Managers of Wealth Americas

Help Family Office Clients Create an Employee Retention Plan

Keeping the right talent is critical to preserving the stability of the family’s wealth.

Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms

Sanchez has previously said the bank ranks roughly sixth or seventh among international private banks in the region.

Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.

Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021

Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.

Franklin Templeton Multi-Asset Solutions Business and Quantitative Manager QS Investors Join Forces

More Than $120 Billion Solutions Business Brings Together Complementary Client Bases, Geographical Footprint and Investment Strengths

‘Wired to make money’: Barclays’ private bankers serve ultra-rich, as watchdogs sound alarms

The FinCEN Files investigation exposes tensions between British bank’s New York and London operations.

Asset manager signs deal with wealth firm to bolster LatAm arm

As it targets offshore investors from Argentina, Panama and Uruguay

How wealthy families view the markets now

The pandemic and the response by governments and central banks have the rich on the defensive worldwide, according to a survey from Citigroup's private bank.

Duo With $225M In Assets Exits Wells Fargo To Launch RIA Under LPL Umbrella

The duo takes a holistic approach as they help clients structure customized portfolios to address specific financial goals, and they are committed to building personal, long-term client relationships.

Newport Beach Wealth Manager Gets Investment

Corient’s client list includes wealthy families, business owners, public company executives, private foundations and professional athletes.

State Street and Protective Life Corporation Agree to Expand Service Agreement and Add Outsourced Accounting Solution

Protective provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S.

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

Does your family have a succession plan? Tips for maintaining family harmony

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

Wells Fargo: Boom or Bust, Investors Believe Economic Fallout Is Far From Over

Ongoing concerns of COVID-19 and presidential election loom

Kestra Financial Welcomes $1 Billion RS Will Wealth Management

Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth

Firm seals deal for US$4.5 billion wealth firm

Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition

WealthManagement.com Selects AdvicePeriod as Winner for Two Industry Awards

Lockshin also plays a lead role in the development of estate planning platform Vanilla, which undoubtedly contributed to his Innovator of the Year win, and itself won in the Industry Disruptors: Technology category.

Fidelity Now Offers Even More Flexibility to Intermediary Clients

Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.

CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets

Chad Carlson has been named President and Co-Chief Investment Officer of BDF. He previously held the positions of Wealth Manager and Director of Research.

Wealth and Asset Management