Managers of Wealth Americas

Macquarie, KKR face off for Westpac business unit

The two companies are reportedly set to bid for the big bank's wealth management business

Wealth Solutions Report Launches WSR Pathfinder Awards with Announcement of Top Black Leaders in Wealth Management Category

Honors Industry Leaders from Onyx Advisor Network, Atria Wealth Solutions and Stifel Independent Advisors

Banks go all in on wealth management, but can they all succeed?

The team helps affluent individuals and families choose neighborhoods, schools and doctors.

Does your wealth advisor have too many clients?

Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.

Julius Baer sells 50% stake in major Mexican wealth manager

After a strategic review, the Swiss group concluded the wealth manager will grow and develop better under a different structure.

Spearhead Launches Spearhead Administrative Services, LLC

This is a win-win for Spearhead, the RIAs and asset managers we partner with, as well as the broader private placement insurance community.

BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives

The research paper examines how growing differences across generations

Stratos Wealth Partners boosts holdings in BWM Financial

In September 2020, Investment banker Peter Nesvold’s new merchant bank picked a minority stake in Stratos Wealth Holdings.

95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List

The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.

Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies

The combined firm will operate under the Cerity Partners name.

Baird’s Gervais named to Forbes’ 2022 Top Women Wealth Advisors List

Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $255 billion.

Schwab launches digital financial planning action centre

The Financial Planning Action Center is available as of February 23rd, 2022.

Family Offices See Next Leaders Ceding Profit in Succession Rift

Most family offices had trouble getting qualified executives

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent

Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion

Why Personalized Advice at Scale is the Next Evolution of Wealth Management

All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.

Family offices should consider multiplying their giving with impact investing

Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue

Meet The World’s Most Powerful Banker: Jamie Dimon, CEO Of JPMorgan Chase

Despite the above constraints, J.P. Morgan Chase has a significant competitive advantage.

Northern Trust’s 2022 Wealth Planning Symposium to Focus on Bold Ideas for Redefining Wealth

Virtual event will feature author Adam Grant, convene experts on the future of wealth

Goldman Creates Family Office for Its Executives

The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.

BlackCloak Named a Finalist by the Family Wealth Report Awards for Best Cybersecurity

Recognition comes as family offices and wealth managers are increasingly being relied upon by their clients to help reduce the skyrocketing risks from modern cyber attacks, financial fraud, and personal privacy exploitation

Wealth and Asset Management