Managers of Wealth Americas

UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits

The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.

Blue Owl takes aim at wealth market with investments in alts firms

US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform

Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs

Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years

Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.

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.

Wealth and Asset Management