Managers of Wealth Americas

Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management

Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.

Julius Baer: Succession Planning is the Leading Family Topic

Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region

Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s

With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.

Wealth management industry set for double-digit growth, led by North America

Fintech firms will see strong gains but traditional wealth firms continue to lead

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management

Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount.

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions

First State Bank Achieves Significant Results Through Innovative Collaboration

Wealthspire Advisors Launches Art InSpired

As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing

Forbes Names Stedmark Partners a Top Wealth Management Team

Receives prestigious recognition for third consecutive year.

Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

This marks the second year that both teams received this honor from Forbes.

Steward Partners Continues Florida Expansion with Palm Beach Gardens Office, Formation of G2G Wealth Management

New team will manage approximately $377 million in client assets

Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors

Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis

Goldman Sachs Family Office Launches Expanded Family Office Platform

The enhanced family office platform integrates capabilities across the firm to provide à la carte services or an advisor-led holistic solution.

What is private capital and why is it so attractive for family offices?

This article explores the sources of private capital, how it is being deployed, and ways to navigate these trends.

LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management

American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

BlackRock and the Monetary Authority of Singapore (MAS) spearhead collaboration to unlock investment opportunities in decarbonisation in Asia

The Industrial Transformation programme will also seek to catalyse additional concessional and commercial capital to support these projects.

Wealth and Asset Management