Managers of Wealth Americas

Customer churn: “AI brings advisors to cases that would otherwise go undetected”

Companies in all industries are exploring how they can reorganize their business using AI.

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

The finalists are selected based on several criteria, including whether planners maintain a strict fiduciary duty to their clients in wealth management and investment advisory services.

Goldman Sachs AM expects more return dispersion across asset classes

An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.

The Disconnect on Alts Between Asset Managers and Financial Advisors Persists

Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.

Wealth managers help clients reach financial goals

Situational awareness said to be important attribute for adviser

LatAm advisors join forces to launch investment consultancy for wealth managers

Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.

Family offices ride out turbulent third quarter without a retreat to cash

Family office investors defied expectations of a retreat to cash as investors increased their exposure to equities and fixed income, Citi Private Bank's Hannes Hofmann tells Spear's

Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards

The annual awards support and recognise the leading woman and companies within the private wealth industry.

Miller Family Wealth Management Joins Steward Partners

First partner in Georgia is a former Wells Fargo team with $275 Million AUM

Citigroup lifer leaves head of wealth services role amid reorganization

The Wall Street firm is working on an overhaul of its wealth business structure.

BBVA, Best Private Bank in Peru and Best Private Bank for Customer Service in Latin America, according to The Banker

The magazine remarked that the bank’s formidable contact, outreach and segmentation efforts had led to a significant increase in new customers and assets under management.

Edward Jones Opens the Door for Advisors to Take Discretion

The new advisor-managed program follows a series of changes in recent years aimed at bringing the St. Louis-based wealth management firm more in-line with common industry practices.

UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List

The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice.

Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners

The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.

What's next for bonds in 2024?

We prefer fixed income to equities in our global strategy for 2024.

Private banking: Here’s how it works

Private banks and wealth management firms, which cater to wealthy individuals, typically assign clients a main representative.

Wealth Enhancement Group Grows by Adding Wealth Management Group, LLC, a Hybrid RIA with Over $117 Million in Client Assets

As expansion continues on the East Coast, this acquisition brings Wealth Enhancement Group's total client assets to $68.6 billion.

Wealth and Asset Management