Managers of Wealth Americas

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Navigating through the storm

Royal Bank of Canada Reports First Quarter 2021 Results

Record earnings in Capital Markets as well as positive earnings growth in Personal & Commercial Banking, Wealth Management and Insurance were partly offset by lower results in Investor & Treasury Services.

How Much Money Is Needed To Hire The Best Wealth Management?

The first thing to realize is that it is impossible to manage wealth effectively without a management system.

11 UBS Advisors in San Diego named to the Forbes/SHOOK Best-in-State Wealth Advisors list

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets.

Citi is considering divesting some foreign consumer units

The company is weighing divesting certain units across retail banking in the Asia-Pacific region, including those in South Korea, Thailand, the Philippines and Australia, according to people familiar with the matter.

Northern Trust Expands Foreign Exchange Currency Management Services Footprint with Key New Mandates

Clients Focus on Managing FX Exposures Through Advanced Currency Hedging Solutions

CIBC Private Wealth, US, Wins Private Asset Management’s “Best Private Wealth Manager Over $5bn – Performance” Award for 2nd Consecutive Year

This is the 11th investment-related PAM award that CIBC Private Wealth has received for the firm’s investment platform over the past 10 years

TAG Associates Wins PAM Award for Investment Due Diligence

The awards were presented by PAM at a virtual awards presentation Feb. 10.

Boston Private Named Industry’s Best for Client Service by Private Asset Management

Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.

BNY Mellon Introduces ETF and Managed Account Model Portfolios

In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.

Citigroup CFO Mark Mason to Present at the 2021 Credit Suisse Financial Services Forum

The presentation is expected to begin at approximately 1 p.m.

New York widens lead over London as finance hub: Duff & Phelps

Britain is under pressure to bolster the competitiveness of its financial services after 7,500 staff and over a trillion euros in assets left for the EU post Brexit.

Pinterest CEO’s Wealth Tops $5 Billion on Microsoft News Report

With a market cap of $53.7 billion, Pinterest would be Microsoft’s largest acquisition ever -- more than double the $26.2 billion it paid in 2016 for LinkedIn Corp.

Key Family Wealth Named "Best Multi-family Office $10B - $20B" at the 2021 Private Asset Management Awards

This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth

Best-in-State Wealth Advisors

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria

Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets

Acquisition Supports Firm's Plan to Triple Size of Client Assets to Over $4 Billion by 202

Brown Wealth Management acquires Truuwater Financial

This acquisition is the first step in BWM's accelerated expansion strategy, which envisions tripling the firm's assets to over USD4 billion by 2025, through acquisitions as well as organic growth.

BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies

There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.

Family Offices' Favorite Property Type Will Be Ripe For Investment Soon

All told, the eviction process for multifamily renters starts about nine months before any signs are visible

America’s billionaire philanthropists gave away more during the pandemic. But there’s a catch.

We need more transparency in the world of charity.

Wealth and Asset Management