Managers of Wealth Americas

UK wealth manager seals US strategic partnership

The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.

Goldman Sachs to speed up push into US wealth management

Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market

Melinda Gates is funding this Wall Street rebel who is teaching women to invest and stick it to the banks

Sallie Krawcheck held top posts at Citigroup and Merrill Lynch but was pushed out from both.

David Tepper Sees Path for Family Office

Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.

Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies

The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.

Citywealth Names Katten International and US Law Firm of the Year

The Citywealth Magic Circle Awards are based on nominations that illustrate services provided, case studies, in-depth knowledge, and leadership and vision, among other areas.

Goldman Sachs’ Wealth Shift

Goldman Sachs didn't get quite that specific in its statement on the deal

Despite High Satisfaction Rates Among HNW Investors, FAs Need to Set Themselves Apart

To that end, the survey also polled investors on what they consider the essential traits for an advisor.

Goldman Sachs makes biggest acquisition in nearly 20 years

Major acquisitions have been rare in the post-crisis world as Wall Street firms focus on avoiding the wrath of regulators and politicians.

Wealthy Chicago clans connect to invest

Chicago families with more than $1 billion to invest are pooling their fortunes for bigger investments.

Family Offices Grow Their CRE Holdings

Current conditions in the capital markets are prompting high-net-worth individuals to fill in gaps left by other funding sources, according to Lonnie Vidaurri of Starpoint Properties.

UBS Eliminates More Than 150 Jobs as It Reviews Staffing

Cutting back-office costs has been a focus of UBS and its crosstown rival Credit Suisse Group AG for years.

Hines & Warner Wealth Management to Join Focus Partner Firm Vista Wealth Management Group

The combination of the two firms also promotes continuity of service for Hines Warner and their clients as they join a like-minded organization in Vista.

Zoe Financial Wins Morningstar's Annual Fintech Competition

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

Wealth advisers flee big banks for smaller firms

Breakaways are occurring more frequently as advisers hope to exert greater control and keep a larger share of the revenue

Wealth Advisers Are Fleeing Big Banks For Smaller Firms

Breakaway firms have parked $25 billion on Dynasty’s platform

CIBC AM makes portfolio management changes

CIBC Private Wealth Advisors will assume advisor responsibilities for three funds

Financial advisers form Portland wealth management firm

All of the advisers had worked at UBS before forming Great Diamond Partners.

Benjamin F Edwards launches registered investment adviser

The firm is debuting with Blake and Connor Dunlop of the Dunlop Investment Group, a father-son duo who manage USD230 million in client assets.

The Marijuana Industry’s Dirty Little Secret

After securing a major $4 billion investment from beverage giant Constellation Brands, it seemed like Canopy Growth was on the top of the world.

Wealth and Asset Management