Managers of Wealth Americas

Suntera Global establishes US presence with strategic fund services acquisition

The acquisition of Socium, which requires no regulatory approval and completes with immediate effect

True Capital Management acquires $200m boutique wealth advisory firm

They will continue to co-lead the Nashville team as True Capital’s Nashville office.

What Private Bankers Need to Know Before Moving to Wealth Management

It used to be that large brokerage firms tended to keep their distance when it came to recruiting talent from private banks

ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services

Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.

SURA Investment Management and Edmond de Rothschild Asset Management Forge an Alliance

This partnership creates a new opportunity to make the full spectrum of investment capabilities of both firms available to investors in the region.

Bluespring Wealth Partners Completes Sixth Transaction Of 2022 With Acquisition Of $280 Million Joule Financial

The firm serves over 600 families throughout the nation, and prides itself on its ability to help all clients identify, plan, and reach their financial goals.

Scotiabank and CDSPI Announce Strategic Agreement

CDSPI will continue to provide insurance, investment and private wealth management advice and solutions to dental association members.

Prospera Financial Services Launches Advisor Practice Exchange Program (APEX) To Assist Advisors Acquire Practices or Create Succession Plans

The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients

Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast

A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

One of the most important benefits of budgeting is that you always know how your money is being used.

Arvest Wealth Management named again to list of top $100M adviser teams in U.S.

"As the nation's leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,"

How the ground is shifting in the financial advice landscape

To improve the client experience, wealth managers and private banks will soon combine people with digital technologies

RBC Wealth Lures $200M FA from Wells Fargo

Lessard started in the industry in 1989, when he registered with McLaughlin, Piven, Vogel Securities

FamilyWealth Named to WealthTech 100 List

FamilyWealth recognized in the 2022 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial services industry.

UBS to Launch Alternatives Program for Ultra-Wealthy Clients

The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.

Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network

The firm currently manages $165 million in Assets under Management.

Itaú Private Bank's Miami flows hit record as Brazilians flock offshore

On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’

Taylor Rules!

Remember also that inflation is not just a demand phenomenon.

IG Wealth Management introduces new U.S.-focused investment solution

Canadians who are US taxpayers or who seek a well-diversified portfolio for their US funds can benefit from the product suites

Santander Private Bank to recruit up to 20 advisors for Brazil biz

In order to capture and retain clients, the bank has been on a recruiting spree to attract top private banking talent.

Wealth and Asset Management