Managers of Wealth Americas

Financial advisers rank among tops in US

Bernecker joined Merrill Lynch in 1997 as a financial planning specialist.

HSBC Private Banking issues market outlook for Q3 2019

Bank sees many investment opportunities despite complex landscape

Global Impact Investing Network's 2019 Annual Impact Investor Survey Highlights A Diverse and Burgeoning Impact Investing Market

The impact investing industry is diverse.

Intertrust makes acquisition to build US presence

Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.

Wealth manager launches new investment service for American ex-pats

The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).

MAI Capital Acquires Wealth Management Practice Catering to Pro Athletes

D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach

Goldman to Combine Four Private Market Groups into $140 Billion Giant

Firm plans to capitalize on industry’s private equity boom, raise stagnant stock price

Here Comes a New $160 Billion Asset Manager

Six years in the making, Sun Life launches an independent institutional investment business.

Crestbridge opens New York office

The new office will be led by Director Adam Zivitofsky.

HighTower's Pamela Rosenau Featured on Barron's 2019 List of Top 100 Women Advisors

Pamela is a remarkable wealth advisor with a highly successful business

Mariner Wealth Advisors acquires second Houston wealth management firm

The latest acquisition is Mariner's second in Houston.

FOX Report Reveals Increased Allocation to Private Investments

Although the average overall portfolio return was essentially zero (-0.2%), family offices were surprisingly satisfied with the results.

Merrill Sticks with Recruiting Freeze, Brokers Hit Growth Numbers

Brokers in 2019 must generate six new household accounts over $250,000 to qualify for an extra 100-basis-point payout on revenue produced, up from a five-account target in the 2018 plan.

Rockefeller Global Family Office to Expands

Nathan Crair will join the Rockefeller Global Family Office as a Managing Director, with responsibility for recruiting and managing Private Wealth Advisors in the region.

BancorpSouth's Wealth Management Services President Named Among Top Program Managers

It's an honor to receive this recognition, but the accolades should go to our team

The CEO agenda: Mike Corbat, Citi

People rise to the top of the agenda.

Wealth Enhancement Group Announces Acquisition

Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years

Snowden Opens First Florida Office, Staffed With $344M Merrill Lynch Teams

Both the Parr Murillo Group and the Rego Arias Group will specialize in providing financial and estate planning services to high-net-worth families and institutions in the U.S. and worldwide.

CUSO grabs credit union program from LPL as parent closes Next acquisition

EECU is not the only credit union in Texas to join CUSO.

Merrill Lynch Team Goes for Independence with Sanctuary

An expanded range of investment options, operational support, and client services through Sanctuary will enable us to maintain our client focus” and “grow successfully,” Westcoat says in the release.

Wealth and Asset Management