Managers of Wealth Americas

Mercer buys $2.5bn UHNW RIA

The deal is the third — and by far the largest — of the year for Mercer.

Morgan Stanley’s wealth-management unit is a key growth area, analysts say

Jefferies analyst Daniel Fannon praises bank’s ‘large wealth management opportunity’

Belmont Capital Advisors Embarks on Significant Expansion to Broaden Wealth Management Services

Belmont Capital Advisors' decision to expand its operations is driven by a growing demand for personalized wealth management services.

Marshall Wealth Management Group has a new name for a new beginning

The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.

Osaic embraces Sturkie Wealth Management Group

The wealth management group Sturkie has been added to Osaic.

Markets focusing on better US prospects

Inflation has continued to fall in the Eurozone, but the core reading (excluding food and energy) remained just above 3% last week.

Lazard's Strategic Overhaul of Mid Wynd Portfolio Spurs Growth: 35 New Holdings Added

This move aligns with Lazard's Global Quality Growth strategy, focusing on sustainable high returns on capital.

BlackRock and Fidelity build positions in Butterfield Bank

Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.

Destiny Family Office Named 2024 Family Wealth Report Awards Finalist for Third Consecutive Year

Prestigious Annual Award Recognizes Exceptionalism in Wealth and Investment Management

Tifin and RBc Wealth Managmeent expand partnership

The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack.

Asset managers finally find favour with top investors

A record nine asset management groups now receive Citywire Elite Companies' top AAA rating after a steady climb over the past seven months.

San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index

In the United States, Texan cities had a strong year.

Apollo looks to credit and wealth to grow third-party fundraising

Jim Zelter, Apollo's co-president, spoke Monday at the UBS Financial Services Conference about opportunities in the wealth channel.

Cetera and Wealth Access launch joint venture

A partnership between Cetera and Wealth Access unites digital banking, trust, and brokerage.

Semi-liquid funds reach $350bn driven by private wealth demand

The number of strategies dedicated to wealth clients has doubled in the last five years, Preqin research shows.

Northern Trust selects Finbourne

Northern Trust outlined specific requirements for a technology provider to support the modernisation of their valuation and reporting capabilities

RBC Tops Estimates as Capital Markets Beat Expectations

Royal Bank injected almost $3 billion to boost City National’s balance sheet last year and has installed new top managers at the unit.

Family Affair

Bringing a new member into a fully operating wealth management business generally offers an injection of optimism along with the prospect of growth.

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

The AmeriFlex Group® Welcomes ERSI Wealth Management to Its Platform

After discussions with their leadership, it was clear the culture and strategy of this firm were right for our practice.

Wealth and Asset Management