Managers of Wealth Americas

Stifel Global Wealth Management division reports strong first-quarter

Stifel Financial Corp.'s first quarter profit increased 11 percent in the first quarter.

Managers advised to downshift their focus to ‘core millionaires’

The report says that – to capture pre-financial crisis levels – private banks need to expand their focus beyond the ultra-wealthy clients to serve so-called “core millionaires”, who are expected to generate 80 per cent of net new r

Tax Evasion Still Rampant Despite International Crackdown: Study

This is after a slew of international treaties and other aims to prevent the super-rich from stashing their wealth in other countries to avoid paying taxes on it.

Warren Buffett Calls for 90% Billionaire Wealth Tax (Satire)

Buffett and Munger have avoided paying taxes by keeping much of their wealth tied up in unsold Berkshire Hathaway shares that have risen in value and made them wealthy men.

Blockbuster bank deals thing of the past, RBC head says

The days of the blockbuster deal in the banking sector are over.

EverBank unveils wealth company

The institutional-level approach also connects individual investors to a wider variety of sophisticated products and investment opportunities.

Baird To Continue Wealth Management Expansion

Baird’s financial advisor force totals almost 700 following the hiring of more than 250 financial advisors and branch managers since 2009.

Swiss private bank appoints new head for unit advising US clients

He joins from ABN Amro, where he headed up the research unit for the Asia-Pacific region, and its investment advisory activities.

Credit Suisse Continues Americas Buildup, Plans More Office Openings Article Comments

Credit Suisse Group AG's Private Banking Americas unit is on track to boost its relationship manager headcount by roughly 20% over the next three to four years and is weighing new office openings in the U.S. as part of a continuing push to capture mo

Capgemini and RBC Wealth Management to Partner on Leading Annual World Wealth Reports

The annual World Wealth Report and the Asia-Pacific Wealth Report are the global benchmarks for tracking HNWIs and cover HNWI market sizing with a review of global economic drivers, HNWI investing behaviors and asset performance trends. The reports are su

Chilton Trust Company Receives Approval To Exercise Trust Powers

Joining Mr. Horan at CPC were four experienced fixed income investment professionals. Chilton Trust, together with CPC, currently manages approximately $5 billion in assets.

RBC Global Asset Management Inc. announces April sales results for RBC Funds and PH&N Funds

Long-term funds had net sales of $752 million and money market funds had net redemptions of $154 million. Assets under management were unchanged.

UBS Wealth Management pre-tax profit up 70%

Net new money inflows in the wealth management businesses more than doubled to CHF 10.9 billion.

First Republic Bank Opens Third Office in Boston

First Republic’s Post Office Square location will provide lending, deposit and wealth management services to individuals, businesses, foundations and nonprofits.

FNB appoints senior trust officer, business development/trust officer

He will serve as the senior trust officer and brings a valuable legacy of counsel in sales, services and management at all levels of trust, private banking and wealth management.

JPMorgan CEO should not be chairman: recommendation

Jamie Dimon's $23.1 million paycheck is OK, but he should not be both chairman and CEO of JPMorgan Chase & Co, an adviser to institutional investors said on Monday.

A talent shortage looms as the industry booms

Even as more and more older Americans seek advice on bolstering their nest eggs, advisers themselves are looking to head off into the sunset.

Atlantic Trust Continues Record Growth

An ongoing emphasis on building long-term fiduciary relationships with clients helps the nation's No. 1 wealth management brand achieve positive growth for 20th consecutive quarter*

Exencial Wealth Advisors forms as independent wealth managers complete merger

Exencial, like its predecessors, provides senior corporate executives, entrepreneurs, families and institutions objective analysis and recommendations based on clients' particular financial needs and goals.

SG Private Wealth Advisors to market the world's largest yacht

From the start of the project in 2009, SG Private Wealth Advisors has overseen all elements of the design, construction, and commissioning process for Arianna, including the facilitation of a $13,500,000 USD yacht construction loan.

Wealth and Asset Management