Managers of Wealth Americas

Credit Suisse: State Street Takeover Coming Soon?

On Wednesday, Credit Suisse’s made its third consecutive profit warning for this year when it indicated that it expects to lose money in the second quarter.

Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation

Expands Mercer Advisors' California Footprint

Lovell Minnick Partners to take majority ownership in London & Capital

The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.

Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners

Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.

Mercer Advisors Acquires Bivin and Associates, Inc.

They endeavor to know and understand a client's financial situation and provide the highest quality information, services, and investment advice to help clients reach their goals.

Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list

These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.

BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers

Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.

Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group

Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.

Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List

These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.

Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors

Bank welcomes key industry hires in private and commercial banking

UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams

The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.

WealthManagement.com Announces 2022 'Wealthies' Finalists

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results

Fiscal 2022 common share year dividend payout increased 28% year-over-year

UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago

The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.

Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.

PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.

UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List

David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients

Worldsource Wealth Management launches Conquest Planning’s intuitive financial planning solution

Worldsource now offering platform as an enterprise-wide solution to entire Wealth Management segment

Why Do The Ultra-Wealthy Use Private Banks?

Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.

Fifth Third Private Bank Demonstrates Its Commitment to Ethical Standards With Inaugural Wealth for Good Award

Fifth Third Private Bank was awarded the “Best Bank ESG Communication Strategy – Americas” at 2022 inaugural WealthBriefing.

Female Advisors Are The Future Of Wealth Management

During the same period, nearly 40% of financial advisors are expected to retire.

Wealth and Asset Management