Managers of Wealth Americas

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.

George Weiler III, UBS Wealth-Management Executive, Dies at 69

George H. Weiler III, senior vice president for wealth-management services at UBS AG, has died. He was 69.

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May Survey Finds Non-Millionaires More Eager than Millionaires to Invest

Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households

Wealth Managers Face Tall Hurdles to Build on Rebound - RESEARCH

As Growth Prospects Shift Toward Developing Markets, Players Must Grapple with Greater Client Demands, Tougher Regulatory and Margin Pressures, and Increasing Business Complexity, Says Report by The Boston Consulting Group

Futurestep chosen for BNY Mellon sales hires in North America

Talent and recruitment solutions firm Futurestep has been engaged to fill up to 100 new positions across North America

10 Mistakes Gen Y Makes with Advisors

Here are 10 common mistakes Gen Y should avoid when working (or not working) with an advisor, and ways to get around them.

Canada’s executive compensation practices have come a long way

What some people don’t realize is that executive compensation tends to be the single largest expense an organization might incur.

Death of a prominent private wealth manager shakes Texas investors

A spokesman said in a statement that following Mr. Powell's death, the fund-management company has become "aware of unusual transactions Mr. Powell seems to have conducted personally outside of his work for Atlantic Trust."

Swiss private bank opts to groom wealth managers

The most challenging thing in Asia is to get the right people on board

U.S. Wealth Management Welcomes New Advisor Practices in Bethesda, MD and Lehigh Valley, PA to Platform

An independent network of experienced wealth managers announced that it has recruited two new independent financial advisory practices to its platform

BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%

As many as 100 new positions are planned as part of a major growth strategy

Aberdeen completes $179.9m acquisition of Artio

As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).

Raymond James assets under administration rise by 1.2 percent

Total client assets under administration of $411.8 billion rose by 1.2 percent, largely fueled by the 1.8 percent increase in the S&P 500 for the month.

PNC rounds out wealth management team

Its wealth management team members who are based in Birmingham service the Northern Alabama market, and the team members in Mobile will service the South Alabama market

Wealth and Asset Management