Managers of Wealth Americas

Navigating 2021: 21 Charts for the Year Ahead

The convenience—and for some, the opportunity—of the distributed economy is extraordinary. But so too are the consequences.

Asset Servicing Innovation: Survey Key Findings

Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'

UBS: In Merger Talks for Asset Management?

The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.

Northern Trust Asset Management Announces Changes to Money Market Mutual Fund Suite

Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.

Wealth Enhancement acquires $320 Million Hybrid RIA Financial Wealth Manager

The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.

SEI unveils enhanced user interface for the Archway Platform

Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter

Asset Servicing: The Need to Modernize

The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.

Why Wealth Advisers Urge Active Planning for Philanthropy

“With a well-thought-out plan, philanthropic capital can achieve double and triple goals at once. But it has to be dynamic—if it’s static, it won’t endure.”

O’Keeffe Financial Partners Chooses Kestra Financial

Family-run practice seeks top-tier technology upgrade

The Wealth Management Landscape At A Glance: What Financial Advisors Need To Know

Plenty of advisors share with us that it’s hard to visualize where their firm fits within the context of the waterfall of possibilities—that is, understanding how their firm compares to others, especially when they’re witnessing so much

Lido Advisors Acquires Sterling Bancorp Subsidiary Quantum Capital Management’s Wealth Management Business

Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team

Mirador Shortlisted Third Straight Year for Best Reporting Solution by Private Asset Management

The PAM Awards are awarded annually by Private Asset Management, a business-to-business publication exclusively covering the wealth management and family office industry.

Sanguinity

A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.

Asset Strategy Consultants Expands Wealth Management Capabilities

Tony King joins as Director of Private Wealth from Belay Group

The Wait-and-See Rally That Did Not Wait

The regional breakdown of returns in world equity markets reveals a pattern of previous laggards catching up.

Market Strategy by Oppenheimer & Co.

The answer in our view is that we don’t expect the economic recovery that is likely to follow the Covid-19 crisis to produce significant levels of inflation

Meet 3 women transforming the way Citi Private Bank caters to its growing base of ultra-rich female and millennial clients

The demands of high-wealth women around the world are changing with the times. A group of female bankers at Citi Private Bank explained how they are meeting their needs.

Wealth and Asset Management