Managers of Wealth Americas

$2B MultiFamily Office Goes Robo With New AI Fintech Qdeck

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

HSBC Global Private Banking moves overweight global equities

Blackstone Billionaire Tony James’ Family Office Spawns New Firm

The fund is set to close this year, said the person, who asked not to be identified as the details are private.

Wealth Managers Bet on More Fuel For Private Credit

Blackstone-backed ASK launches hedge fund for UHNWIs, family offices

The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.

Neuberger Berman and Key Wealth Announce A Proprietary Customized Direct Investment Offering For Key Private Bank Clients

In an evolution of direct indexing, Neuberger Berman's Customize Direct Investing solution will be integrated into Key Wealth's Equity Strategies to help customize portfolios and manage tax impact for Key clients

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

CI Financial Reports Total Assets of $465.9 Billion for February 2024

Canadian wealth management assets of $91.9 billion, Canadian custody assets of $27.1 billion, and U.S. wealth management assets of $218.9 billion.

OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

This collaboration marks a leap forward in delivering next-gen wealth management technology solutions to banks and financial institutions across North America.

EFG Agrees to Pay the US for Possible Sanctions Breaches

The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures

Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management

This expansion highlights Carson Wealth's commitment to delivering exceptional wealth management services nationwide.

Baird Adds The Palm Financial Group to Madison West Office

The firm also has an office in Downtown Madison.

J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom

With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.

UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits

The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.

Blue Owl takes aim at wealth market with investments in alts firms

US private markets firm has a near 50/50 split when it comes to fundraising from institutional and wealth clients.

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground

IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industry's Most Connected and Scaled Wealth Management Platform

Partnership to Leverage the Entirety of the Envestnet Ecosystem, Including Wealth Analytics Capabilities and the Envestnet Credit Exchange to Help Advisors Grow

Wealth and Asset Management