Managers of Wealth Americas

Has rotation away from the Magnificent Seven begun?

Both the FTSE 100 and S&P 500 indices are standing at near all-time highs, a phenomenon that raises critical questions about dynamics of global markets.

TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms

Entrepreneurial advisors choose RFG Advisory’s innovative approach and enhanced platform to support their businesses

Citadel prospectus reveals $57bn in gains from largest funds

These three funds — Wellington, Kensington, and Kensington II — began 2021 with $23.6bn in assets.

LI private banking sector continues growth through local expansions

And that growth continues during a tumultuous period when the Federal Reserve Bank has opted to keep interest rate changes on hold.

Carnegie Investment Counsel Acquires $1.3B AUM Eagle Ridge Investment Management

The two leading advisory firms partner to expand services and deliver sophisticated, tailored investment solutions

Calastone expands Brazilian network through addition of fund administrator Vortx

This connection automates the processing of fund orders, reducing the operational burden for Vortx and its clients and supporting their ability to scale as the market continues to grow.

SMBC Group Americas Unit Designated Primary Dealer by Federal Reserve Bank of New York

The primary dealer designation exemplifies SMBC Group’s commitment to offering best-in-class service and execution to a global client base.

Advisor with $110 Million Joins Ameriprise Financial Citing Impressive Wealth Management Platform and Support Resources

The practice is supported locally by Ameriprise Franchise Field Vice President Sabrina Tacheny and Ameriprise Regional Vice President Tres Rouquette.

Kestra Holdings Completes Recapitalization Including Stone Point Capital

Renewed partnership to help fuel continued growth of the Kestra ecosystem

T. Rowe Price, OHA and Aspida Forming Strategic Partnership

This announcement marks another significant step in our commitment to delivering exceptional financial security and service to our clients

Citizens Deepens Wealth Capabilities with Addition of New Delaware Trust Company

This is the latest move as part of Citizens’ commitment to expanding capabilities

Cayman Finance connects with industry leaders at Miami Hedge Fund Week

MHFW is one of the most important events on the alternative investment community’s calendar

US insurers favour Bermuda reinsurance solutions

Fitch analysts said public policy changes, worsening natural disasters and broader economic uncertainties will affect major sectors of US insurance.

Orange County Bancorp, Inc. Announces Strategic Realignment of Internal Divisions to Enhance its Wealth Management Services

Wealth and asset management offerings rebranded as Orange Wealth Management

Alternative Investments