Managers of Wealth Americas

Atria Welcomes $252 Million Practice

Spokane, WA-based Forster Financial Joins Atria's Cadaret Grant

Crescent Pine Family Office Group is Latest Team Choosing Partnered Independence with Sanctuary Wealth

Joining from Fieldpoint Private, team manages $230 million in client assets and expands Sanctuary presence in NY Metro region

Northern Trust Survey: Asset Managers Take a Closer Look at New Ways of Operating to Create Efficiency and Control Costs

Global survey of 300 investment managers details how evolving operations models, changing investment strategies and emerging asset classes impact views on outsourcing

Fifth Third Private Bank Recognized as Best for High Net Worth Clients

The Global Private Banking Innovation Awards 2022 identify and celebrate the world’s preeminent Private Banks, Family Offices and Wealth Managers.

U.S. inflation hits 9% and Everything is fine right?

The US 10-year government bond yield fell 8 basis points, suggesting that the market believes the Fed is in control of inflation.

Private Bancorp of America, Inc. Announces Second Quarter 2022 Financial Results

Domestic events, including high inflation, have unfavorably resulted in increased non-interest expense, including employee compensation and professional services.

BTG Pactual to open int’l platform to new client segment

The international product platform will be connected to the BTG Pactual app that will allow clients to check both their onshore and offshore accounts so they can see all their investments.

Lauren Kinch and Andrew Baumgartner Join UBS Private Wealth Management in San Francisco

They join the firm from BNY Mellon Wealth Management where they spent the last five years advising clients and helping develop the firm’s wealth management platform offering.

Strategic Capital Advisers to Join Focus Partner Transform Wealth, Strengthening Transform's Capabilities and Presence in Colorado

This partnership will enable us to leverage Transform Wealth's resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come.

Credit Suisse Mexico and Actinver sign strategic alliance agreement

This is in line with Credit Suisse Wealth Management’s strategy to strengthen and simplify its offering in priority growth markets, including through strategic alliances.

MJP Wealth Advisors Named to Financial Advisor Magazine’s 2022 Top 50 Fastest Growing Firms List

MJP Wealth Advisors assets per client grew by 30.5% from 2020 to 2021 and firm assets increased by 40.6% during the same period to $967.3 million at the end of 2021.

Rise People partners with OneVest to create a private, fully integrated wealth management offering on the Rise platform

Employees can build wealth, plan for retirement, and save for important lifetime purchases—all within the Rise platform.

BMO joins GPFA and raises total assets to $10tn

GPFA brings together beneficial owner members with the goal of encouraging the development of a more effective and transparent marketplace for securities financing activities, liquidity management and collateral management.

Merrill reports ‘bull market for advice’ in Q2 earnings call

Rising interest rates helped; the $1.8bn in net interest income recorded last quarter was also an all-time record.

Kingswood U.S. Recruits More Than $355 Million in Total Client Assets with Addition of Eight Independent Financial Advisors and Practices

The new affiliates in the Kingswood U.S. network bring decades of experience in holistic financial planning and represent diverse geographies as well as client bases.

Wealth and Asset Management