Managers of Wealth Americas

The Mather Group Acquires Astraeus Advisers, Launches TMG Family Office

Partnership marks The Mather Group’s second billion-plus AUM acquisition within 90 days—a sign TMG’s inorganic growth strategy is gaining momentum.

Mirabaud launches Uruguay wealth offices

The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.

Wells Team in New York Generating $5.5 Million Joins First Republic

Reached at his new office on Tuesday morning, Schulman said he could not immediately comment on the team’s decision to join the San Francisco-based bank.

Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019

Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa

When the Ultra-Wealthy Give, It Is ‘Almost Like Starting a Business’

It’s no surprise that the types of charitable causes the two groups support overlap, with education the top cause for both.

Mercer Advisors acquires $350 million Asset Manager

RIA Acquisition Expands Mercer Advisors' Presence in the Mid-West

Linda Mack Named Women in Wealth Advocate of the Year at 2019 Private Asset Management Awards

To have been chosen among the other outstanding women shortlisted for this award is truly an honor.

Multi-Single-Family Offices Are the Future for UHNW Families

A comprehensive look at the past, present and future of family offices.

Toronto-based multi-family office joins Focus Financial Partners

We expect Prime Quadrant to be a great platform for additional M&A activity in the ultra-high net worth independent space in Canada.

Exchange Bank expands wealth management business with another acquisition

Joining Exchange Bank from American Trust and Savings Bank are Senior Trust Officer Cathleen Colgan

Ritholtz Wealth Management launches new advisor conference

The conference will focus on investing and technology, which the firm believes to be ‘the future of wealth management.’

First Republic extends CEO's contract, but hints at succession plan

The $99 billion-asset private banking and wealth management company said Thursday that Herbert, 73, would remain CEO until Dec. 31, 2021, and serve as executive chairman until the end of 2028.

HighTower Partners With Green Square Wealth Management

The $2.6 billion fee-only advisory firm brings HighTower's total client assets to $68.6 billion

Canaccord Genuity Group Reports Third Quarter Fiscal 2019 Results

Revenue of $331.6 million, an increase of 7.2% or $22.2 million from $309.4 million

Canaccord Genuity Group takes over advisory firm

Agreement brings complementary advisory expertise in Technology and Healthcare sectors and provides capital light and high margin critical mass to the Company's U.S. operations

Santander Private Banking, named ’Best Private Bank’ in Latin America, Spain, Portugal, Argentina, Chile and Mexico

It won ‘Best Private Banking Overall’ in Latin America and five country awards in its main markets (Spain, Portugal, Mexico, Chile and Argentina).

Itaú Miami private bank boss plans tech overhaul

One area he is looking to grow is the private bank's assets under management.

Compass CFO Solutions Client Base Surpasses $20 Billion in AUM

Company reaches key growth milestone by offering CFO and accounting solutions tailored to the wealth management industry

UBS Forming Business to Service Independent Advisors

The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices and

PAM AWARDS: Mercer Advisors Awarded Best Private Wealth Manager Over $5 Billion

We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager

Wealth and Asset Management