Managers of Wealth Americas

Elon Musk's Wealth Takes A $40 Billion Hit In 2024

The decrease in Musk’s wealth is primarily linked to Tesla‘s share price, which has seen a decline of nearly 29% in 2024.

Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program

Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice

Indianapolis Team Leaves Stifel to Create M&K Legacy Wealth – a Registered Investment Advisor

M&K is a people-first culture with deep compassion for serving families, building trusted, multi-generational relationships, and providing an exceptional experience.

BNP Paribas Asset Management leads the way to accelerate Net Zero ambitions in partnership with NYC Comptroller’s Office and Climate & Nature Solutions

This joint initiative aims to provide clear guidance to the institutional investment community, to reposition their portfolios for sustainable growth.

UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List

Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.

Perigon Wealth Management Expands With Two New Firms

The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.

Mercer buys $2.5bn UHNW RIA

The deal is the third — and by far the largest — of the year for Mercer.

Morgan Stanley’s wealth-management unit is a key growth area, analysts say

Jefferies analyst Daniel Fannon praises bank’s ‘large wealth management opportunity’

Belmont Capital Advisors Embarks on Significant Expansion to Broaden Wealth Management Services

Belmont Capital Advisors' decision to expand its operations is driven by a growing demand for personalized wealth management services.

Marshall Wealth Management Group has a new name for a new beginning

The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.

Osaic embraces Sturkie Wealth Management Group

The wealth management group Sturkie has been added to Osaic.

Markets focusing on better US prospects

Inflation has continued to fall in the Eurozone, but the core reading (excluding food and energy) remained just above 3% last week.

Lazard's Strategic Overhaul of Mid Wynd Portfolio Spurs Growth: 35 New Holdings Added

This move aligns with Lazard's Global Quality Growth strategy, focusing on sustainable high returns on capital.

BlackRock and Fidelity build positions in Butterfield Bank

Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.

Destiny Family Office Named 2024 Family Wealth Report Awards Finalist for Third Consecutive Year

Prestigious Annual Award Recognizes Exceptionalism in Wealth and Investment Management

Tifin and RBc Wealth Managmeent expand partnership

The team at TIFIN has been extremely collaborative and innovative in addressing our needs and integrating their advanced models into our CRM and marketing technology stack.

Asset managers finally find favour with top investors

A record nine asset management groups now receive Citywire Elite Companies' top AAA rating after a steady climb over the past seven months.

San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index

In the United States, Texan cities had a strong year.

Apollo looks to credit and wealth to grow third-party fundraising

Jim Zelter, Apollo's co-president, spoke Monday at the UBS Financial Services Conference about opportunities in the wealth channel.

Cetera and Wealth Access launch joint venture

A partnership between Cetera and Wealth Access unites digital banking, trust, and brokerage.

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