Managers of Wealth Americas

BMO Global Asset Management making climate change a priority

BMO GAM has selected a range of specific focus issues for engagement in 2020 in relation to climate change.

UBS Financial Advisor Named to Both State and National Forbes Lists of Top Wealth Advisors

Recognition as a leader in financial services

Citi Announces Citi Wealth Builder Digital Investment Platform

Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.

Fiduciary Trust hunting for more wealth managers

The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said

$1.2 Billion Team Departs Bank of America Private Bank for Fieldpoint Private

Orlando/Winter Park expansion underscores Fieldpoint’s growing Florida presence

Marsh combines two private client services practices

As a combined entity, the MMA PCS practice will serve the HNW sector from 120 locations throughout the US with more than 700 client-facing colleagues.

Goldman Sachs to increase private wealth adviser headcount

Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.

Stifel Reports Record Fourth Quarter and Full-Year Results

For the three months ended December 31, 2019, the Company reported non-GAAP net income available to common shareholders of $146.6 million

Credit Suisse Wanted to Keep Toehold in U.S. Wealth Mgmt – Documents

The documents cited by Bloomberg only became public because Credit Suisse appealed a ruling in December after it lost an arbitration proceeding with Richard DellaRusso and Mark Sullivan, two of its former advisors, over deferred pay, according to the news

5 Emerging Investment Trends for Wealth Managers in the 2020s

From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.

Refinitiv report on Transformation of Wealth Management – five trends for 2020 and beyond

According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships

Wealth management firm merges to create $1.8B RIA

The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.

Credit Suisse Shed U.S. Private Bank With Designs on Reviving It

They also show how the bank tried to retain its richest clients and left the door wide open to re-enter the market with a different pay structure.

Ultra-Wealthy Demand Up For Single-Family Office Services

The survey found that more than three-quarters of trust and estate planning professionals (78%) said their clients were interested in incorporating impact and sustainable investing as part of their overall wealth plans.

$45bn wealth firm drops model portfolio in fund streamlining effort

Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.

Inside RBC’s efforts to improve corporate governance

Why Royal Bank of Canada took home the 2019 Corporate Governance Award for best overall governance – international

Nicholas Wealth Management named to the 2020 Atlanta Magazine 500 Most Powerful Business Leaders

According to the magazine, the selection process was time consuming and included consulting experts across different sectors.

Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group

Former financial advisor will use first-hand experience as a client-facing wealth manager

Fieldpoint Private shortlisted for four PAM Awards

The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.

'It's like managing a super yacht': Under the hood of Argentina's Andes Wealth Management

Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.

Wealth and Asset Management