Managers of Wealth Americas

Gen Y Advisors Unhappy with Independence

Younger Advisors Less Satisfied with Independent Track - RESEARCH

Euromoney publishes 10th annual Global Private Banking Survey – UBS returns to the top

The private banking industry has had to modernize as never before to keep pace with the global needs of clients, new regulation and rebuild trust.

J.P. Morgan cuts investment bank bonuses

Executives in asset management will get an average increase of 6% in salary and bonuses

Barclays Wealth opens Beverly Hills office

Barclays Continues to Expand its Wealth and Investment Management Presence in the U.S. With the Opening of its Beverly Hills Office

JPMorgan Joins Rental Rush For Wealthy Clients: Mortgages

The firm’s unit that caters to individuals and families with more than $5 million, put client money in a partnership that bought more than 5,000 single family homes to rent.

Who Says Wealth Doesn't Buy Happiness? The Wealthy Do

The Spectrem study adds to a growing field of research on wealth and happiness.

UBS overhaul bearing fruit despite hefty quarterly loss

Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion

UK's wealthy investors pile into US real estate

In many cases investors have almost double in US real estate compared to what they have in other alternative investments

The next American wealth boom has officially begun

It may not feel like it for many Americans. But with the Dow breaching 14,000, shareholders and investors have recovered the more than $8 trillion in wealth lost during the recession and attained levels of paper wealth they haven't seen since the Roa

Wealth advisers find Sanctuary at S.F. firm

Crosspoint, which has about $240 million in assets under management, was founded by Michael Kress

Morgan Stanley boosts CEO salary, eyes higher returns

Gorman's total pay for 2012 fell 7 percent to $9.75 million, the bank said in a regulatory filing Thursday, putting him on the lower end of the range for big banks that have reported figures so far.

Millionaire Confidence Hits 2-Year High

“The Millionaire Outlook rose for the second consecutive month, driven by an increase in confidence in the economy,” Spectrem said.

BofA Completes Int'l Weath Management (non-US) Transfer to Julius Baer

At the same time and as a first step of the integration, Julius Baer acquired the Geneva-based Merrill Lynch Bank (Suisse) S.A. with around CHF 11 billion assets under management.

Mack International Nominated for Best Family Office Consulting Firm

Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.

Morgan Stanley Wealth Management Launches Perspectives in Philanthropy, Vol. 9, “Athletes and Entertainers Giving Back

The featured athletes and entertainers describe how they chose their philanthropic causes, the outcomes they hope to accomplish and the lessons they have learned from running nonprofits.

Eleven Raymond James advisors named to BIC top 50 advisor list

FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors

U.S. Bank's Aggressive Wealth Management Plan

“The bank loves the business. We’re good at it and we expect to be much bigger at it in the coming years,” said Mark Jordahl, president of U.S. Bank Wealth Management, in a telephone interview.

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Raymond James Picks Up Morgan Stanley Duo

The team, also known as The Fowler Financial Group, came to Raymond James from Morgan Stanley, where they managed more than $70 million in client assets and had annual fees and commissions in excess of $700,000.

Wealth and Asset Management