Managers of Wealth Americas

Rothschild Sees Momentum as U.S. Firms Seek Global Acquisitions

David de Rothschild, chairman of Rothschild Group, said he expects the merger advisory business to continue to expand in the U.S. as companies seek expertise on global deals.

FIBA appoints new board

FIBA continues to stand for the best ideas and best practices in the financial industry

Goldman Sachs sets new standard for strategic philanthropy

Five years after it began, Goldman executives say that they have no plans to close shop.

BNY Mellon to Bring Private Banking Services to RIAs

The global leader in investment management and investment services, has forged an innovative arrangement between its Pershing Advisor Solutions group and BNY Mellon Private Banking

Bankers want twin-pronged attack on richest pickings

The two cultures seeking to work together couldn't be more different, however. Investment bankers are typically called on to close transactions quickly and have little patience for the delicacies of private banking, where it can take years to forge r

Chinese American Investors Comfortable with Current Financial Situation

Chinese-Americans are consistently more confident about their current and future financial situation compared to the US general population

Affluent Household Outlook Up Due to Millionaire Confidence

Affluent investors expressed the highest confidence in the Economy, followed by Household Assets

How Does Financial Literacy Affect Wealth?

Less affluent Investors surveyed wish they had saved more and taken on less debt prior to the financial crisis

Feeling Like Gatsby? Net Worth Hits Another Record

Americans’ wealth continued its snapback from the financial crisis in the first quarter

Wealth management bankers also in higher demand in Houston

Seasoned commercial lenders aren’t the only kind of banker in high demand in Houston.

Fleming opens Morgan Stanley's wallet

"We are driving growth and the top line rather than primarily on the expense side of the equation.

Credit Suisse Seeks to Boost Profits in U.S., Europe Wealth Unit

Credit Suisse Group AG, Switzerland’s second-biggest bank, is working to boost profitability of its wealth-management businesses in the U.S. and western Europe

The Richest Families In The World Are Staging A Quiet Rebellion Against Hedge Funds

It's no secret that since 2008, most hedge funds have lagged the S&P 500

Connecticut Wealth Management Acquires Firm

The acquisition adds $120 million in assets under management to Connecticut Wealth Management, bringing them to $400 million in AUM.

Families Without an Operating Business Allocated More to Fixed Income and Hedge Funds

Family Office Exchange Finds Business Owners Were More Comfortable With Illiquid Assets Than Non-Business-Owning Families in 2012

How Can A Business Jet Help Manage Wealth? Ask Dovi Frances

The truth of the matter is, the wealthier you are, the more inefficient the market becomes.

Banyan Partners to Acquire Wealth-Management Firm

Banyan Partners, a fast-growing RIA based in Palm Beach Gardens, Fla., is acquiring Silver Bridge Advisors, the wealth management arm of global law firm WilmerHale.

HighTower Adds First Firm to Network

HighTower, the nation's destination of choice for entrepreneurial advisors seeking greater independence and practice control, announces that Shaffer Wealth Management is the first advisor team to join the HighTower Network.

The philanthropy debate: Are the wealthy giving their share?

We are becoming a society in which more emphasis is placed on philanthropy as a social good. It’s often portrayed as much more noble and efficient than paying taxes (especially to “untrustworthy” politicians).

A New Wealth Management Industry Mandate

Clients are mad as hell, and they're not going to take it anymore—unless the industry makes some changes.

Wealth and Asset Management