Managers of Wealth Americas

BW Forsyth stakes $6bn family office in first wealth deal

BW Forsyth, the investment arm of global manufacturing and consulting firm Barry-Wehmiller, has taken a minority position in St. Louis-based Matter Family Office.

CFG Expands in California With New Private Banking Offices and Team

The firm created a Private Banking team full of experienced professionals

Waystone to support American Century’s first European ETFs

In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.

Ultra-Rich Families Are Nervous About the $84 Trillion Generational Wealth Transfer

More than half of ultra-wealthy families are concerned about ceding control to an unqualified next generation, a survey found.

Altium Wealth Management, an Associated Practice of Hightower Advisors, Partners With High-Net-Worth Advisor Practice in Boston

Altium Wealth Management joined Hightower in 2022

Wealth Enhancement Group Announces Acquisition of FinTrust Capital Advisors, LLC, a Hybrid RIA with Over $2.39 Billion in Client Assets

This partnership brings Wealth Enhancement Group's total client assets to more than $94.7 billion.

Mercer Advisors Adds Kades & Cheifetz, a Pennsylvania-based RIA serving high net worth clients

Joining Mercer Advisors allows us to free up our time to focus on serving existing and new clients.

ClearEstate and IG Wealth Management Announce Partnership

IG Wealth Management and ClearEstate partner to provide Canadians with a modern estate planning experience to protect legacies

Citywire Americas International Wealth Management Awards 2024 – Votaciones

The time has come to elect the best bankers and investment advisors in the region. Voting is officially open.

JR Wealth Management Revolutionizes Wealth Management Industry with Personalized Solutions

JR Wealth Management offers a bespoke wealth management experience tailored to each client's unique needs and aspirations.

Mission Wealth Announces Merger with Stonepath Wealth Management

This merger underscores Mission Wealth's dedication to bringing strong advisory resources

The gold rush continues

We note that central bank gold purchases have fallen since the beginning of June.

InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management

New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

TPG acquires minority stake in wealth management firm Creative Planning

The investment in Creative Planning is being made through TPG Capital

Citi Private Bank uncovers family offices top priorities

Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations

Family office space feels the forces of expansion and change

These forces are expected to continue significantly impacting the sector’s expansion.

Family offices, ultra high net worth investors eye private equity

The interest from these two investor groups could bolster fundraising over the next few years.

North American family offices navigating looming wealth transfer with ‘cautious optimism’

The coming years will see a significant shift in control within North American family offices as wealth transitions to the next generation but a report by RBC and Campden finds many remain unprepared

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

Santander and BlackRock boost their work in Private Asset Finance

Partnership for Private Asset Financing widens between Santander and BlackRock

Wealth and Asset Management