Managers of Wealth Americas

Fieldpoint Private Strengthens Banking Team Adding Four Managing Directors

Bank welcomes key industry hires in private and commercial banking

UBS advisor team in the Midwest market named among Barron’s Top 100 Private Wealth Management Teams

The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.

WealthManagement.com Announces 2022 'Wealthies' Finalists

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results

Fiscal 2022 common share year dividend payout increased 28% year-over-year

UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago

The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.

Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.

PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.

UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List

David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients

Worldsource Wealth Management launches Conquest Planning’s intuitive financial planning solution

Worldsource now offering platform as an enterprise-wide solution to entire Wealth Management segment

Why Do The Ultra-Wealthy Use Private Banks?

Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.

Fifth Third Private Bank Demonstrates Its Commitment to Ethical Standards With Inaugural Wealth for Good Award

Fifth Third Private Bank was awarded the “Best Bank ESG Communication Strategy – Americas” at 2022 inaugural WealthBriefing.

Female Advisors Are The Future Of Wealth Management

During the same period, nearly 40% of financial advisors are expected to retire.

Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC

GreenUp Wealth Management LLC was founded with the mission to guide and accompany clients through the journey to a fulfilling financial future.

Credit Suisse's De Ferrari In First Interview as Wealth Management Head

Since starting his role this year, De Ferrari has set up the structure, selected his team, and is now starting to travel to all the major markets to learn about the business in each region

The Harbourfront Group of Companies Reports First Quarter 2022 Financial Results

Harbourfront continues to maintain a 100% advisor retention rate and onboarded new teams in the first quarter

Rockefeller Welcomes The Mendoza Group to its Rockefeller Global Family Office

Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.

CIBC reports Q2 profit down from year ago, wealth management profit up 20%

CIBC’s Canadian commercial banking and wealth management business earned $480 million for the quarter

NFP Acquires Financial Advisory Firm Simon Shirley Advisors

Acquisition expands NFP's presence, employee benefits and wealth management offerings in Ireland

BMO Financial Group Reports Second Quarter 2022 Results

This collaboration brings innovative sustainable finance solutions to Canadian businesses, to help them transition from carbon-intensive operations to those that can eliminate or significantly reduce emissions, supporting our collective ambition for a net

Cresent to Merge with Family Wealth Firm

The merger is expected to be complete within 30 days, pending regulatory approval.

Schroders puts bond yields under the spotlight

Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.

Wealth and Asset Management