Managers of Wealth Americas

Macquarie Group announces $A2,305 million half-year profit

The strong result was primarily driven by positive performances from CGM’s businesses.

RBC Wealth Management working to make financial services more inclusive, joins Financial Alliance for Racial Equity

As a member of FARE, RBC Wealth Management will focus on creating awareness of opportunities to attract and retain diverse talent to the financial services industry, increasing retention among early career professionals of color and helping mid- to late-c

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Private Advisor Group has plans to continually evaluate and expand its available strategist solutions with a focus on providing a differentiated experience for both advisors and investors.

Credit Suisse enters into a framework agreement to transfer a significant portion of its Securitized Products Group and other related financing businesses to Apollo and PIMCO

Credit Suisse’s Securitized Products Group is a full-service, vertically integrated credit solutions provider to a range of incumbent and emerging lenders across residential and commercial real estate, consumer and other asset classes.

Adding the personal touch to wealth management

Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent

Apollon Financial Launches to Provide Personalized Wealth Management Solutions

Managing Director of Apollon Financial, Brad Schaffnit, has spent two decades in financial services helping individuals, families and businesses manage their financial futures

Unicorn Strategic Partners and iCapital® Partner to Provide LATAM Wealth Managers With Access to Institutional-Quality Alternative Investment Opportunities

iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region

Envestnet and FNZ team up

The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.

How one international advisor found her home in the wealth space

Investment counsellor explains how growing up in two countries has shaped her career

Arete Wealth Named One of Four RIAs to Watch by Trade Publication AdvisorHub

Arete Wealth's 'Ground-Breaking Offerings' in Alternative Investments 'Super-Charge Growth' and 'Distinguish it from Competitors'

Asset managers stick to their guns on ESG

Political pressure has not deterred firms from pursuing sustainable investing

Royal Bank of Canada plans push into UK commercial banking segment

RBC is claimed to be the largest bank in Canada in terms of market value.

Looking for Yield? UBS’s Wealthy Clients Turn to Cash

While they’re not withdrawing completely from markets, the volatility has increased uncertainty.

Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Named 2022 Five Star Wealth Manager San Francisco/Bay Area-Based Wealth Management Firm

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.

Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships

They will also allow RAM to extend the reach of its active equity and fixed income as well as alternatives strategies across fundamental, systematic, and thematic approaches.

Millennial and Generation Z Financial Wealth Jumped 25% in 2021

It’s time providers consider this cohort to build long-term relationships

Wealth and Asset Management