Managers of Wealth Americas

Unlocking Success: Key Factors for Effective M&A Integration

But the history of transactions in this industry is hit or miss.

Morgan Stanley slips as wealth management revenue disappoints

In terms of revenue, the quarter generated $13.3 billion, slightly exceeding the consensus estimate of $13.25 billion.

Stokes Family Office Named to Top RIA List by Forbes/SHOOK Research

The New Orleans-based financial firm ranks #40 and is the only Louisiana organization in the top 100 for the second consecutive year.

Diversification matters as conflicting forces pull on markets

Brent rose around 2% to USD 91.90, reflecting concern that a broader Middle East conflict could disrupt oil supplies.

Family Office Finds Success With Flat Fee Structure

Alpha Capital is a multifamily office based in Greenwood Village, Colo., that serves some clients with $1 billion or more in assets. Campbell said he anticipates more firms moving to this type of fee structure.

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Grow Bearish on the Market

Yet investors appear optimistic on the economy

Wilmington Wealth Management Firm Joins New York Conglomerate

Rockefeller touted the expertise Decision Point Wealth Partners will bring to Rockefeller in its release, stating the Wimington team has 120 years of combined experience in private wealth management.

Wealth flight: should we care when the rich threaten to go into tax exile?

High earners often warn they will up and move when taxes are raised, but in the long term they are better off staying put

J.P. Morgan Asset Management Launches New Fixed Income ETF: JBND

Aiming to outperform the Bloomberg US Aggregate Bond Index over a three to five year market cycle, JBND focuses on a value-driven approach that emphasizes intermediate bonds of the highest quality.

Real Estate Mavericks David Attias and Christopher Rassam Join Nest Seekers International’s Burgeoning Office of Global Wealth

David and Christopher are the latest luxury real estate stars to join the exodus to Nest Seekers International

Arizona-Based Goldman PFM Advisors Jump Ship to Other RIAs

One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.

$4bn Swiss shop Brainvest merges with Brazilian multi-family office

The Swiss-based Brainvest has locked in a deal with multi-family office Enso as part of its plans to expand into Brazil.

Richest 1% Increase Their Share of Post-Pandemic Wealth

The data paints the recent wage increases for lower-income and less educated workers in a new light, the report said.

Kingswood US launches a New York banking office

The new office is situated in the refined Tower56 office complex at Park Avenue and 56th Street.

The 2023 Family Office Impact Investing Roundup

With almost 20 years passed since the phrase ESG was coined, impact investing is no longer in its infancy and has proven viability and profitability.

Safra: a family in turmoil over the will of the world’s richest banker

Joseph Safra helped build a $25bn global empire of banks, property and agribusiness based in Brazil. That inheritance is now the subject of a bitter court battle

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management

Vanguard bolsters headcount in Europe as profit grows 13%

Growth of UK platform helps boost asset management giant's coffers

Markets undermined by rate worries

Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.

Abberley to lead Raymond James and Charles Stanley UK wealth tie-up

A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.

Wealth and Asset Management