Managers of Wealth Americas

HNW Investors Say Economy Worse Since 2007

“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”

Art Boom Forces Wealth Advisers to Develop an Eye

Even if collections are more like hobbies, financial advisers to the rich can't ignore the power that those beautiful and rare objects can hold over their clients - or the damage they could do to a client's financial well-being.

Genworth Wealth Management Releases New Practice Management Book

The Power of Practice Management Provides Key Business Insights for Growth-Minded Advisors.

Bank Of America Introduces Merrill Edge® Roadmap™

“Merrill Edge Roadmap looks at their financial goals and provides specific steps that they can act on by working with a Merrill Edge Financial Solutions Advisor.”

Market Street Trust Company Named Best Multi-Family Office for Client Service

We are proud to receive this recognition from our colleagues in the industry

First Republic Named Best Private Bank In North America

The bank received the award at a ceremony hosted by Pageant Media, publisher of Private Asset Management, before banking and wealth management professionals in New York.

Brown Advisory wins award For 'Best Performance By A Private Wealth Manager'

Brown Advisory was also nominated for three other PAM awards, marking the second consecutive year that the firm was included on the short list for multiple awards.

Sanctuary Wealth Services Honored By Private Asset Management

Sanctuary was one of five firms nominated in the category.

Aberdeen acquires US asset manager

Artio is debt-free and had net asset value of $141 million (£90 million)

Nearly Half Of Ultra-Wealthy Feel Isolated When Making Financial Decisions -RESEARCH

Poll Reveals Most Ultra-Wealthy Don't Feel Financially Secure

High-Net-Worth Investors Worried About Direction of U.S. Economy

Northern Trust Survey also finds uncertainty among affluent Americans about their ability to meet financial goals.

Where the Rich Live: America’s 25 Top Wealth Centers

5 percent made at least $191,469 a year

RBC's global strength affirmed by numerous Euromoney award wins

RBC recognized for Best Private Banking Services in Canada and the Caribbean.

The 50 Most Influential Networking Tycoons

Wealth-X said it ignored family connections when compiling the list, hoping not to distort the list of family members who are all ultra high net worth individuals.

Private bank Coutts prepares for bear market in bonds

Expects end to 20-year bull run

SSgA Upromise 529 Plan Tops $1 Billion In Assets

"This milestone represents a successful start for the SSgA Upromise 529 Plan."

RBC Wealth Management consolidates Albany area operations

The combined firm has 20 employees, two of whom were hired since RBC moved into the new space in December.

Wealth management Americas lone bright spot for UBS in 4Q

The bank's plan to shed assets and shrink its balance sheet “is going really well.”

Atlantic Trust Celebrates Another Record Year

Atlantic Trust attributes its long-standing success to strong client retention and a steady inflow of assets from existing and new client relationships.

Desjardins Group to invest in Qtrade Financial Group

Desjardins Group adds scale in wealth management and Qtrade Financial Group joins the Canadian cooperative environment

Wealth and Asset Management