Managers of Wealth Americas

SWFs go shopping for managers

The asset management arms of banks, many of which are keen to sell, are likely to head the list of acquisition targets.

Citigroup Private bank revenues increase 3%

Citigroup Inc. today reported net income for the second quarter 2012 of $2.9 billion, or $0.95 per diluted share, on revenues of $18.6 billion.

Explaining Why Wall Street and the Wealthy Hate Obama

That is the idea that when the rich get richer, everyone else benefits, too.

Citi Private Bank Adds Family Office Director

Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.

NFP Announces Acquisition of Fusion Advisor Network

National Financial Partners Corp. NFP +0.36% , a leading provider of benefits, insurance and wealth management services, today announced that it has acquired Fusion Advisor Network ("Fusion"), a leading provider of practice management and busin

Australian PE firm offers $225m for ClearView Wealth

ClearView’s biggest shareholder is Guinness Peat Group, which has a 47.84% interest and has been seeking to offload several other investments in its portfolio.

58pc Of Americans believe rich deserve their wealth - poll

The findings come at a time when tax cuts for the rich, Mitt Romney's wealth and Occupy Wall Street have all been hot topics in the 2012 campaign cycle.

BondDesk says wealth management platform supports new Finra rule

The BondWorks Suitability Module helps financial advisors meet the requirements of the new FINRA Rule 2111 by enabling them to run pre-trade suitability tests on investment ideas even before recommending them to their customers.

Atlantic Trust Named a Leading Wealth Advisor by Family Office Exchange

The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.

LPL Opens Up Model Wealth Portfolio Platform to Mass Affluent Investors

Overall, this platform grew by almost 73% this year as of March 31 over last year to $8.7 billion.

Wealthy families may have more money than most but.....

While an overwhelming majority of those polled said their spouse/partner is comfortable with how financial decisions are made, 1 in 5 said that they feel their spouse/partner is stressed by their lead or participation in the process, with several notable

Mariner Wealth acquires interest in Omaha firm‎

Brings experienced wealth professionals and expands Mariner's national footprint

In an Unusual Tax Year, the Wealthy Turn to Partnerships

A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.

Orlando Wealth Management firm wins industry recognition

"We have a passion for making a difference in people's lives and look forward to continuing to provide our clients with the highest level of expertise and customer service for many years to come,"

Aberdeen Supports Its Scottish Open Sponsorship With TV Commercial

Aberdeen Asset Management is supporting its sponsorship of the Scottish Open with a 30 second television advertising campaign that will run in the United States, UK, and Europe.

Buffett Makes Annual Donation To Bill Gates Foundation

Warren Buffett, the billionaire who pledged to donate most of his wealth to charity, contributed stock valued at $1.52 billion in his annual gift to the foundation created by Microsoft Corp. co-founder Bill Gates.

Wanted: female financial advisers

Women are significantly under-represented in the financial planning profession, with only one quarter of financial planners being female. So what are we doing to correct this imbalance?

Scotia Private Client Group launches new investment solution for HNW clients

Under the management of Scotia Asset Management, each fund within Scotia Private Client Group Pools will be offered as a separate class of shares within the corporation. Investors can switch from one class of shares to another without triggering an immedi

Defecting US brokers bring along $59 billion assets ‎

“We’re seeing bigger teams now making bold moves and moving to another wirehouse or out of the space completely,” said Alois Pirker, research director at the Boston-based Aite Group, which studies wealth management trends.

Global Corporate Giving Initiative Answers Question, “What Counts?”

The Global Guide provides corporations with a much needed tool to allow more efficient measurement of corporate giving on a global scale.

Wealth and Asset Management