Managers of Wealth Americas

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.

High- And Ultra-High-Net-Worth Clients Require An Innovative Approach

Clients are motivated to focus on their immediate goals and needs first.

Wealth Management Firms Thinking Happy Thoughts Amid Ugly Bear Market

Erdmann, who was the top ranked advisor nationally last year, as well as many economists and advisors across the major firms on Wall Street are striking a positive tone despite the recent drawdown.

What the next generation of millionaires want from their wealth management firm

It found that millennials coming into wealth are far more price-sensitive than the previous generation, especially in a bear market.

BMO EMEA to be rebranded as Columbia Threadneedle Investments

Follows £615m acquisition

Ensuring Your Impact Investments Deliver Impact

ESG funds should provide a double bottom line of eliciting a positive social and/or environmental change and a market-rate financial return.

Millennial millionaires are delaying home, car purchases due to inflation

Millennials are three times more likely to be cutting back on big purchases compared with their baby boomer counterparts.

From $125 Million for The Met to $3.5 Billion for Climate Change: The Best in Philanthropy

We honor today's esteemed philanthropists who are aiding climate change, overlooked communities, hunger and more.

Wealth and Asset Management