Managers of Wealth Americas

Family Office Competition Heats Up with Boutique Luring Top Bankers

The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.

CIBC extends private wealth brand across U.S.

CIBC Atlantic Trust Private Wealth Management becomes CIBC Private Wealth Management

Merrill Lynch Introduces New Mobile App Features That Make It Easier to Manage Finances

Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.

PPB Capital Partners Launches One-Stop Wealth Manager Portal

Advisors can easily RSVP for events and receive calendar invites directly from the system.

The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting

When delivering services and products, high-caliber multi-family offices ensure that everything they do works cohesively.

2018 Insights on Wealth and Worth

Putting wealth into action

225 years old State Street wants companies to take diversity more seriously

“Know the power of women in leadership. SHE makes a difference.”

Swiss private bank UBP hires top banker to attract more U.S. clients

Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.

Eight Charts That Explain Millennials and the Future of Wealth Management

Data points financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.

HSBC Jade Launches Concierge Service with Innovative Digital Platform to High-Net-Worth Clients

A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button

Seaward Management Announces Rebrand to Prio Wealth

The new brand reinforces the company's focus on helping clients achieve financial and life goals

UBS Merger Hits Roadblock

UBS is faltering on the «improved efficiency» part

BB&T Scott & Stringfellow Expands Fort Worth Office

Bescher has more than 20 years of experience at his previous firm, where he established his team.

State Street Global Advisors Releases Mid-Year Global Market Outlook: Diverging Markets Call for Skilled Stock Pickers

US Pulls Ahead, Protectionism Remains Biggest Risk

EFG to double Chile staff in 5 years

These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.

Mexico's Billionaire Coppel Family Plans $2 Billion IPO

Morgan Stanley and BofA said picked as global coordinators

Real Estate Co-Investment Partnership Clubs For Family Offices

The greatest opportunities in real estate are often deals that are off-market

What seven wealth managers would pay for a top fund

With so much focus on fund fees this year, we asked seven wealth managers how much they think a top performing fund is worth.

Wealth managers see AI as a game changer for HNWI and mass affluent, new Forbes Insights and Temenos report reveals

Digitalization and specifically the use of AI is positively impacting portfolio returns, and improving client communication and overall experience, stated the wealth managers surveyed in the report.

Mercer Advisors Named a Three Time Finalist in the 2018…

Barton has established Mercer Advisors as one of the leading strategic RIA acquirers in the country and has built the M&A function to become a powerful growth engine.

Wealth and Asset Management