Managers of Wealth Americas

Boston Private Named Industry’s Best for Client Service by Private Asset Management

Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.

BNY Mellon Introduces ETF and Managed Account Model Portfolios

In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.

Citigroup CFO Mark Mason to Present at the 2021 Credit Suisse Financial Services Forum

The presentation is expected to begin at approximately 1 p.m.

New York widens lead over London as finance hub: Duff & Phelps

Britain is under pressure to bolster the competitiveness of its financial services after 7,500 staff and over a trillion euros in assets left for the EU post Brexit.

Pinterest CEO’s Wealth Tops $5 Billion on Microsoft News Report

With a market cap of $53.7 billion, Pinterest would be Microsoft’s largest acquisition ever -- more than double the $26.2 billion it paid in 2016 for LinkedIn Corp.

Key Family Wealth Named "Best Multi-family Office $10B - $20B" at the 2021 Private Asset Management Awards

This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth

Best-in-State Wealth Advisors

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria

Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets

Acquisition Supports Firm's Plan to Triple Size of Client Assets to Over $4 Billion by 202

Brown Wealth Management acquires Truuwater Financial

This acquisition is the first step in BWM's accelerated expansion strategy, which envisions tripling the firm's assets to over USD4 billion by 2025, through acquisitions as well as organic growth.

BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies

There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.

Family Offices' Favorite Property Type Will Be Ripe For Investment Soon

All told, the eviction process for multifamily renters starts about nine months before any signs are visible

America’s billionaire philanthropists gave away more during the pandemic. But there’s a catch.

We need more transparency in the world of charity.

More than 8% of American adults are millionaires. Here’s how they got wealthy

That is much higher than the 55% of the general population Hogan found to hold the same opinion.

Steward Partners Global Advisory Welcomes Webster Grosso Wealth Management

Steward Partners is expecting to realize significant growth this year and we are very excited to welcome Ron Webster and Ed Grosso as the first team to join Steward Partners in 2021

Richardson Wealth and Bloom Burton & Co. Announce Strategic Alliance to Expand Wealth Solutions in Healthcare Sector

"Our talented investment advisors and their clients are front and center to everything we do."

Patchy Economic Recovery - Not To Worry

The rest of the labour market report implied an upbeat message for growth

Celebrate Good Times, Come On!

Vaccination programs bring hope for a strong rebound by summer

Best Practice Guide to Knowledge Management by CITCO

The impact of KM to an organisation is significant, with Fortune 500 companies losing roughly USD 31.5 billion a year by failing to share knowledge, according to Forbes.

The Canadian family office: an industry in its infancy

What exactly is a family office?

Fisher Investments' US Private Client Group Passes $100 Billion in Assets Under Management

Firm's largest business unit now serves over 65,000 high net worth Americans

Wealth and Asset Management