Managers of Wealth Americas

Dakota Wealth Management to Acquire Loveless Wealth Management

Strategic acquisition expands footprint into Montana

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business

The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management

Citigroup’s $US1b family office clients profit from wild markets

Some of the biggest and most sophisticated include Ray Dalio’s namesake family office, Michael Dell’s MSD Capital and Stanley Druckenmiller’s Duquesne Family Office.

Raymond James Draws FA Team from Merrill in Louisiana

The team operates as Woods Brignac Wealth Management.

International family office unveils Miami operation

To bolster its offering in North and Latin America

Global Billionaire Wealth Surges by Nearly 18%

New Billionaire Census reveals wealth accumulation far surpassed population growth in 2021

Fixed income: Update on US interest rates

Even after experiencing six months of historical rate moves—with the 10-year Treasury yield having spiked from 1.5% at end-2021 to last week’s high of 3.5%—the UBS Chief Investment Office (CIO) says they remain in awe of the heightened v

UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.

Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.

UBS courts US investment heavyweights to boost valuation

Executives want to convince investors it is a global bank, not a European institution

Five J.P. Morgan Wealth Management Advisors Named Barron’s 2022 Top Women Financial Advisors

J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients.

Fairhaven Wealth Management Recognized By Inc. Magazine as a Best Workplaces 2022

The firm was named one of the top 475 employers across the country and the only wealth management firm in Illinois.

Wealth Enhancement Group Joins Forces with Hawkins Wealth Management, a $574M RIA With Offices in Iowa and Florida

Addition of Hawkins Wealth Management Raises Wealth Enhancement Group's Total Client Assets to More Than $55.5 Billion

France's BNP Paribas transfers wealth management ops in Brazil to Bradesco

The migration to Bradesco's private bank will happen over the next month.

Rothschild & Co adds two Managing Directors to Technology team in North America

Expands well-established Technology sector to the East Coast with hiring of Michael Buchbinder in New York and Patrick Mastan in Boston

Global inflation: Five ways US rate rise will affect you

"I wish I had started looking earlier,"

Revealed: The wealth management & private banking companies leading the way in cybersecurity

We aggregated thousands of records from GlobalData's proprietary themes, jobs, deals and patents databases to identify the most active companies in the area of cybersecurity in the wealth management & private banking sector.

Growing Number of Banks Betting on U.S. Recession

This consensus view is now being adopted by a growing number of global banks.

Insurance broker Hub International snaps up Heritage Wealth Management

“Their experience both on the plan side and serving wealth management clients with their “client first” approach which aligns to the HUB RPW service model.”

SageView Advisory Group Agrees To Acquire $321 Million Los Angeles-based Wealth Management Firm

Summit Financial Consultants To Join SageView For RIA's Expertise in Retirement, Wealth Management

Growing An Advisory Practice With The Wealthy During A Bear Market

The only flaw in this logic is that very likely, the clients see themselves as down and are unhappy about it.

Wealth and Asset Management