Managers of Wealth Americas

Credit Suisse Global Investment Returns Yearbook 2023

15th edition of Yearbook looks at inflation and the role of commodities

Mariner Wealth Acquires California Firm With $301M In AUA

The firm offers a variety of services, including cash-flow management, retirement planning, estate planning counsel and investment consulting, the release said, adding that the firm serves young entrepreneurs and retirees

Coller Capital establishes Private Wealth Secondaries Solutions

PWSS will build on Coller’s existing global relationships with leading private banks, wealth managers and investment advisors to distribute the products it creates and manages for this channel.

Rothschild & Co expands North America reach with New Miami Office

Expansion will enhance Global Advisory business by combining the breadth of its advisory offering and unique perspectives to clients in South Florida’s fast-growing, international business and finance hub

Major League Soccer and RBC Wealth Management announce multi-year partnership

Additionally, RBC Wealth Management's MLS partnership will include brand integration across platforms, including streaming, digital, in-stadium and on-site activation at marquee MLS events.

Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list

Rebecca and Leslie were also named to the Forbes America’s Top 100 Women Wealth Advisors list for 2023.

Titan Wealth Holdings Secures Major Strategic Investment from Parthenon Capital

This investment also provides access to additional capital to support future M&A.

Exencial Wealth Advisors Acquires Shoreline Financial Advisors

Deal Expands Exencial’s Connecticut Footprint, Enhances Shoreline’s Client Offerings

US Inflation on the Wrong Trajectory

The higher yields in the bond market have attracted some strong inflows into bond funds.

The US Inflation Reduction Act’s potential, and polarising impacts

There have been polarised responses to the US plan.

Cortina Business Management to Join Focus Partner Firm Gelfand, Rennert & Feldman

This transaction will broaden GR&F's client base and expand its geographic presence in the Northeastern United States.

Sanctuary Wealth Partner Alluvial Private Wealth Expands With New Office in Cleveland Opportunity Zone

Randy and Kerry Bliss have built a highly successful business by delivering outstanding service and advice to their clients.

Cambridge Launches Tool that Formalizes Advice Sharing

Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estate planning and acquisition strategies.

Mariner Wealth Advisors to Acquire Walker Wealth

Firm Specializing in Advising Medical Professionals Will Add $301 Million in AUA

Rockefeller Global Family Office Welcomes The Jones Connolly Pollock Group, of Winter Park

In addition to The Jones Connolly Pollock Group, this week Rockefeller welcomes Cowles Wealth Partners of Indianapolis, IN to its Midwest Division.

Private Wealth Systems Recognized as Best Reporting Solution for Family Offices

Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution

Asset Co swings to annual loss as acquisition costs bite

But reflecting the acquisitions, assets under management totalled GBP2.7 billion, up from GBP113 million in the previous financial year.

Strategies Wealth Advisors Transitions to Become Innovia Wealth

New brand identity for Michigan's fastest-growing RIA reflects changes in wealth management as well as the firm's commitment to innovation and providing clients with a viable path forward

Tim Davis of Davis Executive Wealth Management Leads Steward Partners in 2022 Business Growth

Follows recognition as asset growth leader in 2021

Standard Chartered Wealth Management income declines in 2022

This was attributed to customer sentiment becoming more risk-averse in volatile market conditions leading to lower market conditions.

Wealth and Asset Management