Managers of Wealth Americas

UBS Launches Global Family Office in the Americas

The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.

Focus Financial Partner Firms Complete Strategic Deals

The deals boost client assets by approximately $450 million

Former Bank of America CEO Tom Clausen dies

He left the bank in 1981 to become president of the World Bank.

Swiss Banks Vie for Declared American Assets Amid Probe

UBS expects to report assets at its Securities and Exchange Commission-registered business rose 20 percent to $4.6 billion last year

MS Wealth Management vaults past margin target

Unit ahead of schedule, records 17% pretax margin in Q4; 'let's not get too wound up'

SSgA's AUM climbs 13% in 2012; ETFs up 38%

Also Friday, State Street announced it was cutting 630 jobs, or 2% of its workforce, this year “to capture further efficiencies and cost savings.”

New Family Wealth Toolkit Helps Families Maximize More Than Wealth

The Family Wealth Sustainability Toolkit is more than just a book.

Raymond James’ Pay Grid Gets Long-Awaited Facelift

"This is the first significant change to our grid during my almost 20 year tenure at Raymond James."

Christopher Weil & Company Launches IMA Partner Professionals to Expand Expertise and Offerings

“We have always been committed to being more than just a typical wealth management firm.”

Wealthy investors plan to increase their equity holdings in 2013

In the next 12 months, 71% of Ultra High Net Worth (UHNW) Investors, with more than $5 million in net worth not including their primary residence (NIPR,) plan to invest in equities, up from 52% in 2010. Equities are the top investment pick among the UHNW

China sovereign wealth fund may cut US debt holdings

“From a long-term perspective, it is not a good investment target.”

Morgan Stanley Just Instituted The Most Brutal Bonus Plan Wall Street Has Seen In Years

Morgan Stanley is deferring 100 percent of bonuses for top earners

Only 5% of Florida's wealthy grew up rich

"Each generation should be responsible for creating its own wealth."

Securities America Targets HNW Clients

One new initiative will be the establishment of a hedge fund platform.

Regions Picks Prudential's Wealth Platform for Its Institutional and Private Clients

"Our goal is to give our wealth advisors in the field all the tools they need to help our clients achieve their goals."

Goldman bankers set for bonus windfall as profits rise

Goldman is expected to have enjoyed a better final quarter of last year

Alternative Investment Choices of Older HNW Investors

Alternative investments help investors add diversity to a traditional portfolio of stock

The View from Goldman Sachs’ Private Wealth Unit

The bank’s ultra high net worth clients, Mossavar-Rahmani said, are “the only constituent that can afford to have a very long horizon.

The Rich Are In Control

The days of advisors independently managing vast sums for extremely wealthy investors are over.

Wealth management industry wary over year ahead

Retail investors still nursing 2008 wounds

Wealth and Asset Management