Managers of Wealth Americas

Morgan Stanley Smith Barney team joins Raymond James

A team of veteran advisers from Morgan Stanley Smith Barney have left the brokerage to open their own firm with Raymond James Financial Inc's independent broker-dealer in Ohio.

"The Great Global Shift: Seeking Growth in a G-Zero World," - Merrill Lynch Wealth Management

It has become a G-Zero world and looks to remain that way for years to come, creating an ever-increasing need for investors to understand the geopolitical forces that can influence the markets.

One of the biggest banks in the world wants the president’s favorite banker muzzled

He golfs and vacations with Mr. Obama and is known for e-mailing friends photos of himself with the president.

Baer CEO Says Outcome of Bank of America Talks Open, NZZ reports

Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.

Covenant Multifamily Offices acquires Texas-based wealth firm

Covenant deconstructs family office model, brings institutional management and boutique services to high net worth clientele

Morgan Stanley broker goes independent with Concert Wealth

Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.

Long-Range Planning Key to Tackling Risk in a Globalized World - FOX Study

The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.

Peltz Said to Have Pressed Lazard on Cutting Banker Compensation

At a series of meetings starting in March, Peltz and Ed Garden, one of his co-founders at Trian Fund Management LP, told Lazard Chief Executive Officer Kenneth Jacobs the firm paid bankers more than deal flow or productivity merited, said the people, who

Silver Bridge Wins Family Office Award

The Firm was also a finalist in several categories including MFO of the Year, MFO CEO of the Year, and MFO CIO of the Year.

Data show top banks get most complaints

Major banks including JPMorgan Chase, Bank of America and Citigroup were the subjects of the largest number of complaints to the U.S. Consumer Financial Protection Bureau in 2011, according to data obtained through a public records request.

Gold’s New Role in the Global Monetary System and the Euro Zone Crisis

Knowledge is power when it comes to any kind of investing.

Private Fashion Shows for Banks' Wealthiest Customers

To replace revenue lost from smaller fees and lower-interest loans, banks are trying to sell existing clients more products and services.

Banks Roll Out the Green Carpet to Attract High-Income Earners

income earners gathered for a private fashion show at the Plaza Hotel in Midtown Manhattan for the latest line from designer Douglas Hannant.

Scalability key to hitting growth targets and improving client relationships

Global high net worth population increased slightly in 2011, their investable wealth declined.

Baby Boomers to kids: Inheritance? Maybe not

Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way.

Advice for Global Bank CEOs

Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.

Leading Swiss private banking group in WM acquisitions talks

Given the early stage of these discussions, the outcome is entirely open.

Emeralds seek the 'De Beers' treatment

In Colombia, the world's largest producer of raw emeralds, the story told by Casas is no anomaly.

Smith Barney unit to be called Morgan Stanley Wealth Management

Speaking to investors at the company's U.S. Financials Conference in New York, Mr. Gorman for the first time acknowledged a name change for the brokerage will occur.

The collapse of American wealth, in one chart

A great deal of the drop came from the collapse of housing wealth after the bubble burst — median home equity dropped 42 percent between 2007 and 2010.

Wealth and Asset Management