Managers of Wealth Americas

Wells Fargo to target wealth management, retail and institutional investors

This is for the first time that Wells Fargo is taking assistance from any external PR advisers.

UBS Confident Wealth Management Americas Can Reach Target

“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”

Morgan Stanley debuts ad campaign for renamed unit

To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign

Wealth management firms handle uncertainty

"There’s an overall higher level of pessimism than average."

Wells Fargo Q2 net income increases

"Wells Fargo's strong financial results this quarter again reflect the benefit of our diversified business model."

Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH

Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up

Goldman Sachs plays catch-up with hedge fund offering

The new offering, called Hedge Fund Select, is similar to products that other big brokers like Morgan Stanley, Citigroup Inc and Bank of America Corp's Merrill Lynch division have offered for many years.

Tax hikes a threat to charitable giving, say billionaires

According to a poll of the 150 attendees of the Forbes 400 Summit on Philanthropy, sponsored by Credit Suisse, 56 percent of the billionaires present said that “taxes impact our philanthropic giving.”

Canaccord Financial announces reduction to Canadian Wealth Management Platform

The consolidation of branches will allow Canaccord to better service its private clients by concentrating its support resources and capital investments in client service activities in its key markets.

Luxury Institute Ranks Harris Private Bank Among Top U.S. Wealth Management Firms

Harris Private Bank earned a Top Five ranking in the 2012 Luxury Institute Wealth Management Survey, which polled 500 high-net worth Americans with a minimum net worth of $5 million for their thoughts on the quality, exclusivity, social status, and client

BNY Mellon Wins aiCIO Industry Innovation Award for Asset Management Servicing

BNY Mellon has announced that it has won an Industry Innovation Award for 'Custody-Asset Management Servicing' from aiCIO magazine.

Montis Financial Launched By Boston Area Wealth Management Veterans

Based in Waltham, Massachusetts, the firm applies an integrated approach to advising on investments, financial planning, and other financial services for intergenerational families.

Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: Study

Reputation for honesty and first-class service advantage smaller wealth managers

More billionaire families join Buffett and Gates philanthropy effort

Eleven more wealthy families and individuals have joined Bill Gates and Warren Buffett in promising to give away at least half of their wealth.

Gregory Barnhill, Brown Advisory partner and philanthropist, dies

“We have lost a great friend and partner,” Brown Advisory CEO Michael D. Hankin emailed his staff on Saturday.

"Global Wealth Report" - RESEARCH

Today, Allianz unveiled the third edition of its "Global Wealth Report", which puts the asset and debt situation of private households in more than 50 countries under the microscope.

Refusal to Adapt Is Killing Most Asset Managers

The report, titled Capturing Growth in Adverse Times: Global Asset Management 2012, provides the findings of BCG's tenth annual study of the worldwide asset-management industry.

RBC Outlines Strategy for Expanding Wealth Unit

RBC has also made a number of leadership changes recently to reflect those priorities.

BBVA Compass opens Miami office

The bank's Commercial, Domestic Wealth Management and International Wealth Management representatives will provide a range of financial products.

World UHNW Population Loses US$480 Billion

Wealth-X has launched the latest edition of its World Ultra Wealth Report.

Wealth and Asset Management