Managers of Wealth Americas

Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand

The new brand reinforces the firm's focus on longevity

New York-based wealth manager takes big step into the retirement plan space

Cerity Partners now advises on more than $21 billion in client assets across 6 locations

Wealth Management | Selling Advice Rather than Products

Today’s clients have tons of free data but still want financial strategy advice

HSBC Enhances Two Fixed Income Funds

It is now benchmarked to the Bloomberg Barclays US Aggregate Bond Index.

Westwood launches Sensible Fees for active investors

“Fees in efficient asset classes should reflect the market rate for beta at a low cost, while aligning active fees to solve for the probability of outperformance and favourable outcomes.”

Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?

This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.

Citi launches new Citi Wealth Advisor digital financial planner and commission-free ETF trading

With Citi Wealth Advisor, clients select their goals to create their financial roadmap, showing them how to achieve their goals.

Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019

We congratulate these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients

‘Where have you been all day?’ Why advisors may be taking unusually long lunches

Consequently, advisory firms are offering more generous non-cash perks and innovative incentives to attract and retain professionals in the tight labor market.

NBA Star Launches RIA For Sudden Wealth Recipients

We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients

JPMorgan whistleblowers get $50M from SEC in high-net-worth case

The SEC didn’t name the company involved or the people getting the awards, citing federal law that protects confidentiality.

Addepar Expands Senior Services Leadership

Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations

Pitcairn Wins Best Multi-Family Office (Client Initiative) at Family Wealth Report Awards 2019

Firm Also Recognized in Best Overall Multi-Family Office, Thought Leadership and Leading Individual Categories

Tamarind Partners Receives Two Accolades

Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.

Tiedemann Advisors Wins Multiple Family Wealth Report Awards

Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories

Boeckermann Grafstrom & Mayer Launches Family Office Services Group

Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.

How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest

The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.

NFP To Acquire Bronfman Rothschild

The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.

Global investor services provider rebrands

Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.

Onex swoops on wealth manager

Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada

Wealth and Asset Management