Managers of Wealth Americas

How To Communicate Your Value To Clients

Clients only focused on their investment performance. This singular criteria, which is sometimes out of your control, can lead to complications that hinder your success.

North America sees sharp drop in ultra-high-net-worth individuals

Global population of those with a net worth of US$30m or more had decreased for the first time since 2018

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors' Increasing Portfolio Complexity

Scotia Wealth Management recognized with industry leading awards from Global Finance and PWM/The Banker Global Private Banking Awards

These prestigious awards honour private banks and wealth management firms that operate globally and are evaluated on detailed performance-based indicators.

UBS Advisor Jonathan Beukelman Named to the Forbes/SHOOK Top 250 Wealth Advisors List

This is the seventh consecutive year that Jonathan has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list, and in the past has also been named to the Barron’s Top 1,200 Financial Advisors list among others.

Brookfield Has $125 Billion to Invest as CEO Sees Recession

Brookfield has launched fundraising for an opportunistic credit fund that it expects to be more than $16 billion, according to a letter to shareholders from Chief Executive Officer Bruce Flatt on Thursday.

Miami represents huge opportunity for our US business – Johan van Niekerk

Stonehage Fleming brings decades of experience in working with ultra-high net worth families with complex intergenerational and cross-jurisdictional needs.

Goldman Sachs Asset Management Partners With Kyriba

The new arrangement will create an end-to-end workflow for investing in money market funds, introducing on-demand connectivity to third-party banking and fintech services.

Manulife core profit hit by declines in wealth & asset management unit

A soaring inflation has ravaged the Canadian economy which despite slowing to 6.9% from a peak of 8.1% remains way above the 2% target.

Seventy2 Capital Wealth Management named in 2022 Forbes Top Wealth Management Teams

The Forbes Top Wealth Management Teams list considers several criteria, including service models, investing process, team construct, skill sets, revenue trends, assets under management, and compliance records.

Morningstar Introduces Industry's First Global Unicorn Index Series

Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more.

Wells Fargo Draws $2.6B Advisor Team from UBS

Brothers Andrew Perry and Todd Perry and several colleagues joined Wells Fargo in New Jersey.

Multiple Richardson Wealth Advisors Named to Best in Province List

In partnership with SHOOK Research, this new list identifies the most effective and successful financial advisors in each province.

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners Firm sought partner to invest in and amplify growth trajectory

Additionally, the partnership deepens the investment in the future of WealthPartners’ leadership development while supporting recruitment and training of new talent to serve clients and aid growth.

Wealth and Asset Management