Managers of Wealth Americas

More Banks Expected to Move Advisors to Salary

Two to three years down the road, I’d be surprised if for the top 30 banks at least half of them haven't moved to the new structure

UBS once again the world's largest private bank as assets surge

UBS won back the title of largest private bank in the world as inflows of fresh client funds surged last year

The $50,000 financial plan: Wealth firms target the super rich

Advisers at UBS and some other wealth management firms are now moving into this market and charging wealthier clients the equivalent of a new BMW

Buckingham Adds $400 Million Dallas Advisor Firm

St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its newest acquisition.

SG Private Wealth Advisors To Market Gulfstream V N765SG

"We are truly excited for the opportunity to be involved in yet another aircraft transaction, especially given that N765SG was operated and maintained in an immaculate condition,"

RBC Wealth hires adviser duo from Morgan Stanley

RBC Wealth Management, a division of the Royal Bank of Canada said it has hired a team of veteran advisers from Morgan Stanley Wealth Management, expanding its footprint in New Jersey.

Renewed Market Enthusiasm for Affluent Investors

Affluent investors expressed a greater comfort level over the previous month in investing in stocks

What Multifamily Offices Need Now

Sometimes, even double-digit growth isn't enough.

Peak Financial Group enhances its offering with the addition of portfolio managers and the creation of the division Peak Private Wealth

President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers

An Advisor Platform Looks for 10 Fund Managers

Fund managers now have another resource for selling and distributing to that hard-to-reach sector, independent advisors.

Security Study Finds Gaps at Family Offices

Sustainability issues for private families, data loss due to computer failure, and fraud or other loss related to transfer of client funds

Envestnet Completes Acquisition of Prudential Wealth Management Solutions

Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform

First PacTrust Bancorp, Inc. Completes Acquisition of The Private Bank of California

The acquisition was accomplished by merging The Private Bank of California into Beach

Wealth Managers Turn to Hedged Mutual Funds

Wealth managers are putting more client money into mutual funds that use hedge-fund strategies

Wealth manages struggling with transformational change

These dynamics are further compounded by shifting demographics and existing challenges around operations, technology, and talent management.

Role of Family Offices in Wealth Management Today

There are significant challenges facing wealthy families today as they think about provisioning the kinds of services they require

Signature Bank in N.Y. Hires Citgroup Private Banking Team

Signature Bank (SBNY) in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.

US institutions to expats: 'Take your retirement account elsewhere – now'

First American expatriates were told that their bank accounts weren’t welcome, either in the US or in their new countries of residence

Cantor Fitzgerald to start wealth management business

Cantor Fitzgerald Wealth Partners will cater to people with at least $5 million to invest, with an emphasis on those with $50 million, said Stan Gregor, co-chief executive of the new unit, in an e-mailed statement.

UK wealth managers turn Americans away

American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.

Wealth and Asset Management