Managers of Wealth Americas

How wealthy families view the markets now

The pandemic and the response by governments and central banks have the rich on the defensive worldwide, according to a survey from Citigroup's private bank.

Duo With $225M In Assets Exits Wells Fargo To Launch RIA Under LPL Umbrella

The duo takes a holistic approach as they help clients structure customized portfolios to address specific financial goals, and they are committed to building personal, long-term client relationships.

Newport Beach Wealth Manager Gets Investment

Corient’s client list includes wealthy families, business owners, public company executives, private foundations and professional athletes.

State Street and Protective Life Corporation Agree to Expand Service Agreement and Add Outsourced Accounting Solution

Protective provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S.

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

Does your family have a succession plan? Tips for maintaining family harmony

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

Wells Fargo: Boom or Bust, Investors Believe Economic Fallout Is Far From Over

Ongoing concerns of COVID-19 and presidential election loom

Kestra Financial Welcomes $1 Billion RS Will Wealth Management

Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth

Firm seals deal for US$4.5 billion wealth firm

Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition

WealthManagement.com Selects AdvicePeriod as Winner for Two Industry Awards

Lockshin also plays a lead role in the development of estate planning platform Vanilla, which undoubtedly contributed to his Innovator of the Year win, and itself won in the Industry Disruptors: Technology category.

Fidelity Now Offers Even More Flexibility to Intermediary Clients

Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.

CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets

Chad Carlson has been named President and Co-Chief Investment Officer of BDF. He previously held the positions of Wealth Manager and Director of Research.

Family offices and other wealth managers face multiple threats

Report highlights several challenges along with opportunities for UHNWI-focused firms amid pandemic shift and generational trends

UBS Inks Latin American Securities Tie-Up

The Swiss bank said it is positioned to become the top provider of investment banking services in Colombia with the agreement.

Wealth on the move as HNWIs seek alternative locations

But while you might expect high-net-worth individuals in developing nations to be interested in a major move, there has also been a significant rise in considerations from developed nations including Canada and the United States.

UBS exploring merger with Credit Suisse, reports

The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.

Mirabaud launches Brazil family office

The operation began once it was recently granted licenses from Brazil's Central Bank and its securities regulator.

Seventy2 Capital Wealth Management Surpasses $1 Billion in AUM Threshold

When we created Seventy2 Capital, we had big dreams but thought it would take at least five years to hit this milestone.

Key Private Bank Awarded Outstanding Achievement In Trusts

A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.

Wealth and Asset Management