Managers of Wealth Americas

Credit Suisse Deal With Michael Klein Raises «Serious Issues»

Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.

Forbes Ranks 13 William Blair Wealth Management Teams Best in State

Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under

Public pension plans tilt toward alternatives

The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.

How Brian Stein, A Private Wealth Manager, Assists Clients in Navigating the Spectrum of Liquidity

With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.

Wealth managers most bullish on bonds since 2009

‘There is hope that 2023 will be a better year for investors’

Goldman Sachs Asset Management allocates $15.2bn for PE-backed junior debt investments

The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund

Citigroup to launch search for new wealth management chief

Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.

CS First Boston – Payday For the Klein Brothers

Klein's boutique will be merged with CS First Boston to which Credit Suisse plans to outsource large parts of its international investment banking and sell it to third parties in a further step.

Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm

Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.

J.P. Morgan Private Bank releases study on global billionaires

Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments

UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list

Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Clients can fund their investment accounts more easily and quickly via the mobile app

The Building Blocks of a Durable Family Office

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Canaccord's management seeks to acquire firm in C$1.13 bln deal

In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.

Mercer Advisors Acquires Empyrion Wealth Management, Inc.

Mercer Advisors was a natural choice for me, my team, and our clients.

The Most Effective Way To Move Upmarket

For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

Digital Currency Group shutdowns wealth management business

Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.

Linda Mack of Mack International shortlisted in 2022 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year

Linda Mack of Mack International has been shortlisted in two categories by the With Intelligence Private Asset Management Awards: Best Business Consulting Firm for Family Offices and Women in Wealth Advocate of the Year 2022

South Carolina-based Wealth Management Group Announces Milestone Annual Growth

Apollon Holdings saw significant expansion, with four RIA acquisitions across the U.S.

Wealth and Asset Management