Managers of Wealth Americas

KKR’s Henry McVey Says Leading Family Offices Plan to Allocate More to Alternatives in 2024

New Asset Allocation Report Based on Proprietary Survey Highlights the Growth Ambitions of Family Offices

Citigroup starts tracking how often private bankers call clients

They have also been encouraged to contact each of their clients at least once every 90 days

Morgan Stanley laying off hundreds in wealth management unit, source says

The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions

Forbes names Krause & Thorpe Best-In-State Wealth Management Team

This award was announced in January 2024 and is based on data as of March 31, 2023.

Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State Wealth Management Teams List

Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.

37 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list

The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets

Twenty Four Wealth boosts $814M practice with acquisition

Connecticut firm has acquired a $150M firm in New Hampshire.

Family Offices Are Boosting Allocations to Alts in 2024, KKR Says

A survey of 75 family office CIOs shared their plans for portfolios this year.

iCapital® Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite

Macquarie Group 2024 Operational Briefing

The markets-facing businesses’ combined 3Q24 net profit contribution was substantially down on 3Q23.

Why Wealth Management Fees Have Remained Steady and DC Advisory Fees Have Declined

Lessons learned from the wealth management industry.

Morningstar Wealth Adds SMAs from Asset Managers

Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform

Our investment outlook for 2024 CGWM

There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.

Brookfield Corporation Reports Strong 2023 Results

Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year

Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC

The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. V

Wealth and Asset Management