Managers of Wealth Americas

More than half of family offices are expecting a downturn

More than 4 in 10 are increasing their cash reserves, while 22% are reducing leverage exposure within their investments.

The future-empowered high-net-worth investor

As technology provides greater intelligence, it’s likely the next generation of investors will play by different rules.

Rockefeller Asset Management Awarded PRI’s ESG Research Report of the Year

As the sole U.S.-based asset manager to have participated in the UNEP FI working group, as well as the sole U.S.-based asset manager to have been shortlisted for the PRI award

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors

Distinction Comes After Publication Consistently Ranked Mrs. Pence Among Country's Top Financial Advisors Over a 10-Year Period

Boston Private Announces Integration of KLS Professional Advisors Group with Boston Private Wealth

Combined firm becomes one of the largest registered investment advisors in the US focused on serving high-net-worth clients

Goldman Sachs Is Taking Another Stab at Serving Europe’s Rich

Bank plans to hire more than 30 wealth advisers in three years

Hub International Acquires The Assets Of New York-Based Perennial Pension And Wealth, Inc.

Hub continues to strengthen its retirement planning and wealth management services with the addition of talent and resources to develop more comprehensive solutions for their clients.

UBS Advisor Named to Barron's 2019 List of Top Financial Advisors

This is Kilgroe's sixth consecutive year on the list.

Top private bankers, wealth managers feted

Night’s big winners include Citi Private Bank which wins 'Best Private Bank, Asia', Societe Generale which wins 'Structured Products House of the Year', and Yuanta Securities for 'Best ETF Provider'

Head of Schwab Private Client is apparent casualty as Charles Schwab slices $100 million in expenses by pink-slipping 600 staff in face of interest rate 'time bomb'

Schwab executive Chris Thom let go by Schwab as part of its efforts to reduce its workforce by 3% this week, a source says to get ahead of an expected Fed rate cut that will slash revenues.

Independent investment advisory team joins Sanctuary Wealth

Sanctuary Wealth is redefining the independent space with services and solutions to serve the ultra-wealthy,” Yamaki said. “I’m thrilled to be joining its elite network of advisors.

HighTower Advisors Named to Barron's 2019 Top 100 Independent Wealth Advisors List

Barron's ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams

Peter L. Bermont Named to Forbes List of America's Top Wealth Advisors

Bermont, whose group manages over $2.1 billion in client assets, specializes in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments.

Bouris’ YBR partners with US asset manager

Following the announcement, YBR executive chairman Mark Bouris said: “We are pleased to team up with a group of Magnetar’s calibre.”

Demystifying Family Office Choices For The Ultra-Wealthy Client

Families of significant wealth want to preserve and grow their wealth

Assante Wealth Management partners with leading financial technology company

This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.

WealthManagement.com Announces 2019 Industry Awards Winners

Judges recognize 61 companies for their outstanding support of financial advisor success from among 166 finalists

Wealth Advisory Firms Are Merging, but What’s in It for Clients?

This is great for the advisers who have ownership stakes in the acquired firms.

Investec goes for Gabelli Value’s throat with discontinuation vote

In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV

3 mistakes advisers make about high-net-worth women

The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude

Wealth and Asset Management