Managers of Wealth Americas

Sphera Expands Front Office with SS&C

Israel's largest hedge fund manager leverages SS&C's Eze Investment Suite

Zoe Financial Announces Its Partnership With Alchemist Wealth

Through this network, you will now be able to match with Alchemist Wealth Advisors, a black-owned Registered Independent Advisory (RIA) firm specializing in equalizing access to financial planning.

Four Hightower Advisors Featured on Forbes' 2021 List of Top Next-Gen Wealth Advisors

These advisors represent the future of the wealth management industry.

Citizens Financial CEO Hunts for Wealth Business Amid Deal Spree

Citizens is contacting wealth firms that look like a good fit and attempting to negotiate with their principals directly as a way of avoiding the bidding process.

Sanctuary Global Family Office Launches With Stake in $2 Billion Multi-Family Office

Sanctuary Extends Footprint into Southern California with Investment in InnoVise Family Wealth Advisors

Asset manager M&A means technology providers must keep up

As a result, the firm ended up with a smoother process, with a single touchpoint for clients and executing across markets and jurisdictions while meeting each market's relevant rules and regulations.

Financial Services M&A Buoyed by Asset Management, Insurance

Dealmakers tell Mergers & Acquisitions that proprietary deal sourcing pipelines are one way to keep multiples low

Coldstream Wealth Management Announces Merger

Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion

Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind

Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year

Best-in-Class Client Service and Potential for Growth Attracts Two Practices Managing More Than $370 Million to Ameriprise Financial

Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin

UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list

The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.

Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama

Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises

Wealth Enhancement Group Partners with Hybrid RIA

Addition of Northern California Practice is Wealth Enhancement Group's Fourth West Coast Location

Indosuez Wealth Management Selects Intercontinental Exchange f

Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.

Colorado-Based Team Joins the Dynasty Network

Advisors Previously Managed $1.75 Billion in Client Assets

Bordeaux Wealth Advisors CEO Named to Barron’s List of Top 100 Independent Advisors

West Coast wealth management firm CEO recognized for the 12th year

CAIS Wins 2021 WealthManagement.com Industry Award

CAIS recognized as the leading marketplace where advisors and asset managers engage and transact at scale

MAI Capital Management Acquires Asset Manager

The acquisition extends MAI’s footprint to the Greater Baltimore region and strengthens MAI’s presence in the mid-Atlantic region.

UK family office to merge with $20bn US advice firm

Michael Tiedemann will serve as Alvarium Tiedemann’s Chief Executive Officer. Alexander de Meyer will chair the firm’s executive committee which includes industry-leading professionals who have a breadth and depth of global expertise and exper

Invesco in talks to merge with State Street's asset-management business - WSJ

Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.

Wealth and Asset Management