Managers of Wealth Americas

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.

National Wealth Management to Join Cary Street Partners

Further Expands Cary Street Partners’ New Jersey Presence

23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List

“Congratulations to our advisors on this momentous industry recognition,”

JP Morgan wealth business registers 20% slump in Q1 profit

During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.

Rhodes wealth management agrees merger with financial advice firm

The link-up with experienced Paul Brainbridge, a fellow St. James's Place partner, has been agreed as Bainbridge moves towards retirement in coming years.

Goldman Sachs wealth management powers profit beat as M&A wave ebbs

The bank has been taking measures under Chief Executive David Solomon to diversify its revenue stream and earn more from predictable sources like consumer banking, wealth and asset management.

Apex Group continues US growth with acquisition

This strategic acquisition serves to further strengthen Apex’s offering for clients in the US market and enhances its ability to offer a comprehensive and high-quality service to clients of all sizes, delivered by local market experts.

Creative Planning adds $644 million in Keystone Wealth Partners deal

Keystone's team-based approach is described as having sealed the deal; the firm's 29 employees include advisers, attorneys and CPAs.

Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors

Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products

Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List

This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched

US Investment Firm Stephens Takes Stake in CRUX

We are excited to make an investment in CRUX Asset Management

Morgan Stanley Added $25B to Family Office Unit in 2021

The company has revamped the platform it uses for hedge fund clients for the family office unit.

RBC Global Asset Management Launches China Equity Fund

The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.

Advisor Group Welcomes Gallagher's Retirement Plan Consulting Practice To Its Network

New member adds 90 advisors, 50 support staff to independent wealth management network

Wealth and Asset Management