Managers of Wealth Americas

Diagonal Investment Office Launches With Sanctuary Global

The Miami-based team led by Rodolfo Rake and Santiago Rey is focused on serving Latin American clients at home and abroad.

UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list

The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to make the inaugural list.

Dream On

The markets prefer to ignore the economic data that shows the global economy is in a significant downshift in growth and facing prolonged high-interest rates.

SS&C Acquires Complete Financial Ops, Inc.

The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.

World’s Best Private Banks 2023

Global Finance rates the best high-touch banks in these low-touch times.

Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners

First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

J.P. Morgan Wealth Plan is available for free to all Chase customers and allows them to plan, save and invest in one place

David Bonderman’s Family Office Is Opening Up to World’s Rich

Wildcat Capital is looking to raise a fund of about $500 million with contributions from a small group of wealthy individuals and other family offices.

Wealth Enhancement Group Grows by Adding Ginsburg Financial Advisors

Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to Ten Offices

Pathstone to combine with Willow Street

Combined Organization to Oversee More than $75 Billion of Client Assets

Mercer Advisors Acquires Regis Management Company, LLC

Shared Mission Will Expand Mercer Advisors' Ultra-High Net Worth Offerings and Silicon Valley, San Francisco Presence

RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs

Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen

As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Acquisition expands Wealthspire’s presence in the West

Prospera financial services recruits Twin River wealth management

Pennsylvania-based Team Oversees Approximately $180 Million in Client Assets

BBH Announces Termination of Investor Services Transaction with State Street

BBH will continue to invest in the people, technologies, and market segments that make Investor Services a differentiated and valued offering for the world's most sophisticated institutional investors

As market turbulence hits profits, Canadian banks seek loan growth

Analysts and investors anticipate weaker quarter amid challenges to wealth management and investment banking businesses

Strategic Estate Planning for UHNW Individuals

Individuals with a net worth over $5 million are now more at risk than they have been in decades.

Safra New York Corporation To Acquire Delta National Bank and Trust

Delta provides private banking and wealth management services to high net-worth clients through its offices in New York and Miami.

Prospera Financial Services Recruits Twin River Wealth Management

Managing Director Thayer Potter Brings 34 Years of Experience Along with a Commitment to Helping Clients Build, Manage, Protect and Transition Their Wealth

Wealth and Asset Management