Managers of Wealth Americas

CI Global Asset Management Capping MERs on its Cryptocurrency ETFs, BTCX and ETHX, at 0.95%

Introduces the lowest published MER caps of any bitcoin or Ether ETF globally

Natixis Investment Managers Launches Mirova US Climate Ambition SMA

Managed by Mirova, a global leader in impact investing and part of the Net Zero Asset Management initiative

Hamilton Lane Expands Impact Investing Platform with Launch of New Fund

Fund II will target investment opportunities with measurable environmental and social impact

First National Bank Named One of the World's Best Banks by Forbes

The World's Best Banks distinction adds to the extensive third-party recognition FNB has earned for its differentiated culture, which focuses on doing the right thing for the businesses, customers and communities the Company serves.

UBS Buys Remaining 40% Stake in Brazilian Family Office Consenso

Bank is mulling offering brokerage services to individuals

North America and Asia Dominate 2020 Wealth Growth

Total VHNW wealth mirrored population growth, rising by 1.2 percent to $26.8 trillion.

BTG Pactual incorporates ESG investment certification

In short, it is suitable for industry professionals looking to improve their understanding of ESG issues in functions such as sales and distribution, wealth management, product development, financial advisory, consulting, and risk.

Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains

Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.

Family Offices Targeting 800% Returns With SPAC Economics

The SPAC boom has attracted financiers, former politicians, athletes and celebrities willing to use their fame to attract retail and institutional investment.

Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC

The firm also offers a built-in succession plan solution so that financial professionals have peace-of-mind in the event of an unforeseen exit or retirement from the business.

IG Wealth Management Enhances Client Diversification with New iProfile Private Investment Mandate

The iProfile Private Portfolios are managed solutions that provide individuals with the same institutional wealth management and diversification opportunities as large pools of capital, such as pension funds.

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

First Republic Reports First Quarter 2021 Results

Revenues Increased 24% Year-Over-Year Tangible Book Value Per Share Increased 14.5% Year-Over-Year 10% Quarterly Dividend Increase Marks 10th Consecutive Year of Dividend Increases

Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company

Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)

Citigroup profit triples on reserve release, to exit some consumer unit

Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.

A Focus on Intergenerational Leadership in Family Offices

With the coronavirus pandemic accelerating digital transformation in every home and Family Office

Canaccord Prepared to Raise Offer for RF Capital, CEO Says

The current proposal values RF at C$367 million ($292 million).

Goldman Sachs profit soars on global deals frenzy, trading boom

Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.

Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios

For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat

Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors

The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.

Wealth and Asset Management