Managers of Wealth Americas

Ex-Head of Family Office for $31 Billion Fortune Builds Firm

Helmut Jeggle has invested in at least 10 companies since 2020

Hightower Invests in Business Management Firm

Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.

BMO announces plan to partner with Breakthrough Energy Catalyst to accelerate climate innovation

BMO will be the first Canadian company to join Breakthrough Energy Catalyst and a number of the world's leading companies in support of climate innovation, including direct air capture, clean hydrogen, long-duration energy storage and sustainable avi

Arvest Wealth Management announces year-end results, digital tool

King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.

How To Avoid The Multi-Family Office Bait And Switch

To be confident you are working with a multi-family office—and, more importantly, a high-performing multi-family office—you are going to have to take some initiative.

New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding

Bolstered by VC funding, Compound mixes human advice with a technology approach.

IG Wealth Management Wins Five Awards

These awards are a great validation of their ongoing efforts to provide clients with innovative investment solutions that deliver performance and help build financial well-being.

Tristate Capital Reports EPS of $1.71 for Full Year

The company continued to expand the client base utilizing its asset management, private banking, commercial banking, and treasury and liquidity management capabilities, while all of its businesses enter 2022 with strong new business pipelines

Robertson Stephens Doubles Assets, Continues National Expansion

The firm's expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning technology

Envestnet Takes Stake In Sallie Krawcheck's Ellevest

Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.

NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors

LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share

Centura Wealth Advisory expands to Mid-West

The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota

RBC Wealth Draws $327M Practice from JPMorgan

Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.

NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors

LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share

Wealth Management Firm Announces Seven New Shareholders

Crestone's 14 shareholders continue to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.

2022: A critical year for growth and transformation for asset and wealth managers

Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year

RVW Wealth announces merger

Combined firm to have additional focus on women and wealth

Bank of America wealth unit reports strong Q4 with record inflows

Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.

Astorg raises a €1.3 billion Continuation Fund in partnership with AlpInvest and Goldman Sachs Asset Management Vintage Funds to support portfolio company IQ-EQ

The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.

The only man who can save Credit Suisse bonuses. Career advice from the ex-CEO of HSBC

If you work for Credit Suisse's investment bank in America, having Meissner in the locality is a good thing.

Wealth and Asset Management