Managers of Wealth Americas

UBS puts the brakes on new Miami intermediaries office

The Swiss firm announced plans for the new unit back in January.

JP Morgan Asset Management partners with SAP to enhance Morgan Money Liquidity Platform

The agreement will enable SAP's substantial Treasury Management customer base to directly access Morgan Money, delivering a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.

Wealthspire Advisors to Acquire StratWealth

Adds $1.5 billion in assets, three offices in the Mid-Atlantic market

Offshore spotlight: Uruguay wants to become key hub for world's UHNW

In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores.

UBS Private Wealth Advisor Michael S. Matthews Named to Forbes/SHOOK Top Wealth Advisors List

Recognition of an exceptional career in the wealth management industry

UBS Global Real Estate Bubble Index 2020

Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.

Help Family Office Clients Create an Employee Retention Plan

Keeping the right talent is critical to preserving the stability of the family’s wealth.

Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms

Sanchez has previously said the bank ranks roughly sixth or seventh among international private banks in the region.

Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.

Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021

Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.

Franklin Templeton Multi-Asset Solutions Business and Quantitative Manager QS Investors Join Forces

More Than $120 Billion Solutions Business Brings Together Complementary Client Bases, Geographical Footprint and Investment Strengths

‘Wired to make money’: Barclays’ private bankers serve ultra-rich, as watchdogs sound alarms

The FinCEN Files investigation exposes tensions between British bank’s New York and London operations.

Asset manager signs deal with wealth firm to bolster LatAm arm

As it targets offshore investors from Argentina, Panama and Uruguay

How wealthy families view the markets now

The pandemic and the response by governments and central banks have the rich on the defensive worldwide, according to a survey from Citigroup's private bank.

Duo With $225M In Assets Exits Wells Fargo To Launch RIA Under LPL Umbrella

The duo takes a holistic approach as they help clients structure customized portfolios to address specific financial goals, and they are committed to building personal, long-term client relationships.

Newport Beach Wealth Manager Gets Investment

Corient’s client list includes wealthy families, business owners, public company executives, private foundations and professional athletes.

State Street and Protective Life Corporation Agree to Expand Service Agreement and Add Outsourced Accounting Solution

Protective provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S.

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

Does your family have a succession plan? Tips for maintaining family harmony

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

Wealth and Asset Management