Managers of Wealth Americas

UBS Poised to Swoop on Brazilian Asset Manager?

The move would represent a quantum leap for UBS in Brazil, which remains the largest Latin American market for wealth and asset management.

Sallie Krawcheck Leads Ellevest To A Landmark $1 Billion In Assets Under Management

“What I'm particularly proud of is that it happened during a pandemic."

A leadership agenda to take on tomorrow

24th Annual Global CEO Survey - US findings

Focus Financial Partners, Hinduja Family Launch MFO

With a Global Presence, Beryllus Capital Will Serve as a Strategic Advisor to Some of the World's Most Prominent Families

A Detour Does Not a Journey End

Bond market jitters on inflation fears may be just what the equity bull market needs to resume climbing the wall of worry supported by improved fundamentals.

Women more likely to have investment roles at family offices than at asset managers

The research also specifically looked at gender diversity within the Middle East family office sector. It found perceptions of women offering advice on wealth and investing are changing rapidly in the region.

The Wealth Mosaic releases its first US Wealth Technology Landscape Report

Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States

Report for Morgan Stanley at Work Shows Women Significantly Lag Men in Equity Compensation at Private Companies

Firm’s Transparency 2021: Addressing Gaps in Equity Compensation report highlights how private companies can use equity compensation to create equity parity and opportunity among their workforce

JPMorgan to Buy $410 Million Stake in Chinese Bank’s Wealth Business

The agreement marks the first time a Chinese bank has opened up its wealth-management subsidiary to a foreign strategic investor

Sanctuary Wealth Welcomes Cedar Gap Wealth Management to Its Roster of Independent Partners

Sanctuary continues to grow presence in Texas with the addition of Abilene-based firm

WealthSource Acquires RIA

Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally

International Americans: the benefits of "offshoring"

Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.

RBC Reshapes Markets Unit Into Three Cross-Product Groups

Business will be divided into sales, macro and digital groups

Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'

News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.

Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami

As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.

“Smart Alpha” – a new way to tap into active investment strategies

A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.

Global equities hit a speed bump by Nikko AM

The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK

Annual pro bono volunteer program has delivered more than 108,800 service hours valued at over $16.6 million to 142 nonprofits since 2009

ThinkMarkets Named Best CFD Provider at the City of London Wealth Management Awards

COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.

Wealth and Asset Management