Managers of Wealth Americas

Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK

Annual pro bono volunteer program has delivered more than 108,800 service hours valued at over $16.6 million to 142 nonprofits since 2009

ThinkMarkets Named Best CFD Provider at the City of London Wealth Management Awards

COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.

CI Financial to Acquire Brightworth, a leading $4.7-Billion Atlanta-based RIA and Private Wealth Firm

Transaction increases CI’s U.S. assets to $55 billion and expands presence to key southeast region

Abacus Buys Bay Area-Based Wealth Manager

“As the impact investing world has gotten more and more sophisticated, what we have been able to offer has gotten more sophisticated,” Kessel said in an interview.

Sanctuary Wealth Makes Push for Latin American Market

Launch of new subsidiary coincides with opening of Miami office to be led by Sanctuary Securities President Bob Walter

IG Wealth Management Introduces Discretionary Models to the iProfile Private Portfolios Program

The discretionary model portfolios will integrate existing iProfile Private Pools and new exposures to active allocation, alternatives, passive ETFs, low volatility and private assets, as outlined in the following two sections.

Canaccord Genuity Group Inc. Announces a Proposed Offer Made to and Rejected by The RF Capital Board to Acquire 100% of the Outstanding Shares of RF Capital Group Inc.

The Proposal represented a 31% premium to the closing price of RF Capital common shares on March 12, 2021 and a 30% premium to the volume-weighted average price for the 20 trading days ended on that date.

Study Shows US Household Wealth Soared to Record Levels in 2020

The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the prev

SEI's Collective Investment Trust Business Experiences Significant Growth

Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends

Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies

Asia remains a major growth region with Africa and Middle East seeing incremental increase

Billionaire Mackenzie Scott is giving her fortune away and turning philanthropy on its head

On the Giving Pledge website, which encourages billionaires to give away a majority of their wealth to charity, Mr Jewett wrote publicly for the first time about their marriage, and declared that he planned to join Ms Scott in giving away most of their we

CI Financial to Acquire New York-Based RIA Barrett Asset Management

CI’s U.S. assets to reach $50 billion

Wells Fargo Asset Management Wins Five Refinitiv Lipper Fund Awards

We are honored that Refinitiv Lipper has once again awarded several of our mutual funds

Wells Fargo Wins Celent Model Bank Award for Embedded Finance

Wells Fargo’s SDK revolutionizes the customer experience by providing a card open experience within the online purchase flow; for example, during shopping cart check-out.

JP Morgan Shows More Digital Assets Love

JP Morgan will offer investment notes with a $1,000 minimum investment, which will pay out based on basket companies’ market performances.

CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 Billion for the First Time

All financial amounts in Canadian dollars unless stated otherwise.

Wealth and Asset Management