Managers of Wealth Americas

Adding the personal touch to wealth management

Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent

Apollon Financial Launches to Provide Personalized Wealth Management Solutions

Managing Director of Apollon Financial, Brad Schaffnit, has spent two decades in financial services helping individuals, families and businesses manage their financial futures

Unicorn Strategic Partners and iCapital® Partner to Provide LATAM Wealth Managers With Access to Institutional-Quality Alternative Investment Opportunities

iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region

Envestnet and FNZ team up

The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.

How one international advisor found her home in the wealth space

Investment counsellor explains how growing up in two countries has shaped her career

Arete Wealth Named One of Four RIAs to Watch by Trade Publication AdvisorHub

Arete Wealth's 'Ground-Breaking Offerings' in Alternative Investments 'Super-Charge Growth' and 'Distinguish it from Competitors'

Asset managers stick to their guns on ESG

Political pressure has not deterred firms from pursuing sustainable investing

Royal Bank of Canada plans push into UK commercial banking segment

RBC is claimed to be the largest bank in Canada in terms of market value.

Looking for Yield? UBS’s Wealthy Clients Turn to Cash

While they’re not withdrawing completely from markets, the volatility has increased uncertainty.

Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Named 2022 Five Star Wealth Manager San Francisco/Bay Area-Based Wealth Management Firm

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.

Valorous Advisors Chooses Partnered Independence With Sanctuary Wealth

Latest partners are 27th breakaway from Merrill Lynch and 12th Texas team

Denver business journal names Creston Capital a 2022 fast 50 company

From 2019 to 2021, Crestone saw significant growth in revenue, full time staff, and clients.

Signs of Slowing at UBS

Rising interest rates and the continued weakness of financial markets will have shaped the course of business at UBS in the third quarter.

Wealth Managers Reluctant to Invest in Crypto

The survey, which polled 125 wealth managers worldwide, found that just 8% of participants indicated having invested in crypto for their customers.

Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships

They will also allow RAM to extend the reach of its active equity and fixed income as well as alternatives strategies across fundamental, systematic, and thematic approaches.

Wealth and Asset Management