Managers of Wealth Americas

City National Bank Completes Acquisition of Rochdale Investment Management

Rochdale will combine with City National Asset Management to form a new registered investment advisor within the bank's wealth management group

Global Wealth Makes Its Move

Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world."

Rockefeller Asset Management Becomes A Signatory To United Nations Principles for Responsible Investment

The Firm remains well-recognized in the investment community with an internal team of professionals dedicated to its efforts in the area.

Charities Still Love Wall Street Bankers

The master of ceremonies made a mistake as he named John Thain one of the year’s best dads, introducing him as the chief executive officer of Citigroup.

HNW, Inc. Launches Retail Banking Practice

Industry Veteran Leslie Paladin Tapped to Help Brands Reach Mass Affluent Segment

Brown Brothers Harriman Brokerage Division Announces Launch Of Global Portfolio Strategy Product

The BBH Global Portfolio Strategy product, available now to BBH clients, offers global and regional equity portfolio managers a consistent analytical framework for making regional, country and sector based global equity decisions.

Morgan Stanley Smith Barney team joins Raymond James

A team of veteran advisers from Morgan Stanley Smith Barney have left the brokerage to open their own firm with Raymond James Financial Inc's independent broker-dealer in Ohio.

"The Great Global Shift: Seeking Growth in a G-Zero World," - Merrill Lynch Wealth Management

It has become a G-Zero world and looks to remain that way for years to come, creating an ever-increasing need for investors to understand the geopolitical forces that can influence the markets.

One of the biggest banks in the world wants the president’s favorite banker muzzled

He golfs and vacations with Mr. Obama and is known for e-mailing friends photos of himself with the president.

Baer CEO Says Outcome of Bank of America Talks Open, NZZ reports

Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.

Covenant Multifamily Offices acquires Texas-based wealth firm

Covenant deconstructs family office model, brings institutional management and boutique services to high net worth clientele

Morgan Stanley broker goes independent with Concert Wealth

Nourse, most recently with Morgan Stanley Smith Barney, left the firm on Friday to start Urban Wealth Management LLC, an independent firm based in El Segundo, California.

Long-Range Planning Key to Tackling Risk in a Globalized World - FOX Study

The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.

Peltz Said to Have Pressed Lazard on Cutting Banker Compensation

At a series of meetings starting in March, Peltz and Ed Garden, one of his co-founders at Trian Fund Management LP, told Lazard Chief Executive Officer Kenneth Jacobs the firm paid bankers more than deal flow or productivity merited, said the people, who

Wealth and Asset Management