Managers of Wealth Americas

Freshwater Wealth responds to influx of wealth transfer referrals

It has been estimated by the Productivity Commission in 2021 that around $3.5 trillion in assets will be transferred in Australia alone by 2050

Wealth managers must review their ‘red rotations’

Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.

MBA Wealth Management: Navigating the Intricacies of financial Success

These services can include investment management, financial planning, tax services, retirement planning, and estate planning.

Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise

McCormick brings with him over $151 million in assets under administration.

Wealthy investors help drive surging demand for gold

Family offices and rich individuals likely to be behind record second quarter, says report

Standard Chartered: Second Quarter and Half-Year 2024 Results

Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024

Closing the efficiency gap between public and private markets

Private capital markets have taken huge strides forward over the past decade.

Multigenerational wealth – how to keep it in the family

The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.

Outsourcing for family offices

Given that it’s estimated that extensive single-family offices are only viable from a cost perspective when a family’s wealth reaches the $250 million mark, it remains a high bar for many.

Franklin Templeton and SBI Form JV For Digital Assets

Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan

Ellevest’s Sallie Krawcheck: Looking at the ‘great wealth transfer’ through a gender lens

The industry overlooks the gender lens at its peril: women are expected to gain control of most of that wealth

SEI Reports Second-Quarter 2024 Financial Results

Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.

Ultra-wealthy now worth $75 trillion thanks to rallying equities

A late-year rally in global equities increased the global ultra-high-net-worth population’s total net-worth by 7.6% to US$49.2 trillion, a new report has found.

Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors

Investment to Drive Further M&A Activity and Growth for the Leading RIA

New Altrata Report Finds Growth in the Ultra Wealthy Population Globally

Their collective wealth now totals an immense $49trn — more than the combined GDP of the US and Chinese economies.

Private Banks Call For Trimmed «Trump Trades»

Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.

RBC Wealth Management congratulates advisors named to 2024 Barron’s “Top 100 Women Financial Advisors” list

The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and client retention.

Six J.P. Morgan Advisors Make Barron’s Top 100 Women Financial Advisors

All have been on this ranking for at least three years, and have a combined 40 years on this list.

Deutsche Bank to Hire More US Private Bankers in Wealth Push

They already brought on wealth advisers from rivals such as Citigroup Inc. and Bank of America Corp. since the start of last year.

Expected Drop in Interest Rates Fuels Wealth Management M&A

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Wealth and Asset Management