Managers of Wealth Americas

InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management

New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

TPG acquires minority stake in wealth management firm Creative Planning

The investment in Creative Planning is being made through TPG Capital

Citi Private Bank uncovers family offices top priorities

Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations

Family office space feels the forces of expansion and change

These forces are expected to continue significantly impacting the sector’s expansion.

Family offices, ultra high net worth investors eye private equity

The interest from these two investor groups could bolster fundraising over the next few years.

North American family offices navigating looming wealth transfer with ‘cautious optimism’

The coming years will see a significant shift in control within North American family offices as wealth transitions to the next generation but a report by RBC and Campden finds many remain unprepared

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

Santander and BlackRock boost their work in Private Asset Finance

Partnership for Private Asset Financing widens between Santander and BlackRock

Janet Yellen Sees Lessons from Credit Suisse Failure

he name is already fading from view in international circles, increasingly replaced by the brand of the last major Swiss bank standing – UBS.

Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program

The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.

Miami Multifamily Office Acquired by Brazil’s BTG in Global Push

Firm specializes in high-net-worth clients in Central America

Heirloom Wealth Management Partners with IFI Network to Incorporate Banking Marketplace

The partnership aligns with Heirloom Wealth Management’s commitment to providing clients with comprehensive and personalized financial strategies.

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

Can the next generation step up to the challenge of managing family fortunes?

Family offices express concerns as intergenerational wealth transfer approaches

When generations collide: how younger investors will change the shape of wealth management

America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network

The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors

Wealthy Families Increasingly Question Where in the World to Keep Their Assets

Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.

Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System

Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report

The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.

Wealth and Asset Management