Managers of Wealth Americas

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

Macquarie Asset Management and Hydro Rein announce commencement of commercial operations for 456MW onshore wind power complex in Brazil

To support this commitment, the projects have established a nursery to produce seedlings of native plants species.

CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards

CI GAM earns an industry-leading number of awards for a second consecutive year

Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français

These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.

Fifth Third Wealth Advisors Adds Team, Office in Charlotte, North Carolina

Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US.

Elizabeth Hart at U.S. Bank Private Wealth Management

She takes the time to understand her clients’ unique needs and directs teams of specialists to provide services that help her clients work toward their goals.

Citi revamps pay for wealth bankers

More bonuses will go to those who move client assets into investments, and less to those who sell new loans

Quintet Private Bank Europe S.A. Raises Position in JPMorgan Chase & Co. (NYSE:JPM)

The institutional investor owned 322,510 shares of the financial services provider's stock after purchasing an additional 45,373 shares during the quarter.

Pell Wealth Partners joins Rise Private Wealth Management

Warwick. The combined team now manages over $4 billion in assets.

Wealth Enhancement Group Buys $536M New Jersey RIA

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor

Leading wealth management firm also recognized in Inc. 5000, ThinkAdvisor, and Financial Advisor Magazine Bogart Wealth, an award-win

GYL Financial Synergies Joins The Colony Group

We are thrilled to welcome GYL and its highly skilled and motivated network of talented professionals to our firm

Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS

As part of this deal, FPIS promoted two individuals to partner, Brock Becker and Carl Ekstrom, who are important to the team’s growth strategy.

Donald Trump will shape these 9 areas of wealth management

The slideshow below displays some of the many ways that the next occupant of the White House will shape wealth management upon taking office in January 2025.

Brookfield Asset Management Announces Record Third Quarter Results

$135 Billion of Capital Raised Over LTM, Growing Fee-Bearing Capital 23% to $539 Billion

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

Wealth and Asset Management