Managers of Wealth Americas

Atlantic Union Bank Rebrands Wealth Management Division

Atlantic Union Bank Wealth Management provides a life-centered approach to working with families, individuals and institutions.

Are we in a global stock market bubble?

At US$275bn, Toyota, the next-largest auto company, has forecast 2022 sales around four times those of Tesla, yet its market valuation is less than a third of Musk’s behemoth*.

Can You Endure the Duration?

Equity markets were shaken badly but have mostly maintained their poise despite a tough final week.

Northern Trust Announces Wealth Management Leadership Changes

These leadership transitions continue to build on the extraordinary talent and expertise across our Wealth Management business.

Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida

Financial employees join migration to the Sunshine State

Focus Financial Partners Announced that Matheys Lane Capital Management Will Join Partner Firm SCS Financial, Expanding SCS's Presence in the Ultra-High Net Worth Market

Gaining access to SCS's infrastructure, resources and deep bench of talent will enhance Matheys Lane's current service offerings and promote continuity for its clients.

Two UBS Private Wealth Advisors Named to Forbes/SHOOK Best-In-State Wealth Advisors List

“Their team continues to make a profound impact on their clients’ lives, and being named to this list for the third year in a row is reflective of their outstanding work.”

Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard

Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.

Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.

Banks carve out gains from wealth management, mortgages even as some sectors languish

“There is an element to it that is related to the frenzy that everybody saw,” said Gagnon on Wednesday.

Succession planning trends for LatAm (U)HNW individuals and families

Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.

Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm

Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.

HSBC wealth management revenues fall

The firm added that it would invest close to $6bn in its wealth management and international wholesale banking businesses over the next five years, with most of the investment directed toward Asia.

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”

Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.

Global UHNWI population to grow by 27% over the next five years: Knight Frank

The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).

Royal Bank of Canada Reports First Quarter 2021 Results

Record earnings in Capital Markets as well as positive earnings growth in Personal & Commercial Banking, Wealth Management and Insurance were partly offset by lower results in Investor & Treasury Services.

How Much Money Is Needed To Hire The Best Wealth Management?

The first thing to realize is that it is impossible to manage wealth effectively without a management system.

11 UBS Advisors in San Diego named to the Forbes/SHOOK Best-in-State Wealth Advisors list

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets.

Citi is considering divesting some foreign consumer units

The company is weighing divesting certain units across retail banking in the Asia-Pacific region, including those in South Korea, Thailand, the Philippines and Australia, according to people familiar with the matter.

Wealth and Asset Management