Managers of Wealth Americas

Apex introduces Outsourced SPAC COO Solution

This announcement supplements the existing broad range of local solutions

J.P. Morgan Loses $8-Mln Team to Morgan Stanley, Wins Merrill Broker in NYC

The team, which calls itself the Kline Zemachson Richman Group, is led by Marcus Kline, Scott Zemachson and Todd Richman, who ranked 224th, 204th and 215th on Forbes’ list this year of best-in-state advisors.

Wells Fargo Private Bank recognized as leader in wealth counselling by industry peers

Wealth industry peers recognize the company for Wealth Counselling services

Goldman Sachs to Move Into Zurich Landmark

Bahnhofstrasse signals the U.S. firm's ambitions in wealth management, where it is putting considerable resources including in Switzerland.

Brazil's BTG Pactual eyeing acquisition of asset managers, CFO says

Dantas said BTG is focusing on small to middle-sized deals.

Noah Holdings Limited Announces Unaudited Financial Results for the First Quarter of 2021

Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.

What Does the Archegos Collapse Mean for Family Offices?

Credit Suisse and the other banks did not ask enough questions, nor did they get the right answers about what Archegos was doing.

Summitas Awarded Family Wealth Report's 2021 "Best Innovative Client Solution"

Wealth management platform provides secure, user-friendly client portals

Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones In On Specialties and Adds Staff

Fiduciary standards and commission-free services have helped the firm attract new clients and add new positions for financial planning professionals from Texas Tech

Family Legacy Capital Launches FLC Credit Partners

Private credit manager, spearheaded by industry veterans, will provide credit solutions for family- and entrepreneur-owned enterprises

Vestmark Partners with UBS Wealth Management USA

With Vestmark Advisory Solutions as discretionary overlay manager, UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group (home of American Funds), Dimensional Fund Advisors, J.P. Morgan, Natixis

Wealth Managers: Time to Shift your Technology Priorities

Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?

CI Financial to Acquires Wealth Advisory Firm with US$5.1 Billion in Assets

Acquisition boosts CI’s U.S. Assets to US$63 billion and total assets to US$230 billion

Skybound Wealth gains SEC federal licence for US investment advice

Skybound Wealth Management is an independent financial adviser firm with offices in the UAE, Switzerland, USA and the UK.

Unified managed accounts can propel wealth manager success

Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.

Focus Financial Partners Reports First Quarter Results

Performance Exceeds Expectations, Reinforcing Strong Momentum

Matthew Fleissig Named Leading Individual at the Family Wealth Report Awards 2021

These awards recognize the very best operators in the private client industry, with 'independence,' 'integrity,' and 'genuine insight' the watchwords of the judging process

Wealth management firms must better cater to young investors' social beliefs: study

The survey found that investment firms have lots of room for improvement, with only 36 per cent of investors saying their needs are being completely met.

Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards

The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities.

Walter Global Asset Management and W Investments Group partner with Michael Grondin and his team to launch ‘Samara’ multi-family office

Samara will carry a family focus extending beyond investment management by achieving cohesion and prosperity objectives across generations,” said Grondin, who himself comes from a family of entrepreneurs.

Wealth and Asset Management