Managers of Wealth Americas

Citigroup’s Latin America CEO Says Strategy Shift Is Paying Off

Jane Fraser says bank plans to boost investments in Mexico

Credit Suisse scores four JPM Private Bank LatAm advisors

It is understood their hire is set to boost the roughly 20-person team at Credit Suisse's Geneva desk covering the Southern Cone by 15% to 20%, a person with knowledge of the matter said.

The 2019 investment horizon – the big trends coming down the track

Ideas from the CIO at Canaccord Genuity Wealth Management

Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2019 Citi Hildebrandt Client Advisory

U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade

A Sudden Windfall: BMO Wealth Management Report Reveals a Shift in Canadians' Financial Priorities After Receiving Wealth Unexpectedly

While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.

Private Ocean Advisor Sabrina Lowell Named One of InvestmentNews 20 Women to Watch

As one of the 20 prestigious winners, Sabrina was chosen from more than several hundred nominations for her leadership, contributions and impact in the financial advice industry.

The evolution of an independent advisory firm

The J.P. King story began with their switch from that legacy desktop performance reporting, billing and portfolio accounting system to the Black Diamond® Wealth Platform.

This Miami-based firm has a $50 million minimum

Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients

Julius Baer in talks with Santander over Venezuela business: sources

Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.

Citi Private Bank Issues Outlook 2019

Citi Private Bank releases its key market views and investment themes for 2019 and beyond

UBS Move Spotlights Wall Street Tug of War

“UBS, for now, has backed away from an unpopular policy with its financial advisers,” the publication writes.

Wealth Management Firm Launches New Division for Businesses, Nonprofits

The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.

Family Office Networks Announces Strategic Investment From Canaccord Genuity

This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.

Linda C. Mack and Mack International Shortlisted in Three Categories for the 2019 Family Wealth Report Awards

Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling, Leading Individual Service Provider and Top Women in Weal

Calamos Wealth Management Expands New York Office

Geoff Sargeant and Mark Rabinovich join from Neuberger Berman; further expansion anticipated

Janney hires $200M Merrill team to open new branch

The office represents Janney’s fourth branch office in the state and the seventh new location opened by the firm in 2018.

RBC Wealth Management uses creative approach to recruit women investment advisors

Video series aims to debunk myths about the investment advisor role

Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ Kids

Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.

The anatomy of a top-performing wealth management firm

How the fastest growing and most successful firms are leveraging technology to drive bottom line results

IG Wealth Management partners with PIMCO

PIMCO will bring this extensive experience – which it has built upon since its launch in 1971 – to the iProfile Fixed Income Pool, investing primarily in a diversified selection of global government and corporate debt securities.

Wealth and Asset Management