Managers of Wealth Americas

Americans lost half a trillion dollars in wealth in early 2022

The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.

UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List

Gino is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.

Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards

Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers

J.P. Morgan Private Bank adds two billion-dollar advisor teams to its New York City business

These advisors are outstanding additions to the team and bring a proven track record for helping clients achieve their most important financial goals.

Credit Suisse CEO blasts 'really stupid' takeover rumor

Credit Suisse has been the subject of much takeover speculation due to its recent lousy performance.

Canadian wealth set to rise by $2 trillion by 2026 amid global surge

What do wealth managers need to know to seize the opportunities that greater global wealth offers?

BNY Mellon Wealth Taps BofA, Citi for Boston Hires

Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.

Global Wealth Grew by Double Digits to $530 Trillion in 2021, Despite Continued Crises

Rise of 10.6% Is the Highest Annual Rate in More Than a Decade, Creating $26 Trillion in New Private Wealth, but Digital Leaders Threaten Traditional Players' Dominance, According to a New BCG Report

Credit Suisse: State Street Takeover Coming Soon?

On Wednesday, Credit Suisse’s made its third consecutive profit warning for this year when it indicated that it expects to lose money in the second quarter.

Mercer Advisors Acquires Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation

Expands Mercer Advisors' California Footprint

Lovell Minnick Partners to take majority ownership in London & Capital

The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.

Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners

Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.

Mercer Advisors Acquires Bivin and Associates, Inc.

They endeavor to know and understand a client's financial situation and provide the highest quality information, services, and investment advice to help clients reach their goals.

Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list

These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.

BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers

Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.

Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group

Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.

Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List

These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.

Wealth and Asset Management