Managers of Wealth Americas

Proposed USA Tax on International Money Transfers Sparks Global Concern

Triple Threat from US “Revenge Tax”, Risk of Further Dollar Selling

AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better

Unlike many of its competitors, &Partners is employee- and advisor-owned with a very broadly distributed equity base.

Goldman Sachs insiders say Justin Gmelich is causing them concern at Millennium

He only became co-chief investment officer of Millennium in 2023 when a previous incumbent - Bobby Jain - left to found his own hedge fund.

Merit expands into Utah with acquisition of RCM Investments

The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.

Merit expands into Utah with acquisition of RCM Investments

The acquisition, whose financial terms were not shared, adds $281m in assets to Merit’s portfolio.

BlackRock Plans Private Markets Expansion to Court Europe’s Rich

In recent months, BlackRock for the first time began rolling out model portfolios to retail wealth clients in the US that include private equity and credit funds.

US equity funds see weekly redemptions on trade tensions

Investors pulled a net $5.46 billion worth of capital from U.S. equity funds during the week, adding to the previous week's $11.02 billion net sales, data from LSEG Lipper showed.

US regime shift leaves bonds with a licence to thrill

It is confirmation that one of the most trusted assumptions in modern portfolio theory is losing its grip.

3 Components Of Holistic Wealth Management That Can Make Or Break Your Legacy

Addressing these gaps requires you to evaluate your current advisory practice.

Professional Guidance, Planning and Income Solutions Most-Wanted Retirement Benefits Amid Volatility: Morgan Stanley Retirement Study

Results show that while more employees are participating in their workplace retirement plans, they are also responding to economic uncertainty

BMO Financial Group reports Q2 profit of $1.96B as revenue also rises

“The economic backdrop in North America continues to be challenged by the uncertain environment,” said chief executive Darryl White on an earnings call.

NYC Pensions Sell $5B in Private Equity Secondaries to Blackstone

The sale received interest from more than 80 potential bidders.

Global Banks Need Bold Transformation to Unlock Growth in a Fast-Shifting Landscape

Most banks are frustrated with slow value realization from AI and GenAI.

Summit Adds Partner Firms From Raymond James, Northwestern Mutual

Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial.

Ackman's hedge fund Pershing Square bets on Amazon, exits Canadian Pacific

With a value of over $2 trillion, Amazon is one of the world's most valuable companies and has long featured on Ackman's list of most admired businesses.

Acquisition of specialist real estate investment manager IP Generation

Julian Biggins, Joint CEO of MA Financial, said: “IP Generation has an impressive track-record in securing assets, raising capital and delivering strong returns to its investors.

Steward Partners Adds $700M-Georgia-Based Moore’s Wealth

Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth.

IQ-EQ acquires U.S. based South Watch LLC

The South Watch partners, Paul Timmins, Kirby Richards and David Loescher, will continue to lead the business ensuring continuity of the day-to-day delivery of services for its clients.

Capital One Finalizes $35 Billion Discover Purchase

The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S.

Hines Private Wealth Solutions Successfully Completes $194 Million DST

DST offering was designed with investors’ wealth preservation and estate planning needs in mind

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