Managers of Wealth Americas

Financial Services M&A Buoyed by Asset Management, Insurance

Dealmakers tell Mergers & Acquisitions that proprietary deal sourcing pipelines are one way to keep multiples low

Coldstream Wealth Management Announces Merger

Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion

Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind

Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year

Best-in-Class Client Service and Potential for Growth Attracts Two Practices Managing More Than $370 Million to Ameriprise Financial

Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin

UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list

The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.

Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama

Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises

Wealth Enhancement Group Partners with Hybrid RIA

Addition of Northern California Practice is Wealth Enhancement Group's Fourth West Coast Location

Indosuez Wealth Management Selects Intercontinental Exchange f

Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.

Colorado-Based Team Joins the Dynasty Network

Advisors Previously Managed $1.75 Billion in Client Assets

Bordeaux Wealth Advisors CEO Named to Barron’s List of Top 100 Independent Advisors

West Coast wealth management firm CEO recognized for the 12th year

CAIS Wins 2021 WealthManagement.com Industry Award

CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale

MAI Capital Management Acquires Asset Manager

The acquisition extends MAI’s footprint to the Greater Baltimore region and strengthens MAI’s presence in the mid-Atlantic region.

UK family office to merge with $20bn US advice firm

Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper

Invesco in talks to merge with State Street's asset-management business - WSJ

Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.

Goldman arm offers latest route into private equity investing

Petershill Partners announces plans for initial public offering

The Ultra-Wealthy Say Their Money Is Essential To Fighting Climate Change

The ultra-wealthy feel the—and their money—can help fight climate change, according to a new survey.

JTC Acquires US Fund Services Business

Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition

NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint

Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.

Adhesion Wealth Takes Home Industry Award for Model Marketplaces

Out of 221 finalists, 93 awards were presented to winners from 71 companies, by a panel of independent judges.

Pictet's thematic private equity fund draws $350m

The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.

Wealth and Asset Management