Managers of Wealth Americas

UBS Advisor named to the Working Mother/SHOOK Research Top Wealth Advisor Moms List

Kalyn joined UBS in 2014 and has more than a decade of experience in the financial services industry.

Sequoia Financial Group to acquire NCA Financial Planners

When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.

State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite

As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship

Sanctuary Wealth Welcomes Famiglia Wealth to Network

First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021

JTC completes SALI acquisition

This latest acquisition advances JTC’s strategic objective to strengthen its presence in the US and makes the country JTC’s second largest jurisdiction by revenue.

Miracle Mile Advisors Merger to Bolster LA Firm’s East Coast Presence

Castle Asset, headed by owner John Caffrey, concentrates on financial, tax and estate planning.

CI Financial Reports Record Financial Results for the Third Quarter of 2021

These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.

Morgan Stanley Wins 2021 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year

The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.

BofA Wants More FAs, Private Bankers in Los Angeles: CEO

Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.

LO withdraws from Uruguay, shutters Montevideo office

Lombard Odier is closing its wealth management business in Uruguay four years after opening its office in Montevideo.

CI Financial buys $7.5bn Chicago RIA

Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence

Citi’s Action for Racial Equity Initiative Invests $1 Billion to Address the Racial Wealth Gap in the U.S.

Year One Results Outpace Plan to Deliver on the Three-Year Commitment

JP Morgan PB launches new tool for impact investing asset allocators

The wealth manager said its new Impact Assessment and Contribution Tool (IMPACT) will provide an analytical foundation for manager selection in impact investing.

Berkshire Hathaway net earnings down by two-thirds

Earnings of Berkshire Hathaway Inc. and its consolidated subsidiaries for the third quarter and first nine months of 2021 and 2020 are summarized below.

HSBC Asset Management Announces Changes to Its Mutual Fund Series

Both series will be available starting December 6, 2021 to Order Execution Only dealers, and any other dealers that do not make a suitability determination, to make available to their clients.

Northern Trust Named Best Private Bank in U.S.

Also Named Best Private Bank for Family Offices in U.S.

Purpose Advisor Solutions Partners With Westmount Wealth Management Inc.

Westmount Wealth Management Inc. selects Purpose Advisor Solutions’ platform to launch independent Investment Counsel business

First Internet Bancorp to acquire First Century Bancorp

The transaction is expected to be 21% accretive to 2023 earnings per share and 7% dilutive to tangible book value per share, with a tangible book value earnback period of approximately 3 years.

Zoe Financial partners with wealth management firm

Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.

Creative Planning Passes $100 Billion in AUM

The Kansas City Based RIA serves clients in 50 States and 65 Countries

Wealth and Asset Management