Managers of Wealth Americas

Good News for Advisors: DIY Investor Satisfaction Wanes

"Firms need to know how their investors would like to be notified--whether it occurs via email, phone or other means,”

Bank of the West: We'll hire up to 100 more wealth managers

To handle the growth, Bank of the West hired about 80 people in the last two years, bringing Bahnken's team in wealth management to approximately 400 people

Guernsey delegation reinforces private client offering on US visit

A delegation from Guernsey has showcased Guernsey’s private client and wealth management offering to clients in the US.

North America reclaims crown as home to the most millionaires in the world - RESEARCH

North America reclaims position as region with most High Net Worth individuals while Asia-Pacific leads overall wealth growth

Petrella Wealth Management opens

Petrella recently started his own financial consulting business.

Morgan Stanley Raises Profit Target for Wealth-Management Unit

Having met that goal two quarters early, it is now aiming for higher margins, according to Gorman's presentation.

BMO Private Bank director reflects on results of wealth survey

A bank that offers wealth management services to high net worth individuals has released the results of an online survey

Morgan Stanley again targets wealth management margins above 20 pct

Morgan Stanley is targeting margins of 20 to 22 percent by 2015, assuming no change in interest rates or equity markets.

Total Alignment Wealth Advisors Launches Fee-Only Multi-Family Office

Prohibitions-Based, Fee-Only Model Ensures Independence of Financial Advice and Services

Isabel Benham, Woman Who Blazed Path on Wall Street, Dies at 103

She died May 18 in her New York City apartment, according to a death notice in the New York Times. No cause was given.

Global Private Banking and Wealth Management Professionals to Convene In Miami Forum in 2013

This event will tackle an array of crucial topics, including the impact of increased regulatory action and global tax transparency on your business model, your profitability and ultimately your clients.

Deutsche Bank’s Jain Courts Super-Rich in Wealth Management Race

Deutsche Bank AG co-Chief Executive Officer Anshu Jain said he and his top bankers are meeting with super-rich clients as Germany’s biggest bank fights to close the gap on the wealth units of UBS AG and Credit Suisse Group AG.

U.S. Household Worth Tops Pre-Recession Peak for First Time

Household wealth in the U.S. jumped to a record in the first quarter, exceeding its pre-recession peak for the first time, bolstered by gains in the stock and housing markets that are helping Americans mend finances.

Wealthy turn hedge funds into family offices

It remains to be seen how many more billionaire hedge funders will take advantage of the exemption.

Wealth management is key to the Africa franchise

Wealth in the Middle East and Africa (MEA) saw near-double-digit growth (9.1 percent). - Boston Consulting Group

Rothschild Sees Momentum as U.S. Firms Seek Global Acquisitions

David de Rothschild, chairman of Rothschild Group, said he expects the merger advisory business to continue to expand in the U.S. as companies seek expertise on global deals.

FIBA appoints new board

FIBA continues to stand for the best ideas and best practices in the financial industry

Goldman Sachs sets new standard for strategic philanthropy

Five years after it began, Goldman executives say that they have no plans to close shop.

BNY Mellon to Bring Private Banking Services to RIAs

The global leader in investment management and investment services, has forged an innovative arrangement between its Pershing Advisor Solutions group and BNY Mellon Private Banking

Bankers want twin-pronged attack on richest pickings

The two cultures seeking to work together couldn't be more different, however. Investment bankers are typically called on to close transactions quickly and have little patience for the delicacies of private banking, where it can take years to forge r

Wealth and Asset Management