$150 million ($187 million) collateralised by works of art, rare musical instruments and fine silver.

Capital Group lures wealthy investors as mainstream flees

Since 2008, Capital Group Private Client Services has seen its assets almost double to $20 billion from $11.5 billion in a sign the firm's conservative investment approach is attractive to the wealthiest of U.S. investors.

Rich Men Still Control Household Investment Decisions

Much Of Disparity Likely Has To Do With Traditional Gender Norms

Concept Capital Markets taps new MD

Kyle will be joined at Concept Capital by Adrienne Franklin and Dennis Huynh, who have served Shoreline's clients as customer service representatives, and Richard de Ande, who has served the firm's clients as a trader.

Former Credit Suiss Banker Sells Exclusive Wines Online

But as Kevin Sidders, a former investment banker at Credit Suisse (CS) and Blue Beacon Capital, starts talking about his new business, VinConnect Inc., over our ceviche lunch in New York, I become seriously intrigued.

Data protection watchdog supports bank staff

Switzerland’s data protection commissioner has waded into the United States tax evasion row by demanding that banks stop handing over information to the US authorities that reveal the identity of staff.

Synovus Named To Bloomberg List of 'Top 50 Family Offices'

The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide

Gateway Pro Tour announces Harris Private Bank as newest sponsor

Gateway Pro Tour announced that Harris Private Bank, a wealth management firm with locations in 11 states across the country, is the latest to sign on as a sponsor of the Gateway Pro Tour.

Former Chase head Willard Butcher dies at age 85

Rockefeller says Butcher "worked tirelessly to enhance the bank's position around the world."

Middle-class income and wealth fell in last 10 years, survey shows

About 85% of middle-class people say it’s tougher now than a decade ago to maintain their living standards, according to the Pew Research Center report.

Credit Suisse to Host Philanthropy Campus

t Credit Suisse, we understand that the most lasting changes often begin with the actions of a single individual or a family, which is why we constantly work with our partners to develop new ways to help our clients achieve their philanthropic goals

First PacTrust Bancorp to Acquire The Private Bank of California

The Transaction is initially valued at approximately $50 million, or approximately $13.00 per diluted share.

Raymond James assets under management up in July

The Private Client Group continues to perform reasonably well.

The Hill’s 50 Wealthiest lawmakers

Senate Minority Leader Mitch McConnell, at No. 37, is the only GOP leader to make the top 50

Rich Less Likely To Donate To Charity Than Middle Class

Comparatively, the middle class, who earned between $50,000-$75,000 annually, gave out average of 7.6 percent of their income to charity that year.

Record Profit Nets Jiang $308,000 Versus Dimon’s $23 Million Pay

New York-based JPMorgan last month reported a 9 percent decline to $4.96 billion following its trading loss in London.

UBS Seeing Moat Of Secrecy Run Dry Vows Results To Lure Wealthy

“There used to be this moat that created a great business model for Swiss banks -- it’s gone,” said Friedman, who was hired into the newly-created CIO position by former UBS Chief Executive Officer Oswald Gruebel in March 2011.

State Street's 2011 Corporate Responsibility Report Highlights Reduced Environmental Footprint, Increased Philanthropy and Volunteerism

Charitable contributions rose by 15 percent; Carbon dioxide emissions lessened by 24,500 metric tons

Wealth and Asset Management