Managers of Wealth Americas

Using bond ladders to manage liquidity

Bond ladders can be a useful tool to help investors balance their liquidity needs with stable income generation.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.

Family offices have tripled since 2019, creating a new gold rush on Wall Street

There are more than 2,600 billionaires in the world, almost all of them requiring a family office.

Stratos Private Wealth reveals East Coast expansion plans

The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast

YCharts and Savant Wealth Management Enhance Partnership

This strategic collaboration aims to empower advisors with enhanced capabilities

How Much Are the Ultra Wealthy Really Investing in Gold?

They just don’t own giant vaults and swim in gold like Scrooge McDuck.

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

Cerulli: Wealthy Investors Prefer Advisors at Big Firms

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.

Brookfield Announces a Strategic Partnership with Soundcore Capital Partners and Heartland Paving Partners

The investment is to accelerate the platform's growth as it pursues further consolidation in the Upper Midwest market.

BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett

The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm

World’s Best Wealth Management And Advisory Companies, 2024

The wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%.

Did central banks reduce inflation?

Eurozone March consumer price inflation is expected to slow.

Citi, JPMorgan, RBC to give new climate metric in deals with New York City

In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.

Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List

Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list

Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM

The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa

Glen Smith of GDS Wealth Management Named One of Forbes' 2024 Best-in-State Wealth Advisors

Glen understands that clients want to work with someone who takes the time to get to know them and their specific, individual circumstances.

Gilbert Russell Conrad: Leading the Charge in Financial Advisory and Wealth Management

This fusion not only streamlines the firm’s operations but also enhances the client experience

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.

KKR: UBS and CS were the sponsors when it came to doing business with the rich

The aim is to sell the American giant's investment solutions developed for institutional investors to local private banks and asset managers and their wealthy customers.

Perigon Wealth Management Chief Investment Officer Rafia Hasan Featured Speaker At Wealth Management Conferences

Hasan to Deliver Keynote, Panel Discussions for CityWire, Institutional Investor, Markets Group and ALTSCHI Forum events

Wealth and Asset Management