Managers of Wealth Americas

US justice department probes Swiss bank Pictet

Pictet & Cie., Switzerland’s biggest closely held private bank, said the U.S. Department of Justice has made a “general inquiry” into its wealth management business with U.S. clients.

A New Kind of Private Bank

“A venue for clients where they can come in and feel like it’s a private club, a university, a wealth management shop, and a boutique hotel – all at once.”

Raymond James Financial Reports October 2012 Operating Data

In an effort to provide timely information to enable analysts and investors to stay better informed about the general trends in our major business segments, we are releasing selected operating statistics. Due to the limited nature of this data, a consist

Northern Trust develops new reporting solution

Northern Trust Integro Helps Clients Increase Transparency into Portfolio Holdings

At Schwab: Being Fair to Advisers, Sensitive to Clients

Members of a wealth advisory team are highly sensitive to "fairness."

Weintraub to Return Money in Transition to Family Office

In this year’s first half, 424 hedge funds were liquidated, according to Chicago-based Hedge Fund Research Inc.

Lazard reining in wealth management unit

Move is part of cost-cutting but adviser job cuts remain a question

Foster Group Honored With Best-In-Business IMPACT Award

Our unwavering mission has always been to serve as catalysts for positive life change for our clients

Citi Expands Trust Administration and Custody Services to Global Wealth Managers

After a thorough review of the market, we selected OpenWealth for its modern technology

OppenheimerFunds Building Dedicated Wealth Management Team

Really it’s about helping advisors to understand what’s going on

High Net Worth Individuals Finds US Lags Behind Emerging Markets on Positive Views of Adversity - RESEARCH

71% of high net worth US individuals agree that viewing failure positively is essential for an economy to grow, -- 44% of US respondents say that the recent global financial crisis provided them with opportunities, -- Respondents who identify themselves

Paragon Wealth Management Named as a ‘Top 50 Fastest-Growing Firms’

It is with great pleasure that Paragon Wealth Management accepts this award

U.S. Trust Survey Finds Majority of Business Owners Focused on Keeping People Employed

As Bank of America reported, trust Insights on Wealth and Worth Survey released.

Former Lehman staff to get bonuses in £7bn payout

Four years after they should have been paid, former staff of Lehman Brothers are to finally receive a portion of the bonuses they were owed before the US investment bank collapsed in 2008.

Younger Millionaires Have Greater Appetite for Risk

“Taking risk” is one of the top factors Millionaires cite as contributors to their financial success

IMCA Defines Wealth Management Job tasks

Investment Management Consultants Association® (IMCA®) today released a white paper detailing the findings of a comprehensive job analysis that defines the practice of wealth management. In addition to clarifying what constitutes a private wealth

Northern Trust Named "Best Private Bank in the USA" for Fourth Year

The FT Group also honors Northern Trust with awards for Innovation and Socially Responsible Investing

$1.2 billion RIA breaks it off with LPL

After 17 years, Waldron Wealth Management LLC is leaving LPL

Evercore Wealth Management to acquire Mt. Eden Investment Advisors

The transaction is expected to close in the fourth quarter of 2012.

Family Office Exchange Adds Three New Firms to List of Leading Wealth Advisors

The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.

Wealth and Asset Management