Managers of Wealth Americas

Wealth-X Announces the Definitive Billionaire List Over 2,400 Individuals

Tops Forbes Global Count Billionaire Count by Double

Seamark gets former key players back with LeeSide acquisition ‎

SEAMARK is the institutional and high net worth operating subsidiary of Matrix Asset Management Inc., a diversified Canadian asset management company.

S&T Bank bolsters wealth management group

Ambrose is a Certified Financial Planner(TM) and holds an MBA from Bowling Green State University and a Bachelor of Arts in economics from the University of Pittsburgh.

Billion dollar Merrill Lynch private banking team joins the HighTower partnership

The team manages more than $1.4 billion for approximately 50 clients, including families, foundations, endowments, unions and pension plans and joins HighTower from the Merrill Lynch Private Banking and Investment Group in New York.

Ken Fisher keeps expanding his $42 billion RIA empire despite UHNW head winds

In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.

Maxim Group LLC Establishes New Florida Branch

Prior to joining Maxim Group, Mr. Moquist was at Noble Financial Capital Markets for 13 years and served as Director of Institutional Sales since 2003.

Private banks chase Asia’s ultra rich

Bay Area banks are rolling out the red carpet for Asian money coming to the United States.

HongKong to Host Road Show Events to Showcase China's Global Financial Centre

The keynote speaker for the New York conference will be Professor K C Chan, Secretary for Financial Services and the Treasury of the Hong Kong Government.

Have We Turned the Confidence Corner? Millionaires Think So

The SMICI, which measures monthly the confidence level of financial decision-makers in households that have $500,000 or more in investable assets, rose 6 points in February to a positive 4, which Spectrem said was its highest level since May 2011.

RBC raises dividend as profit tops estimates‎

Royal Bank of Canada's quarterly earnings fell 6 percent as a drop in capital markets profit overshadowed strong retail lending, but the company also announced a surprise dividend increase.

The Most Philanthropic Companies On Wall Street

Although major banking corporation Goldman Sachs has come under increasing fire for slashing its philanthropic donations significantly in 2011, it should be remembered that the firm has stood as one of the leading lights in charitable giving over recent y

Wells Fargo To Expand Wealth Management, Insurance Operations Report

He said that of the assets being purchased from European banks, they consist almost entirely of U.S. loans, the FT reported.

Aspiriant bags top industry accolade

Aspiriant was recognized as the top private wealth management firm, among those with more than $5 billion in assets under management, for unparalleled service to high-net worth clients and an innovative holistic approach to wealth management.

BNY Mellon earned top rankings

BNY Mellon Scores Firsts for Research, Hedge Funds and Asian Support in Global Investor Magazine's 2012 Foreign Exchange Service Provider Rankings

Management Buyout For Wells Fargo Hedge Fund

Wells Fargo will keep a minority stake in the $2.2 billion hedge fund, set up two years ago to house a proprietary trading group.

Deutsche In Talks With Major US Family Office Firm Over Bank's Asset Business

Deutsche Bank is entering exclusive talks with U.S. money manager Guggenheim Partners to sell the German lender’s asset-management divisions, said two people with knowledge of the matter.

Expats Lobby For Tax on Residence, Not Worldwide Income

In fact, dual citizens of the U.S. and Canada seem positively outraged. See Oh Canada! Hating FBARs And FATCA.

White Oaks Wealth Designated as Premier Advisor

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.

Redrock Wealth launches fixed fee investment advisor service

The Portfolio Architect services range from a “fresh start” risk profiling and asset allocation analysis, to a complete investment portfolio review and fiduciary analytical service. Core services incorporate specific no-load mutual fund and ET

Asset management firm loses largest customer

She would not comment on the reason for Manulife’s decision. Nor would she reveal the precise financial impact losing the client has on the 30-year-old firm that handles Matrix’s institutional and high-yield client base.

Wealth and Asset Management