Managers of Wealth Americas

Robertson Stephens bolster US presence with acquisition

Joins Robertson Stephens San Francisco headquarters

BlueKey Wealth Advisors Announces Formation of Private Equity Firm

"The extensive experience of our professional team allows us to implement a rigorous process to identify 'Best in Class' opportunities in our focus areas," said Amaury Cifuentes,

Wealth Enhancement Group Announces Acquisition

David Geller said, "We are thrilled to partner with Wealth Enhancement Group, a firm whose infrastructure, technology and growth platforms enable us to take our services to new heights.

Family Offices Serving Rich Brazilians Are Hiring in New York

New York is taking on increased importance for family offices in Brazil

Raymond James firm merges with UK investment manager

Combined business will offer services to high net worth individuals, globally

Wellington Management launches US dynamic equity fund

Fund manager Stephen Mortimer said: "I believe investment returns can be mainly driven by a fund's top holdings. I seek to maximise potential outperformance by focusing on ‘best idea' stocks only."

Wall Street Targets the Nordics After Latest Spike in Wealth

Eirik Winter, chief executive officer in the Nordics at BNP Paribas, says the region’s appeal lies in its “tendency to grow a bit faster than the rest of Europe and in some cases even faster than the U.S.”

Linda Mack Named Women in Wealth Advocate of the Year for the Second Consecutive Time at the 2020 Private Asset Management Awards

Linda Mack of Mack International was named Women in Wealth Advocate of the Year by Private Asset Management Magazine, a leading wealth management and family office industry publication, as part of the 2020 PAM Awards, announced February 6 in New York City

UBS Private Wealth Advisors John Castronuovo and Robert DeForest named to 2020 Forbes /SHOOK Best-In-State Wealth Advisors

We are extremely proud of what Rob, John and the team have accomplished,

OWL Private Wealth Advisors Joins Kestra Private Wealth Services

Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team

OWL Private Wealth Advisors joins Kestra Private Wealth Services

We ultimately chose Kestra PWS for their best-of-breed technology and human capital

Stifel CEO Says Wealth Management to Drive Growth This Year

He says private investing options will bring in more clients

AllianceBernstein CEO: “We Want to Grow Private Wealth Channel”

The firm, which is controlled by French insurer AXA, does not report its total number of wealth advisors.

Proteus Wins "Best Family Office New Innovation" at PAM Awards

Proteus' private investment platform, a testament to the Firm's commitment to usher in, "the future of investing in alternative assets," offers investors a complete private investment solution, providing pre-approved investment opportu

Family Offices Disrupting Traditional Investment Models

Advisors to wealthy families need a broader range of skills as the rich increasingly pass over limited partnerships and fund managers in favor of direct investments.

PAM Awards: Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service

Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row

Defining the Future of Wealth Management Study Reveals Challenges and Opportunities for the Profession

“Defining the Future of Wealth Management 2020” Study findings explore knowledge needed by professionals to deliver the highest level of wealth management advice and results.

BNY Mellon launches sustainable version of real return fund

The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.

A Tale of Tail Risks

The U.S. economy has been resilient in the face of uncertainty, but risks are growing.

Forbes Recognizes Top Wealth Advisor

“I am thrilled that our culture of dedication and boutique-level service has been recognized by Forbes.”

Wealth and Asset Management