Managers of Wealth Americas

5 Emerging Investment Trends for Wealth Managers in the 2020s

From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.

Refinitiv report on Transformation of Wealth Management – five trends for 2020 and beyond

According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships

Wealth management firm merges to create $1.8B RIA

The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.

Credit Suisse Shed U.S. Private Bank With Designs on Reviving It

They also show how the bank tried to retain its richest clients and left the door wide open to re-enter the market with a different pay structure.

Ultra-Wealthy Demand Up For Single-Family Office Services

The survey found that more than three-quarters of trust and estate planning professionals (78%) said their clients were interested in incorporating impact and sustainable investing as part of their overall wealth plans.

$45bn wealth firm drops model portfolio in fund streamlining effort

Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.

Inside RBC’s efforts to improve corporate governance

Why Royal Bank of Canada took home the 2019 Corporate Governance Award for best overall governance – international

Nicholas Wealth Management named to the 2020 Atlanta Magazine 500 Most Powerful Business Leaders

According to the magazine, the selection process was time consuming and included consulting experts across different sectors.

Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group

Former financial advisor will use first-hand experience as a client-facing wealth manager

Fieldpoint Private shortlisted for four PAM Awards

The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.

'It's like managing a super yacht': Under the hood of Argentina's Andes Wealth Management

Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.

Northern Trust gets boost from investment arms of wealthy families

Dealing with large family offices, they are looking for safety and security, conservative, strong balance sheets.

2020 outlook for asset & wealth management industry

The topics of consolidation, regulation and innovation are front and center

Crestbridge and Willow Street announce fiduciary services US joint venture

A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.

Best-in-state Wealth Advisors

Wealth advisors on our 2020 list manage more than $4 trillion in client assets.

Duff & Phelps to be acquired by global consortium

New Ownership Structure Led by Stone Point Capital and Further Global to Support Long-Term Growth

Fiduciary Trust to Acquire Pennsylvania Trust, Bolstering its National Footprint and Suite of Client Solutions

The acquisition will strengthen Fiduciary Trust’s already robust offerings for servicing multiple generations of high-net-worth and ultra-high-net-worth clients

Scotiabank Releases Revised Q4 2019 Supplementary Financial Information Package Reflecting Previously Announced Business Realignment

The pages in the Supplementary Financial Information Package impacted by the establishment of Global Wealth Management as a distinct business line are summarized in the Notes section.

European Banks: Performance Anxiety?

The sum may be paltry in the context of the American bank’s other businesses but put it in the same category as European players such as Julius Baer which had less than $500 billion in assets at the end of 2019.

Citi Private Bank Hails Fernando Alonso on His Impressive Maiden Dakar Rally

Motor racing’s multiple world champion has again proved his incredible versatility in the iconic race in Saudi Arabia’s desert

Wealth and Asset Management