Managers of Wealth Americas

The $5tn club: Merger mania sweeps asset management industry

Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts

WealthTech ranked as top wealth management trend on Twitter

Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.

Cidel wins “Digital lnnovator of the Year” Award

It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.

Four Key Multi-Family Office Insights From 2020

The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.

Doyle Wealth Management acquired by Canadian firm

Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees

History In The Making: What Are The Trends Among Family Offices?

The U.S. played a significant role in the peace deal between the UAE and Israel.

Northern Trust Named Best Private Bank in the U.S.

Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing

Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIA

The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.

Family offices are hiring like crazy for investment jobs

Many banks and asset managers are slowing hiring or laying off workers throughout the pandemic.

The Wealthy Have Their Election Escape Plan Ready

Expect to pay upwards of $100,000 for citizenship of a Caribbean nation, or over double that for residency in an E.U. country like Portugal.

Rivals cited as possible Wells Fargo AM suitors

Goldman, J.P. Morgan Chase said to be on list of potential buyers of money manager

Prudence Urged As Families Transfer Wealth Ahead Of The Biden Blue Wave

Biden has announced several proposals to raise taxes on high-income people and businesses.

Northern Trust Front Office Solutions Delivers Advanced Research Management and Investment Analysis Features for Asset Owners

New modules arm complex asset allocators with centralized investment research and analytics capabilities.

CIBC Asset Management launches actively-managed ETF Series on three fixed-income pools

They include actively-managed investments in government and corporate bonds across the spectrum of investment-grade and high-yield, geography and currency.

Credit Suisse Shutters Funds in Asset Management Review

Credit Suisse earlier this month said that Aventicum Capital Management, a joint venture with the Qatar Investment Authority, will close two groups of funds and return capital to investors.

How Do You Benchmark a Multi-Asset Fund?

The new Morningstar Target Allocation Indexes aim to set a standard.

BTG Pactual buys $2.4bn wealth shop in Brazil

The acquisition comes off a busy few months at the firm during which time it has been expanding its advisory business through partnerships with local wealth managers in Brazil.

Northern Trust Pension Universe Data: Canadian Pension Plans Harness the Strength of Equity Returns during Third Quarter 2020

The Canadian economy showed signs of progress as witnessed by an improvement in economic data, including monthly GDP growth.

Wells Signs Two $2-Mln-Plus Brokers from Merrill, UBS

Littlejohn, a 31-year industry veteran who was in Merrill’s private wealth management unit for ultra-wealthy clients, left three other advisors who remain with the Thundering Herd.

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.

Wealth and Asset Management