Managers of Wealth Americas

Truxton Trust Announces New Role for Founding Leader of Wealth Management

Truxton Trust recently named Drew Mallory as Chief Fiduciary Officer and appointed three new Managing Directors within the Wealth Management business.

Broadridge Wins Innovation in Governance and Proxy Voting Award

Recognised as leaders in advancing corporate governance through proxy voting and disclosure services

Ultra-Rich Investors Flock to Bank of America’s Wealth Management Businesses

“It’s not just a Florida story or just a Silicon Valley story, it’s growth in the business around the U.S. reflecting broad trends in the ultra-high-net-worth market.”

Focus partner buys $740m Arizona RIA

This transaction is another example of how we add value to our partners,’ stated Focus chief executive Rudy Adolf.

Cerity Partners welcomes permit capital advisors

Cerity Partners delivers a full suite of wealth management solutions to serve the complex financial lives of its clientele.

Shifting horizons: How family offices are responding to Rapid Economic & Social Change

BNY Mellon’s unwavering commitment to serving today’s modern family office has led us to partner with The Harris Poll to produce this report.

Why Investors Need to Watch the Rising Dollar

So far this year, the dollar is up about 8% against a basket of other major currencies. It has risen a staggering 13.6% over the past 12 months and recently hit a 20-year high.

Broadridge Reports Third Quarter

Increasing Fiscal Year 2022 Adjusted EPS Growth Guidance to 13-15% from 11-15%

Peak hawkishness for rates, but can the consumer handle it?

With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.

Raymond James Financial Reports Second Quarter of Fiscal 2022 Results

Quarterly net revenues grew 13% over the prior year’s fiscal second quarter primarily driven by higher asset management and related administrative fees, reflecting the strong year-over-year growth in Private Client Group assets in fee-based accounts

Suntera Global establishes US presence with strategic fund services acquisition

The acquisition of Socium, which requires no regulatory approval and completes with immediate effect

True Capital Management acquires $200m boutique wealth advisory firm

They will continue to co-lead the Nashville team as True Capital’s Nashville office.

What Private Bankers Need to Know Before Moving to Wealth Management

It used to be that large brokerage firms tended to keep their distance when it came to recruiting talent from private banks

ZEDRA expands global foothold in fund administration services industry with acquisition of Curaçao and US based Atlas Fund Services

Its client base includes emerging and seasoned funds, spanning across private equity, hedge funds and family offices.

SURA Investment Management and Edmond de Rothschild Asset Management Forge an Alliance

This partnership creates a new opportunity to make the full spectrum of investment capabilities of both firms available to investors in the region.

Bluespring Wealth Partners Completes Sixth Transaction Of 2022 With Acquisition Of $280 Million Joule Financial

The firm serves over 600 families throughout the nation, and prides itself on its ability to help all clients identify, plan, and reach their financial goals.

Scotiabank and CDSPI Announce Strategic Agreement

CDSPI will continue to provide insurance, investment and private wealth management advice and solutions to dental association members.

Prospera Financial Services Launches Advisor Practice Exchange Program (APEX) To Assist Advisors Acquire Practices or Create Succession Plans

The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients

Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast

A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

One of the most important benefits of budgeting is that you always know how your money is being used.

Wealth and Asset Management