Managers of Wealth Americas

Choreo unveils tax platform to shift wealth management

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

Concurrent Snags Six New Advisors, $885M in AUM

The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.

Newcomer RIA Serenus goes bicoastal with New York City office

Prior to Serenus, Mandl most recently served as managing director at Certuity

Dynasty Financial Partners and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics

Two-thirds of wealth manager and financial adviser respondents highlight that the potential for higher returns than public markets is the most important benefit for investing in private markets for their clients

New Wealth Firm Launches With Plans to Buy Practices Where Founder Is Looking for an Exit

VestGen says its answer is to acquire a firm and serve as a sort of matchmaker

Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth

Emerging artificial intelligence tools are simplifying portfolio construction and management and helping accelerate client growth.

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth

With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas

Canada's RBC beats profit estimates on HSBC addition, wealth management strength

RBC also rejigged its leadership earlier this year and made changes to its business segments as the lender positions itself for the next phase of growth while absorbing HSBC's domestic operations.

Professional mindset key to playing happy family offices

Some family offices may never withstand the pressures of a generational transfer.

Wealth Management Startups See Funding Rise

Investors are backing their visions as well.

Kestra Private Wealth Services Adds $427 Million Arc Private Wealth

Ohio-based firm brings over 40 years of experience to the wealth management platform

Goldman Sachs Wealth Management Competitor Profile 2024

Goldman Sachs is one of the world's leading investment banks.

Masttro Launches Next-Gen Platform for Wealth Management

New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients

The Power Of Holistic Wealth Management For High-Net-Worth Individuals

Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.

BlackRock targets private credit growth with $12 bln HPS acquisition

BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.

Jonathane Ricci and JR Wealth Management Guide Clients Toward Global Financial Harmony with International Tax Planning

JR Wealth Management expands International Tax Planning services for high-net-worth individuals.

BNP Paribas Wealth Management presents its five most relevant investment themes for 2025

Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.

Addenda Capital Partners With OneVest to Enhance Its Advisors’ and Clients’ Private Wealth Experience

This decision aligns with Addenda Capital’s focus on expanding and enhancing its Private Wealth division.

Wealth and Asset Management