Managers of Wealth Americas

Morgan Stanley Attempts to Stem ‘Revolt’ in Wealth Management Unit

On Morgan Stanley (NYSE:MS) President Greg Fleming’s attempts to stem a broker revolt within the firm

Top UHNW Donors Give Less Than a Quarter Percent of Their Net Worth to Super PACs - Wealth-X

Wealth-X, the global UHNW prospecting, intelligence and wealth due diligence firm, has revealed that top ultra high net worth donors give, on average, less than a quarter percent of their wealth to political causes.

Virtus Investment Partners Announces Agreement to Acquire Rampart Investment Management

Firm specializes in customized options strategies

Credit Suisse denies Swiss banks helping Germans dodge tax pact

German media have accused Swiss banks of telling German clients to shift money to Singapore, Asia's prominent finance centre, to avoid detection and taxation of their assets.

Brokers could lose out as banks enter HNW

Formerly viewed as an area of little change, the HNW arena has undergone a period of well-documented developments.

Family Property Means Managing for a Legacy

“The family generally has a unified opinion that this is a legacy asset”

Camarda Wealth Advisory Group Earns Top Designation

The National Association of Board Certified Advisory Practices Named Camarda Wealth Advisory Group as a Premier Advisor

Wealth manager sees opportunity in working with next generation

Khost is recruiting experienced private client advisers to support that expansion, and U.S. Trust, a subsidiary of Bank of America, also has begun helping wealthy families train their children and grandchildren to become good stewards of the enormous weal

More brokers let clients borrow against art

Earlier this month, UBS Wealth Management America unveiled to its brokers a plan to offer loans of up to US$150 million ($187 million) collateralised by works of art, rare musical instruments and fine silver.

Capital Group lures wealthy investors as mainstream flees

Since 2008, Capital Group Private Client Services has seen its assets almost double to $20 billion from $11.5 billion in a sign the firm's conservative investment approach is attractive to the wealthiest of U.S. investors.

Rich Men Still Control Household Investment Decisions

Much Of Disparity Likely Has To Do With Traditional Gender Norms

Concept Capital Markets taps new MD

Kyle will be joined at Concept Capital by Adrienne Franklin and Dennis Huynh, who have served Shoreline's clients as customer service representatives, and Richard de Ande, who has served the firm's clients as a trader.

Former Credit Suiss Banker Sells Exclusive Wines Online

But as Kevin Sidders, a former investment banker at Credit Suisse (CS) and Blue Beacon Capital, starts talking about his new business, VinConnect Inc., over our ceviche lunch in New York, I become seriously intrigued.

Data protection watchdog supports bank staff

Switzerland’s data protection commissioner has waded into the United States tax evasion row by demanding that banks stop handing over information to the US authorities that reveal the identity of staff.

Synovus Named To Bloomberg List of 'Top 50 Family Offices'

The list was compiled through research by the Bloomberg Rankings team, and via a survey of more than 1,000 firms worldwide

Gateway Pro Tour announces Harris Private Bank as newest sponsor

Gateway Pro Tour announced that Harris Private Bank, a wealth management firm with locations in 11 states across the country, is the latest to sign on as a sponsor of the Gateway Pro Tour.

Former Chase head Willard Butcher dies at age 85

Rockefeller says Butcher "worked tirelessly to enhance the bank's position around the world."

Middle-class income and wealth fell in last 10 years, survey shows

About 85% of middle-class people say it’s tougher now than a decade ago to maintain their living standards, according to the Pew Research Center report.

Credit Suisse to Host Philanthropy Campus

t Credit Suisse, we understand that the most lasting changes often begin with the actions of a single individual or a family, which is why we constantly work with our partners to develop new ways to help our clients achieve their philanthropic goals

First PacTrust Bancorp to Acquire The Private Bank of California

The Transaction is initially valued at approximately $50 million, or approximately $13.00 per diluted share.

Wealth and Asset Management