Managers of Wealth Americas

Santander in talks to acquire part of Julius Baer’s LatAm book

Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.

TMF Group to buy FiduPerú, in deal aimed at expanding LATAM capital markets

TMF Group, a leading provider of high value business services to clients operating and investing globally, is to buy FiduPerú S.A., a Peruvian trust and fiduciary services specialist.

When investing turns into wealth management

The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.

Northern Capital Management Joins Kovitz Investment Group

The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.

RBC ups efforts to recruit women as advisors

The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.

Billionaires Leveraging Up in Case of Downturn, Banker Says

Steiner has expanded Abbot Downing into a $43 billion business since the brand started in 2012, and lending has increased by 5 percent in the past year, according to a spokeswoman.

BNY Mellon investing in more tech to boost private wealth and institutional business

The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York

Cadaret, Grant Expands Wealth Management Platform - Launches Lending Solutions

These advanced lending capabilities will provide Cadaret, Grant advisors with the ability to structure personalized lending solutions to meet the ongoing needs of their high net worth clients

Why Canada's wealth management sector is ripe for disruption

Martin Pelletier: The banks are now using the disruption in the industry to increase their market share by consolidating the independents

Signature Family Wealth Advisors Joins Brown Advisory

The combined resources and expertise of Signature and Brown Advisory will enhance the platform for our industry-leading multi-family office service.”

Florida shop acquired by Forbes family office

Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.

Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group

"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”

One of the Fastest Growing RIA Firms Works with an In-House CPA

CPAs are traditionally compliance-oriented professionals focused on the correct application of tax law to file tax returns.

SEI Named 'Top OCIO Provider'

Company Recognized for Second Consecutive Year

LPL Financial Welcomes Levy, Daniel and McGee Wealth Management

McGee said of their decision to associate with LPL: "We chose LPL for their service and support and because we wanted an independent partner that gives us the choice and freedom to serve our clients' best interests, which is fundamental to our b

Glenmede and Stonehage Fleming agree strategic alliance

Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.

JPMorgan looks to expand newly opened wealth management office in Baltimore

The office has eight employees and is led by Scott Canuel, a former national managing director at PNC Financial Services Group Inc. who oversaw wealth management for the Annapolis area and the Eastern Shore.

Alexandria Capital Partners with Eagle Point to provide HNW clients with access to CLO investments

Investment firm Alexandria Capital has partnered with specialist investment manager Eagle Point Credit Management (Eagle Point) to provide access to collateralised loan obligation (CLO) investments via its family office and high net worth client platform.

enTrust Wealth Advisors Announces its Launch as an Independent Registered Investment Advisor

enTrust Wealth Advisors, LLC has officially launched as an independent SEC-Registered Investment Advisor (RIA).

Wells Fargo merges wealth division with private bank

A new job role will be created to manage the merged unit, which does not yet have a name.

Wealth and Asset Management