Managers of Wealth Americas

Goldman Manager Tells Rich Clients to Put American Stocks First

Mossavar-Rahmani says U.S. stock price, growth isn’t a concern

Six Greater Boston Market UBS Advisors Named to 2019 Forbes Best-In-State Next Generation Wealth Advisors

The Forbes ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data.

Fears of Goldman Sachs partner purge

Those at the top are in danger of being pushed off their perch.

Several Oppenheimer Financial Advisors Appear On 2019 Forbes Next-Gen Wealth Advisor List

I'm proud to see six Oppenheimer Financial Advisors receive this honorable designation

Michael D. Gold Named To Forbes List Of Best-In-State Next-Generation Advisors

"I consider it an honor to be ranked among our state's top next-generation wealth advisors," Gold said.

HighTower Advisors Receive Top Rankings on Forbes' 2019 Top Next-Gen Wealth Advisors List

The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of four years of experience in the wealth management industry.

Mercer Advisors Acquires wealth management RIA

Sage was founded by Donna Skeels Cygan, CFP®, MBA who has over 20 years of experience with delivering comprehensive financial planning advice to her high net worth clientele.

A $21 Billion U.S. Wealth Manager Is Branching Out in Europe

Wealth-management firm partners with Switzerland’s Constantia

Global Advisor joins CIBC Private Wealth Management

The team, with a total of 17 members, has relocated to CIBC's St. Louis office. Two members of the 17-member team will remain in New York.

Boston Trust & Investment Management announces new name, logo, and website

The firm's wholly owned investment adviser subsidiary is also changing its name from Boston Trust Investment Management, Inc. to Boston Trust Walden Inc.

Spear’s 2019 top tax advisers unveiled — ‘The UK is a less welcoming place for HNWs’

‘The Revenue are being as belligerent as they’ve ever been,’ says Victor Dauppe, a new addition to our top ten tax accountants.

Manning & Napier seeks to be leaner, focus on wealth clients

Shares of the company have also plummeted 35.7% on an annualized basis, 89.7% on a total basis, as of Aug. 28 to $1.77 from $17.26 on June 30, 2014.

Former $300m Wells Fargo team launches wealth firm in Missouri

Postoak was also part of the Cooper Wealth team for more than two decades.

BofA chases $10 trillion private capital pool driving M&A

Money has been building up in private funds in recent years as investors, turned off by low interest rates and volatile stock prices, seek new ways to generate returns.

BofA Chases $10 Trillion Private Capital Pool Driving M&A

Private capital is increasingly replacing public pools of capital,” Rizzo, who’s also head of EU corporate and investment banking, said in an interview this month.

UBS Advisor Franco Estrada-Velasco Named to Forbes’ Lists of Best-in-State and Top Next-Gen Wealth Advisors

On the Best-in-State list, he was named the top advisor in the U.S. territories.

UBS Runs Into Trouble With U.S. Clients

The clients are seeking recompense from UBS, arguing they weren't adequately informed of the risks attached to the products.

LarrainVial enters family office industry after acquiring $650m shop

The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.

Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors

Firm Earns Ranking for Fifth Time

Canton, Ohio Investment Advisors Beese Fulmer and MacNealy Hoover to Join Forces

MacNealy Hoover advisors and staff members will move to Beese Fulmer's downtown Canton location at 220 Market Ave., Suite 1150, bringing the firm's total employment to 11.

Wealth and Asset Management