Managers of Wealth Americas

Swiss private bank Mirabaud aims to double LatAm wealth assets

The group is aiming to hit $8bn in assets under management in Latin America over the next six years.

ASIC issues infringement notice to Northern Trust Asset Management for greenwashing

ASIC was concerned the information in the PDSs was misleading because the Carbon Emissions Exclusion Screen was not properly applied.

Wealth Enhancement Group Expands with the Acquisition of Asset Management Resources

As expansion continues in the northeast, this marks Wealth Enhancement Group's 18th acquisition of 2023.

IG Wealth Management Enhances Diversification Opportunities with Expanded Private Market Exposure in iProfile

Firm announces private equity commitment to Northleaf IG European PE Holdings

Linda Mack of Mack International shortlisted in 2023 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year

Shifting Wealth: Embracing the Role of Women

As this money moves, women are increasingly at the helm of house-hold ﬁnancial decisions

Osaic Announces Acquisition of Lincoln Wealth

Acquisition continues Osaic's strategic growth with addition of more than 1,450 producing advisors and $108B in AUM

Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management

The appointment followed a review by Waverton of its operating model intended to help align its operational structure with plans to expand its product range and investment capabilities.

Wealth Management Firm Crestone Capital Announces Two New Shareholders

Peterson brings decades of marketing experience to the firm, which she joined more than 11 years ago.

Lido Advisors Expands Further into New England Market

Partnership with Claybrook Capital represents strong cultural fit and brings additional expertise in planning and executive compensation

UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale

Seven financial advisors in the region completed advanced training and received industry certifications to support business owners and UHNW investors

High-net-worth individuals and families have worrying gaps in their financial security

New report shows lack of protection for possessions, data and reputation

Harlan Partners Joins Crescent Wealth Management as an Affiliate Partner

This partnership brings an expanded scope of services in the financial and insurance industry, allowing the managing partners of Harlan to offer more sophisticated solutions to their clients.

Independent Investment Advisors Honored with the Prestigious 2024 Five Star Wealth Manager Award

Independent Investment Advisors is thrilled that Goran Ognjenovic, our founder, and principal advisor, has been recognized as 2024 Five Star Wealth Manager.

Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight

Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.

Charting new horizons: empowerment and strategy in women's wealth management

Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration

Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes

Leading wealth management firm also recently ranked in Financial Planning Magazine, SmartAsset, and Washington Business Journal

Macquarie Asset Management Launches Outlook 2024

Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.

American private market giant gains a foothold in Zurich

The private market specialist is particularly interested in the very wealthy customers of private banks in this country.

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

This is Merit's twenty-second acquisition

Wealth and Asset Management