Managers of Wealth Americas

Forbes names Watt a top woman wealth advisor

Watt offers financial services including retirement and financial planning, estate planning, wealth management, tax planning, business succession planning, and more.

Two UBS advisors in the Northeast Private Wealth Market named to the Forbes/SHOOK Top Women Wealth Advisors list

Andrea joined UBS Private Wealth Management in 2015.

Forbes Recognizes Seven Northwestern Mutual Advisors on Annual Top Women Wealth Advisors List

Forbes recognizes the top women advisors in America based on an algorithm of qualitative and quantitative criteria

Archegos, a family office, brings Nomura and Credit Suisse big losses

More bad news may follow. But the episode already raises disquieting questions

Western Asset Named Leader in U.S. Institutional Investment Management Service

Western Asset attributes this recognition to the Firm’s distinctive team-based, client-centric approach to investing and service.

Advisor Group Welcomes Rosenblum Wealth Management

Firm with Locations in New Jersey and Florida Joins Advisor Group through Subsidiary SagePoint Financial

Are We There Yet? Not Quite by Oppenheimer & Co.

A mixed bag of positive and negative components

Lombard Odier expands into Brazil with new office in São Paulo

The new office in São Paulo is an important step in the Group’s growth, and reflects Lombard Odier’s objective to have a local market presence to enhance proximity to clients.

Sanctuary Wealth's Elizabeth Evans Named to Forbes' 2021 Top Women Wealth Advisors List

Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year

Michelle Marquez Named to Forbes’ List of Top Women Wealth Advisors

This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

7 Hightower Advisors Honored on Forbes' 2021 List of Top Women Wealth Advisors

All the advisors named to this year's list have at least seven years of experience in the industry and were nominated by their firms.

Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad

Focus absolutely has an international presence and provides advisory and other services to ultra-high-net-worth and family office clients.”

Short-term downside risks for gold

Finanz und Wirtschaft (20.03.2021) - Gold prices declined in recent weeks to lows of around $1,680 per ounce. The cause was the continued steepening of the US yield curve.

Canadian Wealth Management Falling Behind Global Digitalization Trends

Fast forward to the last year of remote-first operations and the pandemic has put a defibrillator on the heart of digital transformation in finance.

Former BlackRock Executive Blows the Whistle on Greenwashing

Fear of missing out on fund flows gives asset managers a strong incentive to pretend all their offerings are green.

Blank cheque company in exclusive talks to buy wealth manager Lombard

A deal would be one of the first involving a US-listed SPAC and a UK-based financial services company, Sky News learns.

UBS Poised to Swoop on Brazilian Asset Manager?

The move would represent a quantum leap for UBS in Brazil, which remains the largest Latin American market for wealth and asset management.

Sallie Krawcheck Leads Ellevest To A Landmark $1 Billion In Assets Under Management

“What I'm particularly proud of is that it happened during a pandemic."

A leadership agenda to take on tomorrow

24th Annual Global CEO Survey - US findings

Wealth and Asset Management