Managers of Wealth Americas

BTG Pactual Launches US Strategic Capital Unit

“Strat Cap” is an opportunistic investment strategy focused on asset-oriented businesses; unit has committed ~US$ 240 million to three investments in recent months

18 person advisor team at UBS named to Barron’s Top 100 Private Wealth Management Teams list

The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.

Canadian Western Bank sets sights on HNW entrepreneurs

Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say

SS&C Updates Offer on Acquisition of Mainstream Group

SS&C has agreed to increase the consideration payable under the scheme after receipt by Mainstream of a non-binding indicative cash offer of $2.20 per security from a third party.

REFILE-Credit Agricole sells wealth management unit in Brazil to Banco Safra

This volume will position Safra as the country's sixth largest asset manager, with 110 billion reais.

RBC adds ESG scores to funds on $23bn select list, preps emerging PM program

The manager research and due diligence team will give a numerical rating of between one and five to each fund, ETF, or SMA it vets, using the same criteria across all vehicles.

A $6 Trillion Family Office World Fights Post-Archegos Crackdown

Reform advocates press agencies to peel back offices’ secrecy

Sanctuary Wealth Welcomes San Antonio's JDK Wealth Advisors to Network

$400 Million team from Merrill Lynch is Seventh to Join this Year

Blackstone Reports First Quarter 2021 Earnings Results

Blackstone will host its first quarter 2021 investor conference call via public webcast on April 22, 2021 at 9:00 a.m. ET.

Wirehouses: Just Say No to Disclosing Broker Headcounts

In its previous reporting, BofA had separated the core and Edge brokers from the private bankers.

CI Global Asset Management Capping MERs on its Cryptocurrency ETFs, BTCX and ETHX, at 0.95%

Introduces the lowest published MER caps of any bitcoin or Ether ETF globally

Natixis Investment Managers Launches Mirova US Climate Ambition SMA

Managed by Mirova, a global leader in impact investing and part of the Net Zero Asset Management initiative

Hamilton Lane Expands Impact Investing Platform with Launch of New Fund

Fund II will target investment opportunities with measurable environmental and social impact

First National Bank Named One of the World's Best Banks by Forbes

The World's Best Banks distinction adds to the extensive third-party recognition FNB has earned for its differentiated culture, which focuses on doing the right thing for the businesses, customers and communities the Company serves.

UBS Buys Remaining 40% Stake in Brazilian Family Office Consenso

Bank is mulling offering brokerage services to individuals

North America and Asia Dominate 2020 Wealth Growth

Total VHNW wealth mirrored population growth, rising by 1.2 percent to $26.8 trillion.

BTG Pactual incorporates ESG investment certification

In short, it is suitable for industry professionals looking to improve their understanding of ESG issues in functions such as sales and distribution, wealth management, product development, financial advisory, consulting, and risk.

Morgan Stanley Blasts Profit Forecasts on Record Wealth Management Gains

Record wealth management inflows and surging investment bank revenues drove stronger-than-expected first quarter earnings for Morgan Stanley Friday.

Family Offices Targeting 800% Returns With SPAC Economics

The SPAC boom has attracted financiers, former politicians, athletes and celebrities willing to use their fame to attract retail and institutional investment.

Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC

The firm also offers a built-in succession plan solution so that financial professionals have peace-of-mind in the event of an unforeseen exit or retirement from the business.

Wealth and Asset Management