Managers of Wealth Americas

Mobile millionaires place family and quality of life above business interests - RBC Research

Global mobility shapes investment approach; Cultural ties influence wealth transfer and philanthropy

TD Bank acquisition to boost North American wealth business

TD Bank has been expanding aggressively in retail banking in the U.S. in recent years.

Private Banking Arm Helps Bank of America Boost Profits

Among the banks offering special treatment, for a fee, is Bank of America.

U.S. Bank opens Ascent ultra-high wealth family office

This isn’t for the moderately wealthy. Ascent targets clients with a minimum net worth of $50 million.

Are Wealth Managers Clinging to Old, Ineffective Investment Models?

Wealth managers, as a group, have not grasped the extent to which the financial markets have fundamentally changed in the wake of the 2008-2009 downturn, according to a survey of 130 wealth managers.

Brinton Eaton Joins Mariner Wealth Advisors

Nationally ranked by Barron's as a top independent wealth advisor, Mariner adds 13 wealth management professionals and continues to expand its national footprint

Vestmark Joins the American Banking Association

Increasingly Vestmark has been providing wealth management technology solutions to banks and leading investment managers that offer subadvisory services to banks and their wealth management clients

Washington Wealth to Reach $1B in Recruited AUM

"We are delighted that both California Wealth Transitions and Overlake Partners have chosen to partner with us."

U.S. multiple family offices' AUM increased 68% - RESEARCH

Assets under management for multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to recent research released by Boston-based global research firm Cerulli Associates.

Geller appoints tax services business head

She will also play a key role as part of the executive team of Geller Family Office Services, the firm's family office and wealth advisory business, and help guide its strategic direction.

Krawcheck, possible SEC head, raises Washington image

For six months the former executive at Bank of America and Citigroup has been meeting with lawmakers on both sides of the aisle

If the US falls off the fiscal cliff, 315,000 millionaires go with it

From baseball players requesting their bonuses before Dec. 31 to millionaires lobbying for higher taxes on themselves, America’s wealthy are weighing in on the debate over the US “fiscal cliff.”

Wunderlich Securities buys Sanders Morris Harris’ wealth management branches

Thirty-five individuals will join Wunderlich, including 27 Financial Advisors with over $800 million in assets under administration.

Do You “Like” Your Wealth Manager?

Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.

Japanese bank in talks to buy BofA-Merrill stake in private bank JV

The deal will likely smooth the path for the Tokyo lender

Young philanthropists more interested in wealth gap than climate change

Just one in four wealthy Generation Y-ers believe climate change is one of the most important issues facing society

Private Client Resources announces strategic partnership with web-based wealth management firm

The agreement will allow financial advisors to seamlessly incorporate data on their clients' alternative investments into their financial plans and strategies.

U.S. HNWI Population Declined Marginally, but Remained Above Pre-Crisis Levels - RESEARCH

New York, Los Angeles, and Chicago Continue to Rank Highest on List for Number of HNWIs – Philadelphia and Detroit Move Down Due to Sluggish Economic Recovery

Rodney McLauchlan expands directors role

I am eager to spend more time with the team and the clients at Legacy Trust

Coronado First Bank and San Diego Private Bank to Merge

"This merger is about two community banks that complement each other in size, products, service commitment, and their geographic focus."

Wealth and Asset Management