Managers of Wealth Americas

Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the Tamarac portfolio management solution for second straight year

Old Mutual Global Investors Strengthens US Offshore and Latin American Presence

Under the new arrangement, which was effective from 1 April 2018, the team will work with OMGI, continuing to develop and support the business’s position in the market.

Vistra Continues Global Expansion with the Launch of a New Canada Office

This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.

Wellington-Altus Private Wealth Hires Top Advisor Coaching Firm Carson Group

"Hiring a company whose leader is still an Investment Advisor is what is important to us", says Shaun Hauser, President and COO of Wellington- Altus Private Wealth.

Canaccord Genuity Welcomes Stanley Asset Management to its Canadian Wealth Management Business

The team will benefit from the extensive resources available across our organization and our strong culture of entrepreneurialism and independence, which supports investment advisors as they deliver the value proposition that best suits their clients.

Envestnet drops four shops on $751m fund, goes quant

Thomas has been a manager of the fund since December 2009 and Zvingelis has been on the fund since 2015.

How Women’s Wealth is Changing Private Banking

Crucial tips for women’s wealth management from leading financial planners.

UBS to ask PMs for fee cuts as part of global merger

The Swiss bank announced in January that it would merge UBS Wealth Management Americas with its global wealth management operation into one new unit, UBS Global Wealth Management, which would have $2.3 trillion in assets under management.

TorchStone Again Recognized by Private Asset Management

TorchStone is the Back-to-Back Winner of the PAM Award for the Best Security Solution

Russ Runck & Associates achieves new status

Russ Runck, which has been a financial advisory practice of Ameriprise since 1999, is among the 15 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.

Merrill Lynch creates new position for Southern Gulf States market

Noel has 15 years of financial services experience.

Northern Trust Asset Management Expands Relationship with Minority-Owned Brokers

Firm sets 10% target, increases use of minority brokerages

Austin-based RIA to Join Brown Advisory

The transaction is subject to customary closing conditions, including certain client consents with respect to Meritage's funds.

R. M. Davis Surpasses $4 Billion in Assets Under Management

Firm remains largest private wealth manager in Northern New England

Linda Mack of Mack International named a Top Woman in Wealth Management

The awards dinner was held at the Mandarin Oriental, New York and was an evening dedicated to showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.

Charting The Adoption Of Direct Startup Investments By Family Offices

Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.

Sallie Krawcheck's Investment Firm Starts New Fund to Help Women

The new offering announced Tuesday includes investments that are targeted at having a positive social and economic impact through advancing women.

Iberiabank wraps up Gibraltar Private Bank & Trust acquisition for $220m

The deal, first announced in October last year, takes IBERIABANK’s total assets to around $29.5bn.

UBS Poaches Private Bankers in Mexico

Switzerland’s largest bank has now pounced again, taking on a team from J.P. Morgan

Rockefeller Capital inks lease at Rock Center

Wall Street newcomer signed a 15-year lease

Wealth and Asset Management