Managers of Wealth Americas

EFG readies AT1 with eye on capital enhancement

The AT1 is being launched in conjunction with an any-and-all tender offer for EFG's US$400m 5% Tier 2 notes, which mature in 2027 and are callable in April 2022.

PE-backed Mercer Advisors acquires Rowland Carmichael Advisors

Like Mercer Advisors, RCA is a multi-family office of financial experts who have acquired generations of knowledge and diverse skill sets to provide industry leading financial guidance for their clients.

Free advice on ESG to encourage clients towards socially responsible investments

In June last year, deVere revealed that 26% of clients around the world are eyeing exposure to or are now part of the ESG megatrend.

Westwood Holdings Group Selects Northern Trust as Outsourced Trading Partner

Our capabilities are a great fit for an investment manager

Campden Wealth and GDA Group Announce Strategic Partnership

This partnership between two organizations, once operating in different verticals, signals a new era of portfolio allocation and asset diversification.

Nicola Wealth Gains Benchstrength with Stallion Financial Onboard

Nicola Wealth brings on Vaughan firm to further grow presence in Ontario

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Covering note and multiplier tables for public service pensions in 2021.

Hightower Facilitates a Sub-Acquisition for Lexington Wealth Management

Lexington's addition of Marcus Financial Advisors, with $200 million in client assets, will bring Lexington's total assets under administration to $1.5 billion.

Beacon Pointe Advisors Announces Acquisition of CDA Group and Essex Asset Management

Gaining another state to its nationwide atlas, Beacon Pointe seals two additional deals in the same month

Mercer Advisors Acquires McGee Wealth Management, Inc.

Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest

CI Global Asset Management Announces Reinvested Distribution for CI First Asset Long Duration Fixed Income ETF

The Reinvested Distribution will not be paid in cash but will be reinvested and the resulting units immediately consolidated so that the number of units held by each investor will not change.

Proteus Adds Model Portfolios and Sub-Asset Class Pools to Alternative Investments Platform

Advisors and investors can use the models and pools to simplify the creation and management of diversified alternative investment portfolios.

Why Latin American Families Look to the US & Europe for Security and Comfort

Emilio recently spoke at the Uglobal 2020 Wealth, Tax Planning & Immigration Virtual Expo panel, Preparing Ahead: Best strategies for international tax and wealth planning before making a move to a new country.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

For some advisers and firms that may mean continuing to hold virtual meetings with clients.

Silver Linings Even in Adversity

Economists who had only recently been increasing their forecast for fourth-quarter global GDP growth are now cutting back their forecasts for the first half of 2021.

The benefits of wealth management: Does it pay off in the long-run?

Holistic wealth management is a key factor in helping people to reach all of their goals, short-term and long-term

How Can I Miss You if You Won’t Go Away?

Sometimes it takes more than the turn of the calendar page to escape the prior year’s legacy

Young American Adults Top $10 Trillion in Assets for First Time

Younger Americans hold $800 billion in private-business equity

Concord Wealth Partners Launches Concord Asset Management

Institutional Quality Services available to individual investors

Wells Fargo to close international wealth management business

The decision is set to impact the group’s near 330 international financial advisors that are based in its offices Miami, New York, Texas and California.

Wealth and Asset Management