Managers of Wealth Americas

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.

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

Family offices need to evolve to meet the changing needs of wealthy clients

Several key pillars are identified by a report from Morgan Stanley.

‘We expect the Spanish economy to grow at a fast pace’ – an interview with Michael Strobaek, our Global CIO

Strobaek, who arrived from Credit Suisse where he was on the board of directors, says the US is one of the Swiss bank's favoured geographies for the year ahead.

Independent Advisor Solutions forges alliance with Goldman Sachs

This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.

Redefining Wealth- Transformative Gift Names Langston Wealth Management Center at University of Texas

In 2022, the couple co-founded the John and Candace Langston Fellowship at McCombs, awarded each year to high-achieving students newly admitted to the wealth management program.

J.P. Morgan Private Bank report reveals how wealthy families can adapt in a complex world

New Global Family Office Report highlights governance, succession planning, investment management and cybersecurity as key areas of concern

Wealth and Asset Management