Managers of Wealth Americas

CIBC completes purchase of Atlantic Trust Private Wealth Management

CIBC CM announced today that it has completed the acquisition of Atlantic Trust Private Wealth Management

4 Key Ways to Help Wealthiest Families

How can family offices and financial advisors help wealthy families maintain their fortunes?

Merrill offers new charitable investment for ultra wealthy

The investment works as a contract between New York State and a private charity, the Center for Employment Opportunities.

The Top 40 Advisors Under 40

Ranking advisors based on their AUM makes less sense as advisors generate more of their revenue from things other than managing client assets.

Managing Family Offices … Risky Business?

How directors and officers can mitigate the liability stemming from their fiduciary duties

Wells Fargo, BofA hunt talent to serve wealthy

At Wells Fargo, one of the biggest challenges has been to find candidates to add 2,000 financial advisers at its branches, according to RBC Capital banking analyst Joe Morford in San Francisco.

Swiss private bank Lombard Odier signs up to U.S. tax deal

The Geneva-based bank with 203 billion Swiss francs $227 billion (£137.65 billion) in client assets is the biggest privately-held firm so far to say publicly it will take part in a government-brokered scheme to make amends for aiding tax evasion.

Advisors Getting It Wrong on 'Wealth Management'?

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

Windham Capital Receives Tactical Risk Management Award by aiCIO

Asset management firm recognized for its research driven quantitative approach to managing risk at aiCIO’s 4th Annual Industry Innovation Awards in New York

Swiss banks employ an army of advisors to weigh US amnesty plan

Banks in Switzerland, the largest cross-border financial center with $2.2 trillion of assets, are closely examining accounts before joining a disclosure programme that's the broadest assault in a five-year US crackdown on offshore tax evasion.

Waltham executive to merge wealth management firm

DeVoe & Company acted as a consultant to Pillar Financial Advisors and Argent Wealth Management, providing business strategy guidance to help the organizations evaluate a proposed merger.

Only 40 Swiss banks agree to reveal hidden accounts

Around 40 of Switzerland’s some 300 banks have already said publicly they will take part in a US programme set up to allow Swiss financial institutions to avoid US prosecution in exchange for coming clean and possibly paying steep fines.

Report Finds Investors and Financial Providers Have Differing Views of 'Wealth Management'

Seventy-seven percent of male investors are familiar with the term "wealth management'' while only 63 percent of females are familiar with it.

Wells Fargo Sweetens Brokers' Deferred Pay, Retirement Incentives

Morgan Stanley, Bank of America Corp's Merrill Lynch and UBS AG's U.S. brokerage unit unveiled plans two weeks ago that reward asset gathering, encourage brokers to work in teams and toughened revenue targets for lower-tier advisers.

Raymond James financial Reports November Operating statistics

Total securities commissions and fees of $253 million were up 6.5 percent over last year’s November but down 4.8 percent versus the preceding month on fewer trading days.

New York wealth manager opens San Francisco office

Tiedemann Wealth Management, founded in 1999 and led by President Craig Smith, oversees more than $8 bilion in assets for about 130 clients.

BNY Mellon Introduces Fee Management Service for Asset Managers

The offering, serviced through BNY Mellon's transfer agency group, has been designed to help asset managers understand the services they are receiving for the fees they pay to broker-dealers.

U.S. Bank Wealth Management Names Head of Product Services

Prior to that, he served as head of Investment Management and Trust Products and Services for Wells Fargo’s Wealth Management Group. He has more than 19 years of experience in the financial services industry, according to U.S. Bank.

Wealth Manager Study Says Deals Surged as Prices Dropped

Buyers spent more than $8 billion since Dec. 31 as they absorbed businesses that oversee money for affluent individuals and families.

Where Investors Obtain Wealth Management Services

Brokerage firms often provide wealth management services to affluent investors.

Wealth and Asset Management