Managers of Wealth Americas

2022 Wealth Planning Outlook: 'Wealth, Redefined'

Annual report explores five societal changes and offers corresponding wealth planning strategies

Canaccord expanding U.S. capital markets biz with Sawaya buy

Canaccord’s U.S. capital markets business has been expanding since 2019 and is a “growing” revenue contributor

LPL Financial Welcomes Sterling Wealth Group

“It is with great pride that we welcome Bob and Mike Madden of Sterling Wealth Group to JFC Advisor Network and LPL,” said Jack Connealy, founder of JFC Advisor Network. “

AssuredPartners Announces Acquisition of Medallion Wealth Management, Inc.

The firm currently reports $3 million in annualized revenues.

Scotia Wealth Management recognized as best private bank in Canada

This year's two awards follow country-specific wins in the Bahamas and Peru for Scotia Wealth Management in 2021.

BMO Financial Group accelerates North American growth with strategic acquisition

Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion

Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management

Destiny Wealth Partners Launches Private Trust Capabilities and Services

"Destiny Private Trust" Built on the Nation's Largest Advisor-Owned, Independent Trust Platform

Destiny Wealth Partners Launches Private Trust Capabilities and Services

Developing and maintaining close, multigenerational relationships with our clients and their families, and helping to strengthen their wealth transfer strategies, is a deeply personal process that is foundational in our firm.

Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients

Vontobel will combine SFA and VSWA, its existing business serving North American Wealth Management clients.

JTC Further Bolsters US Platform with Acquisition

EFS offers a broad range of services in the alternative assets space, including accounting, reporting and administrative services to investment partnerships and their investment managers.

Perigon Wealth Management Announces Merger

Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A

Santander Private Bank trio exits to launch LatAm-focused wealth shop

‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.

Vontobel to Open New Miami Office in U.S. Wealth Push

In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.

Dynamic Partners with Eight New Wealth Advisors in 2021

Professional Services Provider Expands Network, Serving Nearly $3.5 Billion of Client Assets

Worldsource Wealth Management to bring Conquest Planning’s intuitive financial planning platform to advisors

Worldsource will offer platform as an enterprise-wide solution to entire Wealth Management segment

Apex Group appointed by leading Latin America asset manager

Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r

CI Financial Reports Record Total Assets of $338.1 Billion for November 2021

All financial amounts in Canadian dollars unless stated otherwise.

The Need to Modernize in Trust

Making the case for a transformed business model.

Apex Group provides fund services to RailField Partners

Apex’s fund administration services are the foundation of its single-source solution.

Wealth and Asset Management