Managers of Wealth Americas

Droit gets UBS backing for expansion into wealth management

“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”

Morgan Stanley Announces a Successful Year of “The Equity Collective” a Diversity-Driven Collaboration Between 27 Wealth and Asset Management Firms

Over the course of 2022, the Equity Collective supported the rewrite of Boys & Girls Clubs of America’s CareerLaunch curriculum.

FNZ launches transformative benefits package to drive diversity and support employees globally

FNZ has experienced exponential growth since its establishment in 2003.

Asset and Wealth Management Will Unlock the Most Value for Goldman Sachs. Here's How

This is why lots of large Wall Street banks are turning to AWM.

Working With The Ultra-High-Net-Worth

These services can range from tax planning and preparation to compensation and benefits reviews, in addition to estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education.

Why The Wealthy Already Working With Advisors Is Your Competitive Advantage

Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.

Former top Credit Suisse shareholder Harris Associates sells out of bank

CIO David Herro questions ‘future of franchise’ after years of scandal and client exodus as shares hit new low

David Esfandi: You never stop learning

CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive

UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

Since joining UBS in 1999, they have consistently earned industry recognition for their extensive wealth management experience and deep commitment to providing high-net-worth clients with customized, comprehensive financial solutions.

Lazard Asset Management Acquires Truvvo Partners, Creating Lazard Family Office Partners

As a result of Truvvo joining LAM, the firm’s global wealth management AUM, including assets managed across the firm’s European wealth management business, will total approximately $22 billion.

Inflation and more Inflation

The report again confounded market expectations that inflation was on a downward trajectory.

Maher Wealth Management Launches With Support of LPL Strategic Wealth Services

Looking to keep his clients’ best interest at the forefront of everything he does, Maher decided it was time to break away from the wirehouse environment and build an independent practice with the support of LPL Strategic Wealth Services.

AssetCo and Westwood establish US footprint

This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This select group of UBS advisors participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances.

Focus Financial Partners to be Acquired by Clayton, Dubilier & Rice

The proposed transaction delivers substantial value to Focus' stockholders

Sanctuary Wealth Expands Advisor Toolbox by Partnering With Pontera

Partnership enables Sanctuary's network of advisors to manage 401(k), 403(b), and other held away retirement assets

Goldman CEO says asset management is the new growth engine, will learn from bungled consumer effort

Goldman Sachs CEO David Solomon said asset management and wealth management would be the growth engine for the bank after his efforts in consumer banking went awry.

Integrated Partners Adds $2.25B RIA Laurel Wealth

Laurel was "looking to grow; they're planning-focused.

Bernstein Private Wealth Management Opens Stamford Office

Bernstein has been operating in the Connecticut and Westchester markets and building a significant network of client relationships for decades

Core Principles Of Accounting Firm Elite Wealth Management Practices

The goal of an accounting firm’s elite wealth management practice is not to generate more revenues for the firm.