Managers of Wealth Americas

Are team-based advisory practices better positioned for growth?

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Private banks professionalise philanthropy services

Private banks are increasingly seeing philanthropy as a way to encourage deeper engagement with wealthy family investors, particularly when dealing with the hard-to-please ‘next generation’ of clients.

Mastering wealth management: the quantitative modelling advantage

Wealth managers, advisors and investors alike need the right tools if they are to successfully sift through, analyse and interpret volumes of data

Countiss Wealth Management launches to serve the multi-generational planning needs of families and business owners

By creating their own independent financial advising practice, Dan Countiss and Olivia Countiss can now work together as a team

Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards

Firm’s home-grown “Rise to Elite” program helps Financial Professionals grow their practice

Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research

Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market

Heather Krause named to the Forbes Top Women Wealth Advisors Best-In-State list

This is the second year in a row that she has been named to this list.

Emerging markets are losing their attraction for family offices

Underperformance, geopolitical risk and foreign exchange volatility sends investors seeking US large-cap stocks

Wealth Enhancement Group Grows by Adding Starfox Financial Services, LLC, an Independent RIA with Over $254 Million in Client Assets

This partnership increases Wealth Enhancement Group's presence in the Lone Star State and brings the firm's total client assets to more than $85.3 billion.

Citi’s Ivan Moiseeff joins $4.5 billion Miami shop

The top executive from Citi has joined Azura Partners as a partner in its Miami office, effective immediately Citywire Americas has learned.

Survey details 'stark differences' between younger and older wealthy investors

Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.

BlackRock to Acquire Preqin, Leading Private Markets Data Solutions Provider

Strategic expansion of Aladdin tech business into fast-growing private markets data segment, unlocking additional $8 billion total addressable market

HNW spending heralds a return to the Roaring 20s

Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports

The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes

The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.

Principal Puts Chile at the Heart of Its Wealth Management Strategy in Latam

This unit, explains Silva, is part of Principal AGF, which encompasses the asset management business in the Andean country.

State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing

First-movers in asset management seek to serve the digital asset marketplace end-to-end.

Wealth and Asset Management