Managers of Wealth Americas

Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

FalconPoint Partners Launches as New Private Equity Firm to Invest in Business Services and Industrials Companies

Firm to Leverage Partnership Orientation and Relationship-Driven Sourcing Strategy to Identify and Elevate Businesses That Serve an Essential Role in Their Markets

Private Equity Managers Urged to Adjust Value Creation Approach

McKinsey analysts have identified two key principles for PE buyout managers to maximize operational value creation

Why big banks and pension giants are likely breathing easier after the Liberal budget

Bank of America's FICC hiring gave it its best quarter in years, barely

The bank credited this to a strong performance in derivatives, which it was hiring strongly in earlier this year, also across EMEA.

Dynasty Financial helps $550M Merrill team go independent

Six advisors break away from the wirehouse to launch a firm in Alabama.

BCG Delivers 20th Consecutive Year of Growth

Worldwide Revenue Reached Record $12.3 Billion in 2023

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

With growing advisor appetite for private credit investment opportunities, Bain Capital Credit partners with iCapital to create bespoke Bain Capital platform

Jack Henry signs United Bank

United Bank needed a well-rounded and open technology provider to meet the needs of retail and small business customers and improve its lending and CFDI reporting.

CapIntel Renews Partnership with IG Wealth Management

Continued partnership will enable IG Wealth Management advisors to deliver exceptional client value

Sound Income Group Founder, CEO David Scranton to Speak at Wealth Management EDGE

Wealth Management EDGE brings together three industry-leading brands

FLX Networks Partners with GK3 Capital to Provide Premier Digital Sales and Marketing for Asset Managers and Wealth Management Firms

Collaborative venture sets a new standard for digital-first sales and marketing, revolutionizing engagement for the financial industry

Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial

Partnership gives Kinecta Wealth Management clients access to an impressive suite of solutions and services offered by Ameriprise Financial

Axis Capital launches new specialty unit in Canada

The company said the expansion into EIL in Canada is supported by the existing Environmental team that is well established within AXIS in the US.

Waverly Advisors Acquires McShane Partners

Waverly expands into Charlotte, North Carolina

Fund and loan administration services for a leading private debt manager

Their investor base spans across EMEA, Asia and North America with over $10bn in AUM.

State Street Earns MLT’s Hispanic Equity at Work Bronze Certification and Black Equity at Work Bronze Recertification

MLT has worked with and supported employers in their journey toward racial equity

Lancashire launches US subsidiary

Lancashore announced last August that it would open a US subsidiary

Savvy Investors Are Capitalizing on Prime Real Estate Opportunities

The USA accounts for 32% of the world’s total wealth and 37% of the world’s millionaires.

Steward Partners builds over $1bn in new client assets

Steward Partners is set to commence 2024 with over $1bn in new client assets.