Managers of Wealth Americas

EP Wealth Advisors Acquires Conlon Dart Wealth Management

This is EP Wealth’s fifth acquisition since taking a minority investment from Wealth Partners Capital Group, a financial services holding company, in July 2017.

Where have all the billionaires gone?

This is only the second time this population has dropped since the global recession a decade ago.

The Superrich Have Something New to Spend Their Money on: Public Relations

With extreme wealth comes extreme attention.

Two-thirds of clients switching wealth managers

Nearly half of clients (46 per cent) were found to be unhappy with the fees that they pay and do not trust they are being charged fairly, with dissatisfaction particularly high among ultra-high net worth clients (66 per cent).

EP Wealth Advisors Acquires Conlon Dart Wealth Management

EP Wealth remains committed to growth in 2019, expanding our resources, capabilities and geographic reach.

Merrill Lifer Managing $250 Million Signs Up with RBC

The bank this year imprinted itself more firmly on its wealth management businesses by re-christening its U.S. Trust private banking unit and relegating the Merrill name to sub-brand status.

SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone

Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets

Scotiabank to launch global wealth management business

The new line will be effective Nov. 1

Cerity Partners expands UHNW footprint

This is the first acquisition for the firm since merging in April with the Blue Prairie Group, an $11 billion retirement and investment consulting firm.

Bradesco to boost offshore biz with Miami acquisition

Bradesco stated it plans to retain BAC Florida’s personnel and clients and expand its operations.

UBS: The American Dream

Since February 2018, the U.S.-based brokers at UBS and the Swiss private bankers are sitting in the same boat, having become part of the new super-division dubbed Global Wealth Management.

SunTrust Opens Private Wealth Management Office in Boston

The Boston team is the latest example of SunTrust Private Wealth Management expanding into new markets.

$2 Billion Private Wealth Advisory Firm Moves to Alexandria

Verdence Managing Director and Partner Charles S. Holt will lead the new office in Alexandria.

Baird revenue up 16% in 2018

Operating income up 22%

The limited choice from Buffett’s buffet

False dawns in Japan have scarred plenty of investors.

Cresset acquires Cypress Wealth Advisors

“At Cypress, we are committed to helping grow and protect our clients’ wealth so they can live life on their own terms."

UBS Advisor Frank Coiro Named to Forbes List of America's Best-In-State Wealth Advisors

Recognition of an exceptional career in Financial Services

Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with FinTech Magnetis in Brazil

GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with the leading local digital financial advisor Magnetis, in which it will acquire a minority stake.

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is facing the same disruption and challenges being felt across the wealth management industry.

Wealth and Asset Management