Managers of Wealth Americas

Crestone swoops on disheartened Escala advisers

Among those who have decamped to Crestone over the past six weeks include plenty of big business writers, namely Paul Sealy, one of Escala’s founding partners.

Broadridge Launches New Cloud-based Reconciliation & Matching Solution - BRx Match

All-in-one solution solves reconciliations with business-user self-build to improve total cost of ownership and drive trade simplification

T. Rowe Price Group Reports Preliminary Month-End Assets Under Management for August 2023

Preliminary net outflows for August 2023 were $7.8 billion, including a redemption from a subadvisory client.

Bridgewater Associates leads in attracting high-net-worth Chinese investors

The firm's strategy and performance have evidently resonated with wealthy Chinese investors, contributing to its rapid growth in this segment.

UBS CEO committed to staying at the helm through 2026

The biggest bank merger since the global financial crisis was hastily arranged in March by the Swiss government to avert Credit Suisse's collapse.

Citigroup orders major management changes

Significant organisational adjustments are being made by Citi, which will fully integrate the bank's executive structure with its business objectives.

Black Maple Capital Management LP Shows Confidence in Focus Financial Partners Inc. with Strategic Investment

The acquisition of these shares reinforces Black Maple Capital Management LP’s commitment to prudent and promising investments.

Family offices shift focus to wealth management amid market volatility

Over half of the respondents, 51%, grew their exposure to fixed income over the past year due to rising interest rates.

Wealth management tech firm FusionIQ expands into Canada

FusionIQ has been eyeing the Canadian market for several years

Nomura Asset Management launches new Art. 8 US High Yield strategy

The Continuum fund is benchmarked to the ICE BofA US High Yield Constrained Index, which yields more than 8.5% as of late August.

Key Family Wealth awarded Best Client Initiative for a Family Office from Wealthmanagement.com

The award recognizes Key Family Wealth's family governance framework which has helped to better prepare family members to responsibly manage generational wealth.

Strategic visionary who sticks to his guns

Morgan Stanley’s CEO, InvestmentNews' 2023 Icon, has upset advisors at times with his policies but is revered for leading spectacular growth and his Smith Barney ‘master stroke.’

Two startups merge into $1.2 billion digital family office

Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.

Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group

Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability

Financial Planning announces honorees for the 2023 Rising Stars awards, celebrating the future leaders of wealth management

The annual list honors 10 exceptional individuals from organizations of various sizes and concentrations including ACE Advisors, Carson Group and Childfree Wealth.

Wealth and Asset Management