Managers of Wealth Americas

CI Investments announces appointment of Cambridge Global Asset Management and other changes to two dividend mandates

The group has achieved strong results in managing its funds, which include equity, income and dividend funds.

Antwerp Diamond Bank plans to close its office in New York

The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.

Raymond James Announces Woman of Distinction Award Winners

Thirteen advisors recognized as Women of Distinction by the Raymond James Network for Women Advisors

HighTower Grows New York Headquarters With LCK Wealth Management

This is the third advisor team HighTower has transitioned in as many weeks.

For Registered Investment Advisers, Alternatives Go In-House

The shift to managing strategies directly in-house has proved easier for some firms than for others.

High Net Worth Millennials: Investing and Loving It

High Net Worth Millennial investors are nothing if not gung-ho about investing, confident in their investment acumen, and upbeat about their financial futures, according to a Spectrem’s Millionaire Corner study.

Private Wealth Management Firm Releases New Guide Revealing How Wealthy Invest

The investment guide reveals investment strategies utilized by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, utilizing alternative investments to protect, grow and preserve their wealth.

Honolulu’s CKW Financial Group Joins National Envestnet Network

Envestnet is a service that helps to vet financial groups and services for its global clientele.

Learning The Global Ropes

With today's global markets, life can get complicated when it comes to wealth management.

Merrill Lynch Wealth Management grapples with 'the elephant in the room'

Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship

GenSpring Expands Family Governance and Education Structure as Demand for Services Increase

All governance and education team members are highly trained in a wide-variety of skills, including family systems, family dynamics, family communication, and meeting facilitation.

What's behind the spike in art sales: vanity, fear and easy money

Emerging market billionaires, driven by vanity, easy money from the world's central banks and a quest for safe investments, are taking the contemporary art market to new heights.

Andriole Group reflags with HighTower

The Andriole Group, a Madison wealth management firm with $700 million in client assets under management, has switched affiliations from Merrill Lynch Wealth Management to HighTower, the latter company announced.

Investment firm acquires Harbor Trust Wealth Management

The Private Wealth Management Group LLC, an investment and financial planning firm based in Worcester, has acquired Harbor Trust Wealth Management of Winchester.

More Americans ditch their passports

Even rock star Tina Turner.

ZT Wealth opens New York office

To launch the office ZT has brought on an elite group of qualified, well-established financial experts and economists, including Roger Manghnani, Managing Partner, who will lead the New York team.

Snowden Capital Advisors inks deal with leading private equity fund

Snowden is a nationally branded, open-architecture, hybrid registered investment adviser and broker-dealer that provides wealth advisory services to individuals, families, and institutional clients.

Atlantic Trust Achieves 26 Consecutive Quarters of Growth

Firm Growth Continues With $22.8 Billion in Assets Under Management--26th consecutive quarter of positive net cash flows and 35 new hires.

BofA CEO Eyes Growth From Affluent Customers

The second-largest U.S. bank by assets saw net income from its wealth management unit grow nearly 26% to $719 million in the third quarter from a year earlier

$900 Million Wealth Management Team Launches Fusion Family Wealth as an Independent Investment Firm

All of our clients benefit from the scale of the Dynasty Network.

Wealth and Asset Management