Managers of Wealth Americas

Wealth Asset Breakdown: America’s Top 0.1% vs. Bottom 50%

Meanwhile, the bottom 50%’s largest category of wealth is real estate, most likely their primary homes.

BNY selling building on Greenwich's Mason Street, closing private bank branch

The four-story building at the top of Mason Street carries an appraised value of $27,474,600

A private bank that offers an alternative to large institutions in New York City

The opening of our Financial Center makes us whole

Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List

The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

J.P. Morgan Asset Management Unveils New JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)

Fund joins HELO in the firm's Hedged Equity suite

Santander, the World's Best for International Latin American Clients by Euromoney

The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.

The world’s best private bank 2025: Goldman Sachs

rawing on over a century and a half of experience, it leverages its resources, investment platform, global network and lending capacity to deliver a host of tailored solutions to clients.

BMO Named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards

These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients

Fifth Third Private Bank Named “United States Best for High Net Worth” by Euromoney

Euromoney’s Private Banking Awards are the preeminent annual awards program of the worldwide private banking and wealth management industry.

Robinhood to bring wealth management, private banking to retail investors

Users with as little as $50 in investments can access portfolios of exchange-traded funds managed by Robinhood's investment experts.

Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List

Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.

Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets

The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.

Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown

The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.

Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs

The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.

Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth

Bloomberg's post-trade operations capabilities allow the firm to complete inbound reconciliation processes from their custodian partners, as well.

Waverly expands with acquisition of GGM Wealth Advisor

The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.

The art of getting a job in a family office

People want to work for family offices because they can be more interesting than other employers in finance.

Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund

There is no change to the investment objective of the Fund.

2025 Wealth Industry Survey: The eve of disruption

Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.

The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams

To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.

Wealth and Asset Management