Managers of Wealth Americas

Need for financial advice drives more secondary accounts to wealth management firms

J.D. Power's study suggests that many "competitive" providers may already be doing so.

Family offices: is the private equity party over?

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

New Partnership Enables Continued Strategic Expansion Merchant Investment Management to Exit After Five Years of Significant Growth

Goldman Sachs Doubles Down on Efforts to Attract Super-Rich

The report said that the bank’s revenue from private banking and lending to wealthy clients rose 12%

UBS Against Wall Street: The Race for Market Cap

The increase in value over the past few months means that UBS is now trading at a price-to-book ratio of 1.1. Morgan Stanley

DSJ Launches DSJ Wealth Management LLC, Providing Integrated Financial Planning Services

DSJ's strategy is centered on providing our clients with a comprehensive, well-coordinated and customized approach to managing their finances

Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI

Axiom Wealth Partners is led by Managing Directors and Private Advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp.

Rothschild is cutting bankers in the US

This year, sources say cuts there are likely to be more dramatic, particularly in the US, where we understand they have already begun.

UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes

Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.

Oxford wealth management group named to Forbes 2024 ‘best of’ list

This is the second consecutive year it has been named to the distinguished list, which recognizes teams from national, regional and independent firms.

Morgan Stanley Wealth Management says stocks won't be able to match last year's dazzling rally in 2024

“When investors have such high expectations, there is very little margin for error.”

Forget relationships, complex services are top of mind for HNW clients

Advisors say estate planning and tax planning are key areas of interest for such clients.

BlackRock's higher pay spending almost all down to severance

BlackRock announced 600 job cuts earlier this week.

Waverly Advisors Acquires StrategIQ Financial Group

$1.5 Billion RIA partnership marks Waverly’s largest acquisition

Northern Trust Asset Management plans hires for London push

The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.

For Fifth Consecutive Year, Fifth Third Private Bank Recognized as Best Private Bank

The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.

Hightower Completes Strategic Investment in Capital Management Group of New York

This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.

Raymond James CEO Paul Reilly’s Pay Nearly Doubles to $34.9 Million

The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.

Morgan Stanley Woos Ex-First Republic Broker, Loses to UBS in California

Zappas had produced $2 million in annual revenue from $500 million in client assets when he left UBS for First Republic, which was acquired by JPMorgan in May.

Impax to acquire fixed income assets and expand portfolio management team in agreement with Copenhagen-based Formuepleje

Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.

Wealth and Asset Management