Managers of Wealth Americas

Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients

By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.

Meet the Money Whisperer to the Super-Rich N.B.A. Elite

Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?

How Wealthy Have Our Super Wealthy Become?

We now have some new clues, thanks to the tax-evasion records whistleblowers have been so generously sharing.

Goldman Sachs CFO Eyes Wealth Management Acquisitions in Europe

Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.

$17B gone: The biggest-ever advisory team exit and the bank that lost it

If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.

Fidelity Plans New Wealth Management Platform

New open architecture platform will deliver deep integration with eMoney and access to leading investment and technology solutions, plus Fidelity’s robust service and a simplified client experience

UBS Recruited Fewer Than Two Dozen U.S. Advisors This Year, Executive Says

“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”

Rockefeller to Reach $36B AUM by Year's End

“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.

Will US firms change the face of Britain’s advice market?

The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability

Arthur J. Gallagher Acquires MDV Wealth Planning in Illinois

Thomas Vilardo and his associates will continue to operate from their current location

Jeff Bezos is buying three New York City condos worth a combined $80 million

If the units were combined, the home would have 12 bedrooms and more than 17,000 square feet of space

New York Private Bank & Trust Partners With Autus Asset Management

The partners of AUTUS have built a pre-eminent wealth management firm that provides their clients with the highest levels of personalized advice and service,” said Karl Heckenberg, CEO of Emigrant Partners.

Canaccord Genuity Reports Fiscal Results

Excluding significant items, fourth quarter earnings per common share of $0.12 (1)

Morgan Stanley Lets UHNW Clients Use Donor-Advised Funds for Drug Research

Donor-advised funds attracted $29.23 billion

Envestnet’s latest trick? Offering annuities

“This bridge from advisory platforms to insurance carriers supports the entire advice lifecycle from accumulation to decumulation,” MacKinnon says.

Rockefeller Capital expands family office in San Francisco

"Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services," he add

HORNE Wealth Advisors to Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.

Superstar advisers with $17 billion in AUM bolt from First Republic

The four advisers are setting up two separate RIAs

Insignia Group accelerates US expansion

As traditional luxury items have become more accessible to the mass market, Insignia clients – especially in the US – increasingly pursue “experiential luxury.”

Banque Pictet & Cie SA Trims Holdings in U.S. Bancorp (USB) Posted by Jeshia Costen on Jun 4th, 2019 // Commen

Pineno Levin & Ford Asset Management Inc. lifted its stake in shares of U.S. Bancorp by 3.6% in the 4th quarter.

Wealth and Asset Management