Managers of Wealth Americas

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

Goldman loan program to help LPL advisors tap HNW clients

The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.

Amundi and CreditEase sign wealth management partnership

Under the agreement, the two firms will collaborate in wide range of areas covering global asset allocation, wealth management solutions, risk management and control, as well as relationship development with local regulators and industry institutions.

Fiera Capital Acquires Leading High-Net-Worth and Institutional Investment Firm

Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital

Malta bank chief held in US over Iran links

Company had been under scrutiny by murdered journalist Daphne Caruana Galizia

Private banking trust first then digitalisation

Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”

Hilliard Lyons Wealth Advisor Named to Financial Times’ Top 400 Advisers List

This designation puts Schutz among elite advisors at national, independent, regional, and bank advisors across the United States.

7 reasons keeping wealth managers up at night by SS&C

Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a

New Spectrem Group Market Insights Report Reveals Significant Growth in U.S. Household Wealth in 2017

The report also includes information on the investment habits and behaviors of investors based on advisor usage and occupation.

Oakbrook Solutions Crowned 'Best Family Office Management Consultancy'

One of six firms to be shortlisted, Oakbrook Solutions was crowned ‘Best Family Office Management Consultancy’ for the third consecutive year at the 5th Family Wealth Report Awards 2018.

Wealth and Asset Management