Managers of Wealth Americas

The rich may not be so different after all

Why Hedge Funds Are Going Mainstream

H&R Block Tax Mogul to Leave Fortune to Family Foundation

Mr. Bloch, who tied for 39th on last year’s Philanthropy 50 list of the nation’s top donors, said the dollar amount of contributions to the foundation would remain private for now but that it would ultimately rank among the region’s larg

Wealth management industry not sufficiently in tune with the needs of young investors - research

More than 1,000 US investors surveyed reveal convenience and online tools are key reasons for Gen-Xers and Gen-Yers to shift assets between financial institutions

EFG International to sell Canadian subsidiary

EFG acquired the Wealth Management Group of Companies in 2007

Mora Wealth Management raises Miami profile in new office

Butnaru, chief executive of Mora Wealth Management USA, joined the company last August, prior to opening the Miami office in October.

Switzerland's largest bank UBS posts 58 percent second-quarter net profit drop

In challenging conditions marked by increased volatility and greater client caution, UBS continued to execute its strategy and to deliver on its enduring commitment to clients, achieving pre-tax profit of CHF 951 million.

World’s Richest Gain $15.2 Billion as Global Markets Rise

The richest people on the planet added $15.2 billion to their collective net worth this week as global markets rose on speculation that Europe will move to ease borrowing costs in Italy and Spain.

The Flaws in an Advisor Listing for the Superrich

The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.

Wells Fargo Advisors expanding in St. Louis

The company, the nation's third-largest retail brokerage firm, made the announcement on Friday.

Specter of higher US taxes may not spur family-business deals

Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.

Saverin helps boost Singapore's wealth‎

Saverin renounced his U.S. citizenship and officially became a resident of Singapore. He made the decision to do so last September, and the news came out when an Internal Revenue Service list was published April 30, causing much consternation, as it was r

Benefits of social media to the wealth management industry

There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.

Hawke's Bay's wealthiest in rich list

American investor Julian Robertson, who owns The Farm at Cape Kidnappers, is a new addition (fourth), with an estimated wealth of $3billion.

65pc hike in Americans seeking financial advice

From 1st January 2013, under FATCA, the United States will require all of its citizens to report their worldwide earnings to the Internal Revenue Service, regardless of where they live, how long they have lived there, or whether any money is owed.

Bryn Mawr Bank Corporation Reports Second Quarter Net Income Increase of 9.5%

The acquisition increased the Wealth Management Division's assets under management by approximately $1.0 billion.

Wealth Management Outsourcing: A Global Market Perspective

All of these have brought technology centre stage in managing financial institutions.

Raymond James reports solid third quarter results

This represents an 8 percent increase over the prior year quarter's diluted earnings per share and is flat with this year's second quarter on a non-GAAP basis.

Will wealth managers nimbly respond to changing needs of high-net-worth investors?

Wealth management, an industry long accustomed to steady growth and healthy profits, is now facing significant headwinds — and opportunities.

Wealth Management Buoys Ameriprise’s Q2 Earnings

Pretax operating margins within the wealth management division increased 11.6% compared to 11.3% a year ago due to cost-cutting that “helped to offset the impact from low interest rates.”

Raymond James 3Q Net Up 63% on Double-Digit Revenue Growth

The investment-banking and wealth-management company had seen its profits decline in recent quarters as market volatility challenged its revenue growth.

Wealth and Asset Management