Managers of Wealth Americas

Forbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team

The team was ranked 33 on Forbes and SHOOK Research's annual list

UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list

This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.

U.S. Fine Causes Pictet's Profits to Plummet

The reason for this is a fine that the bank had to pay to authorities in the tax dispute with the US.

Stamford’s NewEdge Wealth opens Atlanta office

NewEdge Wealth now has 10 offices around the country.

Young Americans’ Wealth Grew 80% Since 2019, But There’s a Catch

They've invested their savings in stocks.

Blackstone Opens Private Credit Fund to French Retail Investors

Asset manager aims to expand offer to other European countries

Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list

Four of the teams are based in Phoenix, two are in Tucson, and one is in Scottsdale.

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

Brookfield Announces $10 Billion First Closing for Second Brookfield Global Transition Fund

World’s largest private fund dedicated to investing in the net zero economy

UBS's fourth-quarter and full-year 2023 results

Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance

$1.3 Billion Advisor Team Joins UBS in Albany, New York

James Hart brings over 30 years of wealth management experience to UBS.

Successful Entrepreneurs Building Family Dynasties

Therefore, many families must significantly grow their fortunes, proving each family member's power comparable to what they have today.

Chase Buchanan Wealth Management Comments on Changing Global Economic Growth Forecasts for 2024

As we power into a new year, Chase Buchanan Wealth Management comments on 2024 global economic growth forecasts

Steven Cohen's Point72 Asset Management Acquires New Stake in Iterum Therapeutics PLC

The transaction was executed at a trade price of $1.58 per share, marking a new holding for the firm in its diverse investment portfolio.

Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA

The Richmond region, rich in history, culture, and tourism, is one of the fastest growing in the state.

Wealth and Asset Management