Managers of Wealth Americas

NBA Star Launches RIA For Sudden Wealth Recipients

We will not only focus on helping athletes manage their money, but all types of sudden wealth recipients

JPMorgan whistleblowers get $50M from SEC in high-net-worth case

The SEC didn’t name the company involved or the people getting the awards, citing federal law that protects confidentiality.

Addepar Expands Senior Services Leadership

Clients benefit from best-in-class technology and tailored service to grow their businesses without limitations

Pitcairn Wins Best Multi-Family Office (Client Initiative) at Family Wealth Report Awards 2019

Firm Also Recognized in Best Overall Multi-Family Office, Thought Leadership and Leading Individual Categories

Tamarind Partners Receives Two Accolades

Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.

Tiedemann Advisors Wins Multiple Family Wealth Report Awards

Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories

Boeckermann Grafstrom & Mayer Launches Family Office Services Group

Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.

How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest

The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.

NFP To Acquire Bronfman Rothschild

The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.

Global investor services provider rebrands

Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.

Onex swoops on wealth manager

Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada

UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings

We have been evaluating numerous third-party funds

Northland Wealth Management Recognized as Best Family Office in North America - Under $2.5B in AUM

We are honoured and wish to thank our clients for placing their trust in Northland Wealth

Russ Prince: Accounting Firms Benefit With Family Office Practices

When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability

Wells Fargo could be putting more of its focus on wealth management

Speculation is mounting that the bank is dumping some lines of business to focus on just a few areas, including financial advice

Market pressure blurs the line between US asset and wealth managers

Should regulators step in? Time will tell and no doubt there will be some bad actors

Blucora to purchase tax-focused wealth manager

The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.

Janney to acquire FIG Partners

The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.

Hong Kong voted world's top international financial centre

BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.

Andrew Graham launches SEC Registered Investment Advisor and fiduciary firm Jackson Square Capital

Jackson Square Capital advises over $250 million in assets under management.

Wealth and Asset Management