Managers of Wealth Americas

Raymond James welcomes $200M Wells Fargo advisor

The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

Family offices are planning big investments in private companies

Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.

Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals

The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.

J.P. Morgan Private Bank releases 2024 Mid-Year Outlook

To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.

Prime Quadrant selects iCapital as fund manager for HNWIs

iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.

For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients

In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.

What are the biggest challenges for UHNWIs and how can multi-family offices help?

Anderson says that demand for multi-family offices is growing as families seek hands-on teams who can manage their wealth and business but also the intergenerational transfer of both.

Cresset unveils deal for 130-year-old family office Connable

The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.

EFG International Shares Jump on Julius Baer Deal Speculation

The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility

Goldman Sachs bullish on private banks, says correction offers opportunities

Analysts at Goldman Sachs said the steep correction in private bank stocks on Thursday after the fall post-election results, offers opportunities to accumulate private banks.

GAM Joins Sports Investing Push with Private Equity Partnership

GAM announces a partnership with Avenue Capital to enter into sports investing under long-term alternatives expansion efforts.

Global high-net-worth population and wealth back to record levels despite global instability

This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.

Oakglen Wealth-managed Libero funds going live

Oakglen has also been chosen by Blacktower to manage its new portfolio management service.

Nordic CFOs reflect on the current business environment

The geopolitical situation was up front and centre with the opening keynote speech from former NATO Secretary General Anders Fogh Rasmussen.

Wealth Enhancement Group Announces the Addition of Gavin Financial Group, an Independent RIA with Over $658 Million in Client Assets

This partnership marks Wealth Enhancement Group's first location in Michigan and brings the firm's total client assets to more than $82.1 billion.

The Bahnsen Group Opens West Palm Beach, Florida Office

The Florida market is already a substantial part of our business

Citizens grows its private wealth ambitions in Boston

Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.

Canaccord Genuity Group Inc. through its Wealth Management business in the UK announces acquisition of Cantab Asset Management Ltd.

Upon completion of the acquisition, investment professionals and support staff of Cantab will continue in their existing roles and will be fully supported in directly managing their client relationships.

Wealth and Asset Management