Managers of Wealth Americas

Tactical US Equity Themes: 4 key opportunities

Last week's softer than expected inflation reading has prompted a dramatic shift in financial markets.

Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says

The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.

When will growth reaccelerate?

Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.

Spectrum Wealth Management Joins Focus Financial

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.

North America Family Office Report 2022: Risk reduction, a focus on private equity and a move towards sustainable investing

“In turn, while family offices are more careful about de-risking their portfolios this year, they are also likely to maintain a reasonable level of growth-oriented investments and to be on the lookout for opportunistic deals.

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their po

Why are family offices in a cautious climate making the move to ‘Risky’ Digital Assets?

Considering this culture of caution, it’s perhaps surprising that a large number of family offices continue to not only invest but increase their asset allocation in digital assets, including cryptocurrencies.

Wealth Solutions Report Launches Annual Wealth Exemplar Awards To Honor Exceptional Firms and Individuals Across Wealth Management Industry

Inaugural Awards To Recognize Firms Across A Broad Range Of Industry Sectors Plus Person Of The Year Award

Financial Advisor Jim Martin and Team Launch Nordwand Capital

Clients Consist of a Select Number of Families With Over $100 Million

Sanctuary Wealth's OASIS 2022 Explores the Power of Partnership

Las Vegas gathering welcomed 75 partner firms from the Sanctuary network

Merrill Scoops Up $1B Citi Private Bank Team; First Republic Nabs $1.25B Wells Team

They joined Merrill on a staggered schedule over the past two months after serving out garden leave terms.

Ameriprise Financial Named as One of the Most Trusted Wealth Managers by Investor's Business Daily

This is the second consecutive year Ameriprise has been named to IBD's lists of Most Trusted Financial Companies and Wealth Managers.

UBS Wealth Managers Who Jumped Ship Sued in the US

UBS is now suing seven members of the team saying they contacted UBS clients to lure them to RBC in violation of confidentiality and nonsolicitation agreements.

Credit Suisse accelerates radical restructuring of Investment Bank; Enters into definitive transaction agreements to sell a significant part of its Securitized Products Group to Apollo

As part of the transaction, Apollo has agreed to acquire a significant part of Credit Suisse’s SPG portfolio assets.

Wealth and Asset Management