Managers of Wealth Americas

World's Billionaires List

The Richest in 2021

FNZ Launches New US Wealth Management Venture

FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.

Goldman Sachs Cryptocurrency Endorsement Boosts Wealth

Its private wealth management division is catered towards the wealthiest of clients, those with a minimum of $25 million to invest and they want in on the Bitcoin action.

Wealth management needs more female advisers

More and more of the industry's clients are women, and the share of global wealth controlled by women is increasing.

Women are leading the charge for Environmental, Social and Governance (ESG) investing in the U.S. amid growing demand for responsible investing solutions

RBC Wealth Management – U.S. client survey reveals growing interest in ESG and responsible investing, especially among women, with financial advisors ranked as a top source for information to guide investment decisions

The focus of the IRS global high-wealth group

The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.

Sharon L. Klein Named to Forbes Best-In-State Wealth Advisors 2021

This selection of the top advisors from thousands of candidates across the country was based on factors such as revenue trends, assets under management, client experience, and industry expertise.

Envestnet | PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients

PMC Broadens Suite of Services for High-Net-Worth Clientele with High-Touch, Customized Portfolio Solutions & Overlay Features

Forbes names Watt a top woman wealth advisor

Watt offers financial services including retirement and financial planning, estate planning, wealth management, tax planning, business succession planning, and more.

Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list

Andrea joined UBS Private Wealth Management in 2015.

Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List

Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria

Archegos, a family office, brings Nomura and Credit Suisse big losses

More bad news may follow. But the episode already raises disquieting questions

Western Asset Named Leader in U.S. Institutional Investment Management Service

Western Asset attributes this recognition to the Firm’s distinctive team-based, client-centric approach to investing and service.

Advisor Group Welcomes Rosenblum Wealth Management

Firm with Locations in New Jersey and Florida Joins Advisor Group through Subsidiary SagePoint Financial

Are We There Yet? Not Quite by Oppenheimer & Co.

A mixed bag of positive and negative components

Lombard Odier expands into Brazil with new office in São Paulo

The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.

Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List

Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year

Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors

All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.

Wealth and Asset Management