Managers of Wealth Americas

BTG Pactual reports record quarter ever for revenues and net income

With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y

How long will the US dollar’s strength continue?

The fear among investors is that QT comes too late, leaving the Fed with no choice but to raise rates so quickly that there is no time to observe the economic impact of each hike, with the risk that the economy falls into recession.

EP Wealth Adds $349M RIA Firm in Utah

The latest acquisition is St. George, Utah-based Vantage Advisors.

BofA's Ultra Wealthy Clients Soar

The number of new clients with $10 million or more in assets added in 2021 was up 40% over 2020 and 49% over 2019, Barron's reports.

Wealthy Americans are buying second passports as a 'plan B' for their families

The top programs grant citizenship to foreigners who invest millions of dollars in the country.

Raymond James Adds $580M Team From Wells Fargo

The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa.

UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios

Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation

Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.

The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.

Can Fund Managers’ Fee Cuts Win Back Clients?

Active and passive managers brought in one-third of the amount of money in the first quarter of 2022 as they did a year earlier. Blame volatility and competition from alternatives.

Key Family Wealth Recognized for 'Best Family Office Solution' at the 2022 family wealth report awards

This distinction recognizes Key Family Wealth's deep industry expertise and its ability to deliver impactful tax advantaged solutions to the largest and most complex families across the country.

Citi Speeds Push to Add 700 Private Bankers With Europe Outposts

Citigroup will increase headcount at both offices in coming months.

BMO Wealth Management Appoints Leaders for BMO Private Wealth Canada

Meghan Meger and Geoff Newton appointed Co-Heads of BMO Private Wealth Canada

UBS Advisors Named to Barron’s Top 1,200 Financial Advisors List

The Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation's most productive advisors.

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

Most portfolios can have a place for investments with both active and passive management

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

New trust company leverages the benefits of America’s most progressive tax laws for clients

Truxton Trust Announces New Role for Founding Leader of Wealth Management

Truxton Trust recently named Drew Mallory as Chief Fiduciary Officer and appointed three new Managing Directors within the Wealth Management business.

Broadridge Wins Innovation in Governance and Proxy Voting Award

Recognised as leaders in advancing corporate governance through proxy voting and disclosure services

Ultra-Rich Investors Flock to Bank of America’s Wealth Management Businesses

“It’s not just a Florida story or just a Silicon Valley story, it’s growth in the business around the U.S. reflecting broad trends in the ultra-high-net-worth market.”

Focus partner buys $740m Arizona RIA

This transaction is another example of how we add value to our partners,’ stated Focus chief executive Rudy Adolf.

Cerity Partners welcomes permit capital advisors

Cerity Partners delivers a full suite of wealth management solutions to serve the complex financial lives of its clientele.

Wealth and Asset Management