Managers of Wealth Americas

Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

Online capabilities crucial to younger generations, Aite Group study finds

Wealthy Foreigners Lured by U.S. Based Private "Edge" Banks

Banco Santander operates an “Edge Act” bank based in Miami that provides private banking services exclusively to wealthy foreigners, primarily Latinos.

Billionaire Hedge Fund Manager Returns $2B To Investors, Blames Merkel

The Times notes that by giving back $2 billion Bacon is losing revenue and potential performance fees if the remaining investments do well.

BMO Financial Group Merges Harris Bank and M&I Bank's Financial Advisor Networks

Newly formed group will include a network of 230 professionals serving clients in 11 states

Hewins Financial Launches Key Access Services

Key Access Services focuses on clients who do not yet require complex financial planning or tax management services, but would like to take advantage of optimized, low-cost, and tax-efficient investment models.

Miami’s international banking clients move money to protect financial privacy

The new rules, set to go into effect early next year, require U.S. banks to report interest information on accounts held by nonresident foreign nationals to the Internal Revenue Service, which could then share it with depositors’ home countries.

Private banking: Wonder of world wealth

The global banks are allocating more resources to private banking and wealth management in a bid to capture the growing wealth globally and switch to more stable fee-based revenues.

The rich may not be so different after all

Why Hedge Funds Are Going Mainstream

H&R Block Tax Mogul to Leave Fortune to Family Foundation

Mr. Bloch, who tied for 39th on last year’s Philanthropy 50 list of the nation’s top donors, said the dollar amount of contributions to the foundation would remain private for now but that it would ultimately rank among the region’s larg

Wealth management industry not sufficiently in tune with the needs of young investors - research

More than 1,000 US investors surveyed reveal convenience and online tools are key reasons for Gen-Xers and Gen-Yers to shift assets between financial institutions

EFG International to sell Canadian subsidiary

EFG acquired the Wealth Management Group of Companies in 2007

Mora Wealth Management raises Miami profile in new office

Butnaru, chief executive of Mora Wealth Management USA, joined the company last August, prior to opening the Miami office in October.

Switzerland's largest bank UBS posts 58 percent second-quarter net profit drop

In challenging conditions marked by increased volatility and greater client caution, UBS continued to execute its strategy and to deliver on its enduring commitment to clients, achieving pre-tax profit of CHF 951 million.

World’s Richest Gain $15.2 Billion as Global Markets Rise

The richest people on the planet added $15.2 billion to their collective net worth this week as global markets rose on speculation that Europe will move to ease borrowing costs in Italy and Spain.

The Flaws in an Advisor Listing for the Superrich

The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.

Wells Fargo Advisors expanding in St. Louis

The company, the nation's third-largest retail brokerage firm, made the announcement on Friday.

Specter of higher US taxes may not spur family-business deals

Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.

Saverin helps boost Singapore's wealth‎

Saverin renounced his U.S. citizenship and officially became a resident of Singapore. He made the decision to do so last September, and the news came out when an Internal Revenue Service list was published April 30, causing much consternation, as it was r

Benefits of social media to the wealth management industry

There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.

Hawke's Bay's wealthiest in rich list

American investor Julian Robertson, who owns The Farm at Cape Kidnappers, is a new addition (fourth), with an estimated wealth of $3billion.

Wealth and Asset Management