Managers of Wealth Americas

Success for UBS in the USA: Green light for the US banking license

The last hurdle has also been cleared: UBS has received a national license in the USA.

BlackRock’s Larry Fink warns AI may intensify wealth inequality

CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.

Maridea Wealth Management Adds Chichester Financial Group

Chichester, who brings over two decades of experience to Maridea, will join the firm as a senior financial planner.

$4.7B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

UBS wealth management outflows threaten US turnaround, analysts and sources say

UBS targets 15% pre-tax margin in US wealth division, up from 13% last year

$5.8B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

Apex Group joins BlackRock's Aladdin® Provider Network to launch a private credit outsourcing solution

Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency

208 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-in-State” List

The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.

What JP Morgan’s Justin Nelson Says Family Offices Actually Handle

Most people have heard the term “family office” tossed around in conversations about old money, Wall Street, or the ultra-wealthy. But ask someone to explain…

Goldman Sachs Invests $42.5M in GeoWealth

The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.

The Private Capital Crisis Is Real

Eight ways to protect your clients and seize opport

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

iCapital® Acquires Hexure to Create the Industry’s First End-to-End Annuity and Insurance Technology Platform

The acquisition empowers financial advisors, distributors, and insurance carriers with a single integrated platform.

Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network.

Wealth and Asset Management