Managers of Wealth Americas

Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

This marks the second year that both teams received this honor from Forbes.

Steward Partners Continues Florida Expansion with Palm Beach Gardens Office, Formation of G2G Wealth Management

New team will manage approximately $377 million in client assets

Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors

Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis

Goldman Sachs Family Office Launches Expanded Family Office Platform

The enhanced family office platform integrates capabilities across the firm to provide à la carte services or an advisor-led holistic solution.

What is private capital and why is it so attractive for family offices?

This article explores the sources of private capital, how it is being deployed, and ways to navigate these trends.

LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management

American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

BlackRock and the Monetary Authority of Singapore (MAS) spearhead collaboration to unlock investment opportunities in decarbonisation in Asia

The Industrial Transformation programme will also seek to catalyse additional concessional and commercial capital to support these projects.

Sophisticated Resources to Support High-Net-Worth Clients Draws Advisor with $100 Million to Ameriprise Team

Scott Guptill, CFA was seeking to elevate his client experience and found the right fit with Q5 Wealth Management, a top team with Ameriprise

Allworth Acquires $839M Pacific Northwest Firm

The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Ultra High Net Worth Clients

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

Macquarie Asset Management and Hydro Rein announce commencement of commercial operations for 456MW onshore wind power complex in Brazil

To support this commitment, the projects have established a nursery to produce seedlings of native plants species.

CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards

CI GAM earns an industry-leading number of awards for a second consecutive year

Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français

These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.

Fifth Third Wealth Advisors Adds Team, Office in Charlotte, North Carolina

Fifth Third Wealth Advisors ranks among the top 500 independent RIAs in the US.

Elizabeth Hart at U.S. Bank Private Wealth Management

She takes the time to understand her clients’ unique needs and directs teams of specialists to provide services that help her clients work toward their goals.

Citi revamps pay for wealth bankers

More bonuses will go to those who move client assets into investments, and less to those who sell new loans

Quintet Private Bank Europe S.A. Raises Position in JPMorgan Chase & Co. (NYSE:JPM)

The institutional investor owned 322,510 shares of the financial services provider's stock after purchasing an additional 45,373 shares during the quarter.

Pell Wealth Partners joins Rise Private Wealth Management

Warwick. The combined team now manages over $4 billion in assets.

1
2
3
…
29
30
31
32
33
34
35
36
37
38
39
…
468
469
470