Managers of Wealth Americas

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

Software meets family office needs for aggregated data and personalized client experience

SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices

This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.

Covid-19 could permanently change the way we work, says Schroders

Covid-19 is forcing people to change their work behaviour in a dramatic way, particularly how businesses conduct travel and remote working

Wealth management firm throws itself big curveball

In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.

Morgan Stanley deepens wealth management ties with MUFG

US brokerage builds on partnership by sending execs to Japan

The Billionaire Interview That Tanked The Stock Market

This way Americans will stay at home and the virus will stop spreading.

Ultra-Rich Families Poised for Spending Splurge After Stock Rout

More than a third of family offices boosted their cash reserves last year as they bet on a global recession in 2020.

M&A Activity: 2020 Outlook

With the help of sustained fundraising activity, private equity firms will continue to be active in the M&A market in 2020.

Wall Street’s New Virtual Workplace May Outlast the Virus

That’s likely to hearten working parents who’ve struggled to persuade managers to let them log in from home, as well as many younger recruits at ease doing things digitally.

Is there a better way to measure success?

Asked how she would like to see the industry move forward, Ford says she would like to see it focus on some different metrics

Crow Point Partners enters into first JV in private wealth management market

The combination of our sophisticated tax planning and fiduciary client model with Crow Point's world-class risk management and investment process is a value add for clients.”

Wealthy JPMorgan Clients Missed Trading Day Chaos During Platform Outage

This left a good number of customers unable to do anything but watch their portfolios drop in value before their very eyes. Luckily, Friday saw the return of these systems, and trading has been smooth ever since.

Why Morgan Stanley’s Stock Will Likely Outperform The Market Post Coronavirus

The sell-off in Morgan Stanley’s stock reflects the growing concern among investors

How Bill Gates, Jack Ma And 11 Other Billionaires Are Reacting To The Coronavirus Pandemic

On Saturday, Airbnb CEO Brian Chesky announced on Twitter that the company will allow guests around the world to cancel and get their money refunded.

Adviser to Carlyle Co-Founder David Rubenstein’s Family Office Registers With SEC

Declaration Partners registered to raise outside money for Viagogo’s deal to buy eBay’s StubHub business

Wealthy Seeking Cash for Investing, Margin Calls Turn to Art

The rise in activity comes as the spread of coronavirus has created the wildest market swings since the financial crisis.

15 Hightower Advisors Honored on Barron's 2020 Top 1200 List

The rankings were based on factors such as: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

How To Win Against Coronavirus: Wealth Managers Take Their Positions

Positions that have a high exposure to oil and gas (US high yield) or Europe (EUR high yield) are also risky

Wealth management firm with $640M in assets makes two acquisitions

Tampa-based All Seasons Wealth buys personal finance practices in Maryland and Belleair Bluffs.

CAPTRUST Adds $5.5 Billion Advisory Firm

The Montgomery, AL-based company counts as the 40th group to join CAPTRUST since 2006

Wealth and Asset Management