Managers of Wealth Americas

SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients

Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures

Raymond James signs $300M trio from UBS

The firm is expanding its footprint in California as it scoops up another three advisors from UBS.

Voyant Debuts New Wealth Management Solutions

Social Security Optimization, Roth Conversion and Advanced Insurance Modeling are the latest additions to Voyant’s core product

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.

BNY Mellon Expands Private Credit Access in Asia

In Asia, private banks remain positive on investing in private credit

ACA Group Launches Dedicated Practice Group Providing GRC Solutions for Wealth Managers

ACA Wealth sets a new standard in GRC support for wealth managers, providing unmatched expertise and comprehensive solutions to address evolving regulatory requirements.

Savant Wealth Management named among 10 Best Financial Advisors

It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country

Keebeck Wealth Management Partners with Qdeck to Revolutionize Client Experiences Through AI Technology

The partnership will enable Keebeck to enhance the overall client experience and set new standards in wealth management by harnessing Qdeck's AI-driven technology, Qadvisor.

Asset & Wealth Management M&A Expected to Accelerate in 2024 and Beyond

Acquisitions remain a preferred strategy for asset managers

$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.

Wealth and Asset Management