Managers of Wealth Americas

Wealth manager thrives on "do it yourself' culture

There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need.

Wealth management is ripe for reinvention

Across the industry, executives share concerns: generational shifts, regulation and how to update legacy platforms.

Rothschild and Topwater Capital ink exclusive arrangement

Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.

UPDATE 3-Invesco profit jumps 81 pct on unit sale, strong markets

Strong markets and demand for alternative and equity products helped drive growth in assets under management at the firm during the quarter.

Former UBS advisers launch new wealth management firm based in Colo.

We have launched, managed and sold many businesses for ourselves and our clients

Mack International nominated for Best Family Office Consulting Firm by PAM

The winners will be announced at a dinner and awards ceremony on Feb. 24

Canadian banks already major players in the wealth management field

An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”

Think you know the Next Gen investor? Think again - UBS Investor Watch

Millennials are as Financially Conservative as Generation Born During Great Depression

Millionaire Investors: What Makes the Best Advisors?

Communication is important to Millionaire investors and separates the best advisors from the rest.

Cambridge Trust books 20% profit increase on loan, wealth management growth

Cambridge Trust also got a boost from its wealth management division, which accounted for about 80 percent of the bank’s non-interest income for the year

Credit Suisse Bonuses to Include Bonds That Can Be Wiped Out

A representative for Zurich-based Credit Suisse confirmed the memo’s contents.

What is the average price of wealth management deals?

This is the most authoritative look at consolidation activity in the global wealth space.

Scotiabank’s ING Direct Sees ‘Gigantic’ Wealth Opportunity

Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card

Class-action payouts dent Northern Trust results

The current quarter includes a $19.2 million pre-tax charge ($11.9 million after tax, or $0.05 per common share) in connection with an agreement to resolve certain long-standing class action litigation.

Janus Capital profit up 23 percent on higher fees

Asset manager Janus Capital Group Inc said on Thursday that its fourth-quarter profit rose 23 percent on higher fees.

UBS hires Morgan Stanley team working in Atlanta

UBS AG says its wealth-management group has hired a team of Morgan Stanley financial advisers who collectively managed roughly $500 million of client money.

CAB Passes $3 Billion in Family Office and High Net-Worth Advisory Clientele

"Our world-class team of professionals work as trusted advisors

Raymond James Profit Rises 36%

Raymond James Financial Inc. said its fiscal first-quarter earnings rose 36% led by growth in its private client group and asset management segments.

BNY Mellon Opens New Wealth Management Office

Further strengthens its presence in the fast-growing Southern California Wealth Market

Legend Advisory Corporation Announces Wealth Management Platform

The open-architecture system helps advisers simplify and increase the efficiency of their advisory business.

Wealth and Asset Management