Managers of Wealth Americas

Demystifying Family Office Choices For The Ultra-Wealthy Client

Families of significant wealth want to preserve and grow their wealth

Assante Wealth Management partners with leading financial technology company

This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.

WealthManagement.com Announces 2019 Industry Awards Winners

Judges recognize 61 companies for their outstanding support of financial advisor success from among 166 finalists

Wealth Advisory Firms Are Merging, but What’s in It for Clients?

This is great for the advisers who have ownership stakes in the acquired firms.

Investec goes for Gabelli Value’s throat with discontinuation vote

In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV

3 mistakes advisers make about high-net-worth women

The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude

Caye International Bank Named Best Offshore Private Bank in Latin America

This award follows that issued in both 2018 and 2019 by Global Finance Magazine, which named Caye International bank the Best Private Bank in Belize.

Eight HighTower Advisors Named to Forbes' 2019 Ranking of Top Wealth Advisors

We are proud of the accomplished financial professionals honored by Forbes this year and look forward to helping their practices further scale over the coming years.

Goldman Manager Tells Rich Clients to Put American Stocks First

Mossavar-Rahmani says U.S. stock price, growth isn’t a concern

Six Greater Boston Market UBS Advisors Named to 2019 Forbes Best-In-State Next Generation Wealth Advisors

The Forbes ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data.

Fears of Goldman Sachs partner purge

Those at the top are in danger of being pushed off their perch.

Several Oppenheimer Financial Advisors Appear On 2019 Forbes Next-Gen Wealth Advisor List

I'm proud to see six Oppenheimer Financial Advisors receive this honorable designation

Michael D. Gold Named To Forbes List Of Best-In-State Next-Generation Advisors

"I consider it an honor to be ranked among our state's top next-generation wealth advisors," Gold said.

HighTower Advisors Receive Top Rankings on Forbes' 2019 Top Next-Gen Wealth Advisors List

The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of four years of experience in the wealth management industry.

Mercer Advisors Acquires wealth management RIA

Sage was founded by Donna Skeels Cygan, CFP®, MBA who has over 20 years of experience with delivering comprehensive financial planning advice to her high net worth clientele.

A $21 Billion U.S. Wealth Manager Is Branching Out in Europe

Wealth-management firm partners with Switzerland’s Constantia

Global Advisor joins CIBC Private Wealth Management

The team, with a total of 17 members, has relocated to CIBC's St. Louis office. Two members of the 17-member team will remain in New York.

Boston Trust & Investment Management announces new name, logo, and website

The firm's wholly owned investment adviser subsidiary is also changing its name from Boston Trust Investment Management, Inc. to Boston Trust Walden Inc.

Spear’s 2019 top tax advisers unveiled — ‘The UK is a less welcoming place for HNWs’

‘The Revenue are being as belligerent as they’ve ever been,’ says Victor Dauppe, a new addition to our top ten tax accountants.

Manning & Napier seeks to be leaner, focus on wealth clients

Shares of the company have also plummeted 35.7% on an annualized basis, 89.7% on a total basis, as of Aug. 28 to $1.77 from $17.26 on June 30, 2014.

Wealth and Asset Management