Managers of Wealth Americas

Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida

Financial employees join migration to the Sunshine State

Focus Financial Partners Announced that Matheys Lane Capital Management Will Join Partner Firm SCS Financial, Expanding SCS's Presence in the Ultra-High Net Worth Market

Gaining access to SCS's infrastructure, resources and deep bench of talent will enhance Matheys Lane's current service offerings and promote continuity for its clients.

Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List

“Their team continues to make a profound impact on their clients’ lives, and being named to this list for the third year in a row is reflective of their outstanding work.”

Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard

Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.

Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.

Banks carve out gains from wealth management, mortgages even as some sectors languish

“There is an element to it that is related to the frenzy that everybody saw,” said Gagnon on Wednesday.

Succession planning trends for LatAm (U)HNW individuals and families

Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.

Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm

Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.

HSBC wealth management revenues fall

The firm added that it would invest close to $6bn in its wealth management and international wholesale banking businesses over the next five years, with most of the investment directed toward Asia.

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”

Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.

Global UHNWI population to grow by 27% over the next five years: Knight Frank

The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).

Asset servicers survey

Navigating through the storm

Royal Bank of Canada Reports First Quarter 2021 Results

Record earnings in Capital Markets as well as positive earnings growth in Personal & Commercial Banking, Wealth Management and Insurance were partly offset by lower results in Investor & Treasury Services.

How Much Money Is Needed To Hire The Best Wealth Management?

The first thing to realize is that it is impossible to manage wealth effectively without a management system.

11 UBS Advisors in San Diego named to the Forbes/SHOOK Best-in-State Wealth Advisors list

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets.

Citi is considering divesting some foreign consumer units

The company is weighing divesting certain units across retail banking in the Asia-Pacific region, including those in South Korea, Thailand, the Philippines and Australia, according to people familiar with the matter.

Northern Trust Expands Foreign Exchange Currency Management Services Footprint with Key New Mandates

Clients Focus on Managing FX Exposures Through Advanced Currency Hedging Solutions

CIBC Private Wealth, US, Wins Private Asset Management’s “Best Private Wealth Manager Over $5bn – Performance” Award for 2nd Consecutive Year

This is the 11th investment-related PAM award that CIBC Private Wealth has received for the firm’s investment platform over the past 10 years

TAG Associates Wins PAM Award for Investment Due Diligence

The awards were presented by PAM at a virtual awards presentation Feb. 10.

Boston Private Named Industry’s Best for Client Service by Private Asset Management

Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.

Wealth and Asset Management