Managers of Wealth Americas

Sarasin buys Bank of Montreal's HK, Singapore private banking arms

They provide a complete suite of private banking and wealth management services to private and institutional clients in Asia and globally.

Top Advisor Spotlight: Greg Onken, Managing Director, JPMorgan Wealth Management

He was named a Top Wealth Advisor and Best-In-State Wealth Advisor this year.

How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets

The financial advisors credit Ameriprise’s goal-based advice, integrated technology, leader support, and culture for accelerating their growth

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

As the client services associate, Allison Squar runs the firm's onboarding needs, provides process review, and manages the overall client experience.

Clarfeld | Citizens Private Wealth Opens Wealth Center in West Palm Beach, Florida

The South Florida center will be easily accessible to clients who are increasingly either seasonal or full-time residents in South Florida, a region that’s becoming more popular for high net worth and ultra-high net worth individuals and families, i

Raymond James Financial Reports Fiscal Second Quarter 2021 Results

Moreover, we are well positioned entering the second half of the fiscal year, with records for client assets under administration of $1.09 trillion, total number of Private Client Group financial advisors of 8,327, and net loans at Raymond James Bank of $

Richardson Wealth Advisors Named as Finalists for 2021 Wealth Professional Awards

7th Annual WP Awards Recognizes Excellence in Wealth Management

Lugen Family Office Offers Customized Legacy Planning Services Backed by Proprietary System

Safeguarding and Empowering Family Legacies and Wealth in Alignment with Family Values and the Core Values of LFO.

BTG Pactual Launches US Strategic Capital Unit

“Strat Cap” is an opportunistic investment strategy focused on asset-oriented businesses; unit has committed ~US$ 240 million to three investments in recent months

18 person advisor team at UBS named to Barron’s Top 100 Private Wealth Management Teams list

The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.

Canadian Western Bank sets sights on HNW entrepreneurs

Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say

SS&C Updates Offer on Acquisition of Mainstream Group

SS&C has agreed to increase the consideration payable under the scheme after receipt by Mainstream of a non-binding indicative cash offer of $2.20 per security from a third party.

REFILE-Credit Agricole sells wealth management unit in Brazil to Banco Safra

This volume will position Safra as the country's sixth largest asset manager, with 110 billion reais.

RBC adds ESG scores to funds on $23bn select list, preps emerging PM program

The manager research and due diligence team will give a numerical rating of between one and five to each fund, ETF, or SMA it vets, using the same criteria across all vehicles.

A $6 Trillion Family Office World Fights Post-Archegos Crackdown

Reform advocates press agencies to peel back offices’ secrecy

Sanctuary Wealth Welcomes San Antonio's JDK Wealth Advisors to Network

$400 Million team from Merrill Lynch is Seventh to Join this Year

Blackstone Reports First Quarter 2021 Earnings Results

Blackstone will host its first quarter 2021 investor conference call via public webcast on April 22, 2021 at 9:00 a.m. ET.

Wirehouses: Just Say No to Disclosing Broker Headcounts

In its previous reporting, BofA had separated the core and Edge brokers from the private bankers.

CI Global Asset Management Capping MERs on its Cryptocurrency ETFs, BTCX and ETHX, at 0.95%

Introduces the lowest published MER caps of any bitcoin or Ether ETF globally

Natixis Investment Managers Launches Mirova US Climate Ambition SMA

Managed by Mirova, a global leader in impact investing and part of the Net Zero Asset Management initiative

Wealth and Asset Management