Managers of Wealth Americas

UBS wants to shed $5B in wealthy clients’ assets

The firm is picking the bits of Credit Suisse it does and does not want.

Value Partners Fixed Income Investment Outlook

After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.

Why there are still active asset managers

In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.

US private equity firm takes control of Titan Wealth

Parthenon Capital has become the majority shareholder in Titan Wealth after making a ‘major’ investment in the business earlier this year.

Uncertainty over the path of monetary policy looks likely to remain a concern

Equity markets also focused on the more dovish aspects of the meeting, with the S&P 500 climbing 1.1%—marking the strongest three-day rally since March.

Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards

These awards reflect our ability to leverage technology to create innovative solutions in investment advisory for the benefit of our clients and Financial Advisors.

4 key family office trends to watch this fall

Campden is a "community of families" formed around three decades ago and provides networking and research serving family offices.

Callan Family Office and Insights Squared Consulting Group Announce Unique Collaboration

The new program builds on Callan Family Office’s commitment to helping families address the personal dimensions of managing substantial wealth.

Rockefeller Asset Management Launches Fifth Equity UCITS Fund, Expands Small Cap Investment Solutions to Non-U.S. Investors

The Fund promotes environmental and social characteristics pursuant to Article 8 of the Sustainable Finance Disclosure Regulation ("SFDR").

Will Goldman Sachs’s big bet on wealth management work?

David Solomon is counting on the newly merged division to close the bank’s valuation gap — and secure his job

Marilyn Suey, Founder of The Diamond Group Wealth Advisors Named 2023 Five Star Wealth Manager

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.

$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Dakota Wealth Management Acquires JMG Wealth Management Group

Strategic acquisition adds second office in Pennsylvania and first in South Carolina; AUM nears $4 billion mark

McDermott Gall Wealth Management Joins Osaic

Former Raymond James Firm with $215 Million in Client Assets Joins GCG Advisory Partners, One of Osaic's Largest Independent Partners.

Opportunities in high quality bonds

For selective buyers willing to withstand the year-end volatility, the current environment still provides a good opportunity to lock-in attractive yields on tax-exempt municipal bonds.

Mercer Advisors Acquires Singh Advisory, LLC

Expanding Mercer Advisors' Colorado Presence

Choreo Announces Acquisition of Wealth Management Business from BDO

Purchase Brings Approximately $8.1B in Assets Under Management or Advisement to Choreo and Expands the Firm's Leadership Within the CPA Community

HSBC could increase bonuses by $300m this year

Last year's HSBC bonus pool was $3.36bn, so the implication is that this year's bonus pool will be up nearly 9%.

Wealth management leaders to study future of the industry

Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth industry

Can the rise in yields continue?

US government bond yields, especially on longer-dated debt, hit multi-year highs in October.

Wealth and Asset Management