Managers of Wealth Americas

LO withdraws from Uruguay, shutters Montevideo office

Lombard Odier is closing its wealth management business in Uruguay four years after opening its office in Montevideo.

CI Financial buys $7.5bn Chicago RIA

Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence

Citi’s Action for Racial Equity Initiative Invests $1 Billion to Address the Racial Wealth Gap in the U.S.

Year One Results Outpace Plan to Deliver on the Three-Year Commitment

JP Morgan PB launches new tool for impact investing asset allocators

The wealth manager said its new Impact Assessment and Contribution Tool (IMPACT) will provide an analytical foundation for manager selection in impact investing.

Berkshire Hathaway net earnings down by two-thirds

Earnings of Berkshire Hathaway Inc. and its consolidated subsidiaries for the third quarter and first nine months of 2021 and 2020 are summarized below.

HSBC Asset Management Announces Changes to Its Mutual Fund Series

Both series will be available starting December 6, 2021 to Order Execution Only dealers, and any other dealers that do not make a suitability determination, to make available to their clients.

Northern Trust Named Best Private Bank in U.S.

Also Named Best Private Bank for Family Offices in U.S.

Purpose Advisor Solutions Partners With Westmount Wealth Management Inc.

Westmount Wealth Management Inc. selects Purpose Advisor Solutions’ platform to launch independent Investment Counsel business

First Internet Bancorp to acquire First Century Bancorp

The transaction is expected to be 21% accretive to 2023 earnings per share and 7% dilutive to tangible book value per share, with a tangible book value earnback period of approximately 3 years.

Zoe Financial partners with wealth management firm

Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.

Creative Planning Passes $100 Billion in AUM

The Kansas City Based RIA serves clients in 50 States and 65 Countries

The Bahnsen Group to open new office

Growing firm’s fourth office location to launch in Q1 2022

LPL Financial Welcomes Integrity Wealth Team

Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.

Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services

Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic

BNY Mellon Wealth Management Named Tim Sanville Principal, Wealth Manager in Boston

"Tim is a seasoned wealth management portfolio manager with deep investment acumen,"

CI Financial to acquire $4.1 billion private client RIA

Agreed deal takes CI's U.S. assets to more than US$87 billion

Morgan Stanley Publishes Comprehensive Cryptocurrency Guide for Wealth Management Clients

In the document, strategists at Morgan Stanley Research gave a detailed analysis of the various activities, sectors, and trends that currently make up the highly speculative crypto industry.

Two UBS advisors in South Florida named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list

Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.

Is There A Mini-Tantrum Brewing

The ECI is not always the most likely data release to move markets, and this one was no exception.

Eighteen Canaccord Genuity Wealth Management Investment Advisors Honoured

The full list of Canada’s Top Wealth Advisors 2021 winners, and related editorial coverage, will be published in print and digital editions ofthe November 2021 issue of Report on Business magazine, which will be made available to subscribers today.

Wealth and Asset Management