Managers of Wealth Americas

First Midwest Bank Forms Wealth Management Division

First Midwest Bank has announced that it has formed a new Wealth Management Division as part of the bank's strategic organizational realignment.

80pc of wealth firms to invest in operational infrastructure in 2013

Wealth Managers View Creating Efficiencies a Vital Part of Operational Philosophy

US wealth management firm to go private

The proposed transaction is expected to close in the third quarter of 2012.

U.S. Senate Rejects Obama’s Wealth Tax Proposal

The U.S. Senate has blocked President Barack Obama’s proposal to raise tax rate on those who earn more than $1 million a year.

Estate of the art

According to the Mei Moses World All Art index, investment grade art grew in value by 10.2 per cent in 2011, outperforming both the S&P 500 and the FTSE All Share total return indexes.

Wealth Management Veterans Launch Snowden Capital Advisors

Former Merrill Lynch Wealth Management Leaders Launch Hybrid RIA Firm to Provide Client-Focused Advice and Investment Solutions

Despite Efforts, Wirehouses Losing HNW Clients

In recent years, the wirehouses have made a concerted effort to court the HNW market.

Ex-Merrill veterans open independent brokerage firm

Two former Merrill Lynch veterans on Thursday announced that they opened an independent, adviser-owned brokerage firm, saying they hope it will attract top talent from the biggest U.S. brokerages and grow to be global in scale.

Wall Street banks TRIPLE their bonuses in bidding war over top brokers

The brokerage arms of banks such as Morgan Stanley, UBS AG, Wells Fargo & Co. and Bank of America are offering high-end U.S. brokers two to three times the commissions and fees they produced in the previous year, up from about one times those earning

Dynasty Partners, Method Holdings Deal Targets CPA Wealth Management Market

In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.

Industry Leader in Wealth Management Opens California Office

The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes

What high net worth investors are doing right now

This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.

CertusBank launches new wealth platform

Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.

Halbert Wealth Management Announces Addition of Yacktman Capital Group

Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.

Fidelity Launches Family Office Networking Service

The new service will give family offices access to research reports and peer networking, according to Fidelity.

Brown Advisory targets D.C. area for growth

Brown Advisory, one of Baltimore’s largest money management firms, is looking at the Washington area to help drive its growth.

JPMorgan Investment Bank Chief Widens Pay Lead on Rival

The 55-year-old executives, who received almost the same amount for 2010, saw their pay diverge as the firms navigated turmoil created by the European debt crisis.

Family Investment Funds Go Hunting for Wall St. Expertise

Family offices have quietly handled the financial affairs of the nation’s wealthiest households for generations, privately playing the role of money manager and life planner to the likes of the Rockefellers and the Mellons.

Heirs to Old Money Plunge Into Tech

The old money crowd has found the new, new thing.

“What Asset-Liability Strategy for Sovereign Wealth Funds?” - EDHEC Research

The survey presents the results of the Deutsche Bank research chair’s foundation paper – a dynamic asset-liability management (ALM) model developed to guide asset allocation and risk management decisions at the SWF level, and describes the res

Wealth and Asset Management