Managers of Wealth Americas

Raymond James Adds $580M Team From Wells Fargo

The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa.

UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios

Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation

Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.

The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.

Can Fund Managers’ Fee Cuts Win Back Clients?

Active and passive managers brought in one-third of the amount of money in the first quarter of 2022 as they did a year earlier. Blame volatility and competition from alternatives.

Key Family Wealth Recognized for 'Best Family Office Solution' at the 2022 family wealth report awards

This distinction recognizes Key Family Wealth's deep industry expertise and its ability to deliver impactful tax advantaged solutions to the largest and most complex families across the country.

Citi Speeds Push to Add 700 Private Bankers With Europe Outposts

Citigroup will increase headcount at both offices in coming months.

BMO Wealth Management Appoints Leaders for BMO Private Wealth Canada

Meghan Meger and Geoff Newton appointed Co-Heads of BMO Private Wealth Canada

UBS Advisors Named to Barron’s Top 1,200 Financial Advisors List

The Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation's most productive advisors.

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

Most portfolios can have a place for investments with both active and passive management

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

New trust company leverages the benefits of America’s most progressive tax laws for clients

Truxton Trust Announces New Role for Founding Leader of Wealth Management

Truxton Trust recently named Drew Mallory as Chief Fiduciary Officer and appointed three new Managing Directors within the Wealth Management business.

Broadridge Wins Innovation in Governance and Proxy Voting Award

Recognised as leaders in advancing corporate governance through proxy voting and disclosure services

Ultra-Rich Investors Flock to Bank of America’s Wealth Management Businesses

“It’s not just a Florida story or just a Silicon Valley story, it’s growth in the business around the U.S. reflecting broad trends in the ultra-high-net-worth market.”

Focus partner buys $740m Arizona RIA

This transaction is another example of how we add value to our partners,’ stated Focus chief executive Rudy Adolf.

Cerity Partners welcomes permit capital advisors

Cerity Partners delivers a full suite of wealth management solutions to serve the complex financial lives of its clientele.

Shifting horizons: How family offices are responding to Rapid Economic & Social Change

BNY Mellon’s unwavering commitment to serving today’s modern family office has led us to partner with The Harris Poll to produce this report.

Why Investors Need to Watch the Rising Dollar

So far this year, the dollar is up about 8% against a basket of other major currencies. It has risen a staggering 13.6% over the past 12 months and recently hit a 20-year high.

Broadridge Reports Third Quarter

Increasing Fiscal Year 2022 Adjusted EPS Growth Guidance to 13-15% from 11-15%

Peak hawkishness for rates, but can the consumer handle it?

With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.

Raymond James Financial Reports Second Quarter of Fiscal 2022 Results

Quarterly net revenues grew 13% over the prior year’s fiscal second quarter primarily driven by higher asset management and related administrative fees, reflecting the strong year-over-year growth in Private Client Group assets in fee-based accounts

Wealth and Asset Management