Managers of Wealth Americas

Seven asset management firms join FLX

The seven new investment management firms on the FLX platform bring the total number of asset managers on FLX to 28, representing USD56 billion in combined assets under management.

Insigneo in talks to buy Citi’s Uruguay offshore wealth biz

The acquisition would not include any of Citi’s broader banking operations in Uruguay.

CI Financial Reports Record Financial Results for the First Quarter of 2021

CI has been fundamentally transformed into a much larger, more global firm with increasingly diversified businesses and sources of revenue and earnings.

Schroders partners with US alternative investment specialist

Schroders today announces the launch of the Schroder GAIA Oaktree Credit fund, a global multi-strategy credit portfolio that offers investors access to high-conviction liquid credit opportunities.

Alden Investment Group inks partnership with Adi Dassler International Family Office

The company was founded with a deep-seated partnership with the Dassler family who have provided family office services exclusively to their family since the inception of ADIDAS by Adi Dassler.

Apex introduces Outsourced SPAC COO Solution

This announcement supplements the existing broad range of local solutions

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Wells Fargo Private Bank recognized as leader in wealth counselling by industry peers

Wealth industry peers recognize the company for Wealth Counselling services

Goldman Sachs to Move Into Zurich Landmark

Bahnhofstrasse signals the U.S. firm's ambitions in wealth management, where it is putting considerable resources including in Switzerland.

Brazil's BTG Pactual eyeing acquisition of asset managers, CFO says

Dantas said BTG is focusing on small to middle-sized deals.

Noah Holdings Limited Announces Unaudited Financial Results for the First Quarter of 2021

Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.

What Does the Archegos Collapse Mean for Family Offices?

Credit Suisse and the other banks did not ask enough questions, nor did they get the right answers about what Archegos was doing.

Summitas Awarded Family Wealth Report's 2021 "Best Innovative Client Solution"

Wealth management platform provides secure, user-friendly client portals

Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones In On Specialties and Adds Staff

Fiduciary standards and commission-free services have helped the firm attract new clients and add new positions for financial planning professionals from Texas Tech

Family Legacy Capital Launches FLC Credit Partners

Private credit manager, spearheaded by industry veterans, will provide credit solutions for family- and entrepreneur-owned enterprises

Vestmark Partners with UBS Wealth Management USA

With Vestmark Advisory Solutions as discretionary overlay manager, UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group (home of American Funds), Dimensional Fund Advisors, J.P. Morgan, Natixis

Wealth and Asset Management