Managers of Wealth Americas

International Americans: the benefits of "offshoring"

Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.

RBC Reshapes Markets Unit Into Three Cross-Product Groups

Business will be divided into sales, macro and digital groups

Why Canaccord's takeover bid for RF Capital is a 'great cultural fit'

News of the bid, which was made earlier this month, emerged yesterday, raising the prospect of two of the largest independents joining forces.

Santander Private Banking to Acquire Indosuez Wealth Management Business in Miami

As part of the agreement, Santander Private Banking plans to purchase $4.3 billion in client assets and liabilities with related staff from Indosuez Wealth Management.

“Smart Alpha” – a new way to tap into active investment strategies

A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.

Global equities hit a speed bump by Nikko AM

The interaction between sovereign bonds and equities has been worrisome for multi-asset portfolios so far this year.

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

Morgan Stanley Strategy Challenge to Benefit 12 Nonprofit Organizations in the U.S. and UK

Annual pro bono volunteer program has delivered more than 108,800 service hours valued at over $16.6 million to 142 nonprofits since 2009

ThinkMarkets Named Best CFD Provider at the City of London Wealth Management Awards

COLWMA recognise, promote and celebrate quality of service from Wealth Management companies and individuals.

CI Financial to Acquire Brightworth, a leading $4.7-Billion Atlanta-based RIA and Private Wealth Firm

Transaction increases CI’s U.S. assets to $55 billion and expands presence to key southeast region

Abacus Buys Bay Area-Based Wealth Manager

“As the impact investing world has gotten more and more sophisticated, what we have been able to offer has gotten more sophisticated,” Kessel said in an interview.

Sanctuary Wealth Makes Push for Latin American Market

Launch of new subsidiary coincides with opening of Miami office to be led by Sanctuary Securities President Bob Walter

IG Wealth Management Introduces Discretionary Models to the iProfile Private Portfolios Program

The discretionary model portfolios will integrate existing iProfile Private Pools and new exposures to active allocation, alternatives, passive ETFs, low volatility and private assets, as outlined in the following two sections.

Canaccord Genuity Group Inc. Announces a Proposed Offer Made to and Rejected by The RF Capital Board to Acquire 100% of the Outstanding Shares of RF Capital Group Inc.

The Proposal represented a 31% premium to the closing price of RF Capital common shares on March 12, 2021 and a 30% premium to the volume-weighted average price for the 20 trading days ended on that date.

Study Shows US Household Wealth Soared to Record Levels in 2020

The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth, not including the value of their primary residence (NIPR) – increased by 600,000 to 11.6 million in 2020, a 5.5 percent increase over the prev

SEI's Collective Investment Trust Business Experiences Significant Growth

Target-Date Fund CITs Gaining Momentum, SEI's CIT Business Benefits from U.S. Retirement Market Trends

Standard Chartered research finds continued confidence in growth outside home markets amongst European and US companies

Asia remains a major growth region with Africa and Middle East seeing incremental increase

Billionaire Mackenzie Scott is giving her fortune away and turning philanthropy on its head

On the Giving Pledge website, which encourages billionaires to give away a majority of their wealth to charity, Mr Jewett wrote publicly for the first time about their marriage, and declared that he planned to join Ms Scott in giving away most of their we

CI Financial to Acquire New York-Based RIA Barrett Asset Management

CI’s U.S. assets to reach $50 billion

Wells Fargo Asset Management Wins Five Refinitiv Lipper Fund Awards

We are honored that Refinitiv Lipper has once again awarded several of our mutual funds

Wealth and Asset Management