Managers of Wealth Americas

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

AdvisorPeak's team of experts join Addepar to complement the company's rapid pace of innovation and growth

Ares Management Corporation Launches Ares Wealth Management Solutions

Raj Dhanda Named Ares’ Global Head of Wealth Management

Macquarie Asset Management acquires alternative investment firm

The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.

State Street disavows claims of asset management sale

"Our overriding goal would be to continue to participate in the business, assuming that we can continue to improve performance.

CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager

Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion

BTG Pactual announces agreement with Nomura Asset Management in US Offshore market

This partnership responds to the goal of offering the best international products to our clients and will enable US Offshore Wealth Managers to access best-in-class funds; value-generating products particularly suitable for private banks here in the US.

CapIntel Partners with IG Wealth Management

Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more

CI Financial Reports Total Assets of $320.4 Billion for September 2021

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years

Scotia global asset management to create private assets unit

Scotia GAM had $300 billion (US$243 billion) in assets under management as of the end of July 2021.

New BNY Mellon Wealth Management Survey Finds Over Half of High-Net-Worth Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones

Investments & Wealth Institute's New Alliance Expands Member Benefits

Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.

CI Financial Reports Total Assets of $320.4 Billion for September 2021

CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years

How private banks are courting the next generation of wealthy investors

But over time, investors, their money, and their advisors have been inexorably migrating from commission-based brokerages and toward the fee-only RIA model.

PGIM Investments to acquire direct indexing firm Green Harvest Asset Management

Firm expands platform to include customized solutions to meet the complex needs of high-net-worth investors

Berger Financial Group, Inc. Acquires Dane Holdings, Inc. of Arizona

Largest acquisition outside of Minnesota will expand Berger Financial Group's wealth management offerings

Lido Advisors Senior Managing Director Michael J. Karsa Named to Forbes’ 2021 500 Top Next-Gen Wealth Advisor

Chicago-Based Investment Advisor Karsa Ranked at Number 269, Up from 484

Swiss bank UBS closing brokerage business in Mexico -sources

UBS noted it hired Gustavo Galvan-Duque early this year as head of Wealth Management for Mexico and would keep looking for "local talent."

U.S. banks see wealth management boom on borrowing, new assets

That has increased demand for money managers, increased the value of assets managed by these brokerages, and made it more appealing for customers to borrow.

Goldman Sachs crushes analysts’ estimates on strong investment banking and trading results

Revenue: $13.61 billion vs. $11.68 billion consensus estimate.

Three Hightower Advisors Named on Seramount's 2021 'Top Wealth Advisor Moms' List

The annual list honors 500 wealth management mothers who are dominating the finance industry

Wealth and Asset Management