Managers of Wealth Americas

Savant CEO Brent Brodeski Named a 2024 Chicago Titan

Program recognizes Chicago’s top 100 CEOs and C-Level executives.

A Closer Look at the Technology Reshaping Family Offices

Band-aid solutions will no longer work.

Why The Wealth Management Value Proposition Is Best-In-Class

I’ve come to believe that disruptive change is the ultimate moment when your value proposition either holds or fails.

Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital

The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.

Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year

The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.

Northern Trust Named Best Private Bank for Family Offices and Succession Planning

There were several initiatives from Northern Trust which the judges felt worthy of note

Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny

Regulator has sought stronger anti-money laundering controls

Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group

Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL

Valley National Bank and FusionIQ collaborate on digital wealth solutions

FusionIQ, a cloud-based wealth management firm, has established a strategic alliance with New Jersey-based Valley Bank.

Brookfield Asset Management Announces Strong Third Quarter Results

Strong Fundraising with $61 Billion of Capital Raised Year-to-Date; Remain on Track to Achieve Capital Raising Target of Close to $150 Billion

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

Wealth and Asset Management