Managers of Wealth Americas

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

PAM AWARDS: Key Private Bank Awarded Best Private Wealth Manager Client Service

Key Private Bank receives its second Private Asset Management award for client service

Foster Dykema Cabot to Join Focus Financial Partners

The transaction is expected to close in the first quarter of 2019, subject to customary closing conditions.

Lombard International Assurance is adapting with the Millennial wealth evolution

With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing

JPMorgan Chase Expanding Economic Opportunity for Black Americans

We are expanding our existing commitment to help create economic opportunity for more black families, businesses, employees, and communities.

Are financial advisers the new life coaches?

CNBC points out that there’s a difference between financial coaching and counselling.

Banco do Brasil private bankers launch Rio-based wealth manager

The wealth manager has a contract with XP to distribute the products on the broker's platform.

Envestnet goes after the richest investors: Q&A with CEO Jud Bergman

Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.

Atlanta bank makes wealth management push into Dallas

he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world

Why Establish A Virtual Multifamily Office?

Many rich families instead prefer the alternative of using a multifamily office.

CrossleyShear Wealth Management Launches CSsports

New division dedicated to serving the unique financial needs of sports professionals

Former Barclays Boss Bob Diamond Closes on $30M Penthouse

The financial bigwig is the latest millionaire to buy in the high-profile Manhattan building

10 Big Financial Mistakes Wealthy Families Make

There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.

Wealth management: The Next Generation

In New York, former Morgan Stanley wealth management head Greg Fleming, now chief executive and co-owner of Rockefeller Capital Management, has a new brokerage licence and is also building strategic advisory.

Women in private banking: Why we need a new normal

Women think differently to men when it comes to running businesses and finances

Wealth and Asset Management