Managers of Wealth Americas

Goldman Sachs offers former partners exclusive access to ‘1869 fund’

Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets

MJP Wealth Advisors President Brian Vendig Named to the Forbes/SHOOK Best-In-State Wealth Advisors List

MJP Wealth Advisors develops customized financial solutions for each client’s needs.

Sanctuary expands footprint with NYC office launch

The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.

Morgan Stanley aims to serve the richest of the rich as family offices grow to $5.5 trillion in assets

The bank is also working on a matchmaking platform where start-ups can raise funds directly with the bank, tapping capital from family offices and other ultra-high net worth clients.

Ares Launches Private Markets Fund Focused on Investing in Private Equity through Secondary Market Transactions

Offers Individual Investors Access to a Diverse Portfolio of Leading Private Equity Sponsors’ Fund Investments to Complement Ares’ Existing Alternative Investment Products

Lincoln Financial Network Financial Professionals Recognized as Leaders in Diversity and Inclusion

Angela Ribuffo and Lawrence T. Smith awarded 2022 ‘See It, Be It’ Role Models by InvestmentNews

CI Financial Announces Intent to Take its U.S. Wealth Business Public

IPO expected to unlock value of the business; proceeds to be used to pay down debt

Asia has the most billionaires as Elon Musk tops annual richest list for first time

A total of 329 people dropped off the list this year—the most in a single year since the 2009 financial crisis.

Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award

Innovative client portals provide a single point of access for secure collaboration.

Bogart Wealth Included In The 2022 InvestmentNews Best Places To Work For Financial Advisers Rankings

In addition, independent wealth management firm announces new hires and open positions

WSFS Announces Combination of Christiana Trust Company of Delaware and The Bryn Mawr Trust Company of Delaware Wealth Management Franchises

Robert W. Eaddy, who has led The Bryn Mawr Trust Company of Delaware since 2010, will remain in his role leading the combined company as its President.

Sanctuary Wealth Expands Latin American Client Base With Addition of Fuentes Hondermann Wealth Management

Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley

Two UBS advisors in Houston, Texas named to Barron's Top 1,200 Financial Advisor List

Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.

Macquarie Asset Management acquires office building portfolio in Chile from Credit Suisse Asset Management

Credit Suisse Asset Management acquired the office assets during 2010 to 2014 and has since seen substantial growth as well as stable income by successfully managing the buildings.

Barclays Eyes a Move Into the Lucrative World of Private Credit

For banks, moving into private credit makes sense on several fronts. The market is growing fast globally; private credit managers’ assets under management have almost doubled in the last five years to hit $1.2 trillion as of June 2021, according to

Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business

Growing Smart(ly) in a Way That Matters

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.

Wealth and Asset Management