Managers of Wealth Americas

Adviser to Carlyle Co-Founder David Rubenstein’s Family Office Registers With SEC

Declaration Partners registered to raise outside money for Viagogo’s deal to buy eBay’s StubHub business

Wealthy Seeking Cash for Investing, Margin Calls Turn to Art

The rise in activity comes as the spread of coronavirus has created the wildest market swings since the financial crisis.

15 Hightower Advisors Honored on Barron's 2020 Top 1200 List

The rankings were based on factors such as: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

How To Win Against Coronavirus: Wealth Managers Take Their Positions

Positions that have a high exposure to oil and gas (US high yield) or Europe (EUR high yield) are also risky

Wealth management firm with $640M in assets makes two acquisitions

Tampa-based All Seasons Wealth buys personal finance practices in Maryland and Belleair Bluffs.

CAPTRUST Adds $5.5 Billion Advisory Firm

The Montgomery, AL-based company counts as the 40th group to join CAPTRUST since 2006

As Coronavirus Spreads, Wealth Managers Adjust

Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations

Cybersecurity challenges for family offices: FWR Family Office Fintech Summit

Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.

Carlos F. Arias Reaches a Career Milestone at Ameriprise Financial

He has 21 years of experience with Ameriprise Financial.

PURE Honored as Best High Net Worth Insurance Company at the 2020 Private Asset Management Awards

The winning organizations were selected based on both quantitative and qualitative performance over the last year.

Beacon Pointe Announces Internal Reorganization

Beacon Pointe Advisors and Beacon Pointe Wealth Advisors are Becoming One Registered Investment Advisor, Selecting Abry Partners as a Strategic Minority Capital Investor, and Expanding with the Acquisition of Ferrell Wealth Management

Conversant Wealth Management partners with Sanctuary Wealth

New team expands Sanctuary's California reach and adds $255 million in client assets

US private equity giant completes national wealth firm buy

Carlyle Group has completed its buyout of Harwood Wealth Management after receiving a green light from the court.

US TO UK: Why the Karger Brothers of Twinfocus Capital Opened their Second Family Office in London

CampdenFB asked the Karger brothers what they had to do to branch out across the pond, what US and UK family investors are searching for and how families can mitigate the predicted global economic downturn.

JPMorgan CEO 'recovering well' after heart surgery

"It was caught early and the surgery was successful," the bank said in a statement.

Forget The Market, Wealthy Clients Want More Tax Advice From Their Advisors

Tax minimization strategies are discussed as early as the onset of his relationship with clients describing the potential savings that can be found in a smart strategy as “literally free money, and you don’t have to take market risk for it.

Wells Fargo Asset Management Wins Seven 2020 Lipper Fund Awards

The winners were announced last night at the fund research and analysis organization’s annual awards dinner in New York.

LatAm giant Sura targets Brazil for wealth push

The plan is to enter Brazil with Investment Management, its distribution arm in charge of institutional clients.

Raymond James Nabs $190M Bank Unit

This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.

The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management

Unlike warnings of the past, the latest projections have startled observers, especially the wealth managers already struggling to find and hire young would-be advisors.

Wealth and Asset Management