Managers of Wealth Americas

Janet Yellen Sees Lessons from Credit Suisse Failure

he name is already fading from view in international circles, increasingly replaced by the brand of the last major Swiss bank standing – UBS.

Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program

The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.

Miami Multifamily Office Acquired by Brazil’s BTG in Global Push

Firm specializes in high-net-worth clients in Central America

Heirloom Wealth Management Partners with IFI Network to Incorporate Banking Marketplace

The partnership aligns with Heirloom Wealth Management’s commitment to providing clients with comprehensive and personalized financial strategies.

SEB Implements Broadridge’s International Post-Trade Processing Solution

Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship

Can the next generation step up to the challenge of managing family fortunes?

Family offices express concerns as intergenerational wealth transfer approaches

When generations collide: how younger investors will change the shape of wealth management

America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.

Family offices bet big on AI – but fail to adopt the technology in-house

Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals

Kingswood U.S. Welcomes $1 Billion Advisory Firm Eudaimonia and its 17 Advisors to its Network

The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors

Wealthy Families Increasingly Question Where in the World to Keep Their Assets

Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.

Envestnet Wins Five 2024 'Wealthies' Awards, Including Advisor Choice Award & Best Unified (All-in-One) System

Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report

The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.

BlackRock teams up with Partners Group

The solution is said to collate private equity, private credit, and real assets into a single portfolio, which will be managed by both companies

Wealth Managers turn to technology to address challenges

The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.

Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution

Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools

Family office investment in real estate poised to increase

But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.

Crusonia Wealth Advisors Launches with Support from Michaud Capital Management LLC

Innovative wealth management firm empowers advisors with ownership mentality and client-centric approach.

LPL welcomes $655M wealth team in Ohio

The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.

Savant Wealth Management Ranks 17th on Barron’s 2024 Top 100 RIA Firms

In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors

Williams Jones Wealth Management Named to Barron’s 2024 Top 100 RIA Firms List

Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.

Wealth and Asset Management