Managers of Wealth Americas

CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français

The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.

UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025

The transaction is anticipated to be completed in the first quarter of 2025.

UBS Joins Sweep-Rate Scramble, Projects Pr

The projected dent in profits lands as UBS' Americas wealth unit posted quarterly and year-on-year profit drops of 3.1% and 17.7%...

Rockefeller Asset Management Expands into Opportunistic Municipals with Three Actively Managed High Yield Bond ETFs

This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.

After UBS earnings, is cash sweep drama over?

Broker-dealers are particularly interest rate sensitive companies.

Single-Family Offices, The Meaning Of Family First And Implications For Wealth Managers

While many single-family offices are high performing, meaning they can deliver exceptional value, some fall short.

Family Office Portfolio Construction: Balancing Tradition And Innovation

The move towards alternatives is even more pronounced among larger American family offices.

Former Raymond James Advisor Launches $1B AUM RIA

Crux Wealth Advisors, founded by advisor Travis Alexander, is planning a multi-phase transition, and it will use BNY Pershing for custody.

Mission Wealth Ranks on the 2024 Inc. 5000

With a 3-year growth rate at 119%, this is Mission Wealth's eighth time being honored on the Inc. 5000 list.

Elite Team Managing $1.5 Billion in Assets Joins Ameriprise Financial for Sophisticated Resources to Take Their Practice to the Next Level

The team of five financial advisors say their high-net-worth clients will benefit from Ameriprise’s innovative and fully integrated digital capabilities

Cetera Leans Into Wealth Expertise in 401(k) Participant Programming

Cetera’s head of workplace and retirement plans believes wealth managers’ skills in serving individual clients give them a leg up in 401(k)-to-wealth convergence.

Family offices race to professionalise services amid industry surge

Governance, management and infrastructure have all improved – but there are still challenges on the horizon

Launch of Sanctuary Wealth AltVantage Program ("SWAP") Provides Advisors with Enhanced Alternative Investment Education for the Next Wave of Client Wealth

Advisors enrolled in the UniFi by CAIA™ Fundamentals of Alternative Investments certificate program are sponsored by Franklin Templeton and FS Investments

New RIA Crux Wealth Advisors Launches With Its First Tranche of $1B+ AUM and Additional Set for 2024

Key collaborators include Decerno, Arete, and BNY Pershing

$8-Mln UBS Team Goes Indie With Ameriprise in Texas

We saw an opportunity with Ameriprise to enhance our client offering

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors”

The ranking is based on interviews, professional credentials, advisor’s compliance records, firm recognition and assets under management.

Citigroup says wealth unit to sell trust services business

The plan comes as CEO Jane Fraser is carrying out a sweeping overhaul in an effort to improve the bank's performance, cut costs and simplify its sprawling businesses.

Elon Musk, Jeff Bezos And Other Ultra-Rich In Crosshairs? Economist Says 'No Going Back' On 2% Minimum Billionaires' Tax Proposal

Citing statistics, the economist said a mere 3,000 people now boast of $14.4 trillion of wealth, which equates to 13% of the world’s GDP.

Charlotte wealth management firm with $1.1B in assets bought by Corient

That includes assets it acquired from Byron and Weston, Florida-based Emerald Multi-Family Office in deals that closed July 31.

Wealth managers keep their cool amid summer stock storm

Last week’s market volatility did not deter wealth managers from their course, with most prepared to wait or take advantage of share price drops.

Wealth and Asset Management