Managers of Wealth Americas

Wealth Management Team Joins First Republic

Rutledge and Custodio were each named Managing Director and Wealth Manager.

Citigroup to Hire 500 for New Wealth Division

The company is planning to add the staff over the next three years to support a new unit aimed at employees at private equity offices, consultancies and accounting firms.

CGS-CIMB Chooses SS&C to Power New Wealth Management Business

Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform

Getting Family Offices Ready for the Great Wealth Transfer

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard pressed to stay relevant.

Cryptoassets – how will family offices react to the crypto winter?

Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.

Diversifying Portfolios In Uncertain Times, Practical Investing In Sustainable Initiatives, And The Future Of Advisory Regulation

Meanwhile, more companies are waiting longer to go public as private equity is offering investment access to exciting innovations that are inaccessible through public market solutions.

Raymond James Loses Head Count From Steward but Retains Assets in RIA Unit

The brokerage’s head count dropped a slight 1%, primarily due to Steward Partners moving out of its b/d; the RIA continues to custody assets with Raymond James.

Fieldpoint Private Wins Three Global Private Banking Innovation Awards

Annual Awards Name Fieldpoint Private Best Boutique Private Bank globally.

Morningstar, Inc. Reports Second-Quarter 2022 Financial Results

While these investments have contributed to higher operating expenses in the near term, they position Morningstar for continued growth and the increased scale that we expect will drive long-term profitability.

Round Table Wealth Management Named One of the Best Places to Work in New Jersey

Leading business Journal, NJBIZ, celebrates companies that benefit the state's economy, workforce and business realm

Future Returns: How Goldman Private Wealth Clients Are Moving Toward Impact

That year, Goldman Sachs Asset Management bought Imprint Capital, a dedicated sustainable investing firm, and brought on its co-founders, John Goldstein and Taylor Jordan.

The Great Inflation Balancing Act

With inflation reaching record levels on both sides of the Atlantic, Coutts Head of Asset Allocation Lilian Chovin takes a deep dive into what it means for investors.

Instant impact: Ally Charitable Foundation invests in transformational grants for Black-led grassroots organizations

Additional $1.5 million investment in Detroit and Charlotte focuses on closing opportunity and wealth gaps

Northern Trust Releases Sustainability Report

Company commits to reach net-zero carbon by 2050

Bryan W. Adams Named a "Best CEO for Diversity" in Comparably's Top 100 Awards

CEO of Integrity awarded for his outstanding efforts to build and support a diverse workforce by Comparably, a widely respected company reputation platform

Atria Welcomes $252 Million Practice

Spokane, WA-based Forster Financial Joins Atria's Cadaret Grant

Crescent Pine Family Office Group is Latest Team Choosing Partnered Independence with Sanctuary Wealth

Joining from Fieldpoint Private, team manages $230 million in client assets and expands Sanctuary presence in NY Metro region

Northern Trust Survey: Asset Managers Take a Closer Look at New Ways of Operating to Create Efficiency and Control Costs

Global survey of 300 investment managers details how evolving operations models, changing investment strategies and emerging asset classes impact views on outsourcing

Fifth Third Private Bank Recognized as Best for High Net Worth Clients

The Global Private Banking Innovation Awards 2022 identify and celebrate the world’s preeminent Private Banks, Family Offices and Wealth Managers.

U.S. inflation hits 9% and Everything is fine right?

The US 10-year government bond yield fell 8 basis points, suggesting that the market believes the Fed is in control of inflation.

Wealth and Asset Management