Managers of Wealth Americas

TAG Associates Wins Two PAM Awards, Including Best Multi-Family Office

Director Ted Katramados wins Best Investment Manager/Professional; TAG Also Nominated for Three Family Wealth Report Awards

Frederick Baerenz and the AOG Wealth Management Team Receive a Huge Welcome to Times Square

AOGFX provides diversified exposure including non-traditional investments.

BTG Pactual reports record total revenues

BTG Pactual reported strong growth driven by client activity.

Key Family Wealth Named "Best Multi-Family Office $10B- $20B' at the 2023 Private Asset Management Awards

This is the third consecutive year Key Family Wealth has been honored with this distinction.

Aspiriant Wins Private Asset Management's Best Private Wealth Manager In Client Service Award

We are honored to be recognized by Private Asset Management for our distinguished commitment to supporting our clients with expanded offerings, resources and new platforms

NYC Wealth Exodus Drives Billionaire’s Bet on South Florida Boom

Related Cos. is seeking opportunities for real estate projects outside of West Palm Beach and Miami, where the firm has already established a presence.

Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022

Outpacing its 2021 results with nearly $4 billion in new assets, the firm is positioned for rapid growth in 2023

Wealth Enhancement Group Grows by Adding Washington Wealth Advisors, an Independent RIA with Over $273 Million in Client Assets

This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.8 Billion as East Coast Presence Grows

UBS advisor team Montage Financial Group named to the Forbes Best-in-State Wealth Management Teams list

The Montage group is a specialized, experienced team that focuses on delivering insightful, tailored advice to guide generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges.

Hightower Facilitates Strategic Merger Between TC Wealth Partners and EFG Advisors, Bringing their Combined AUM to More Than $2 Billion

Both firms are based in the Greater Chicago area and specialize in serving business owners

Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2023 Results

Excluding significant items, quarterly earnings per common share of $0.16 (1)

Credit Suisse Group announces the acquisition of The Klein Group LLC

CS First Boston, with its differentiated proposition and partnership model, is expected to be more global and broader than existing investment-banking boutiques, more focused than bulge bracket players

Mirador boosts RIA capabilities with Fusion Financial Partners purchase

The consolidated entity, which will function under the brand of Mirador, will have around 200 employees.

Clarity Private Wealth Solutions Is Steward Partners' Fourth 2023 Transition

Nearly $700 million in assets added to Steward Partners network in 30 days

Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets

Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant

Investment Strategy

The positive trend observed in the last quarter of 2022 has persisted into the new year.

Wealthtech partnership opens new engagement opportunities for advisors

Mackenzie Investments and CapIntel say new Link offering injects conviction and storytelling into the KYP experience

Goldman Sachs Asset Management Completes Final Close of West Street Capital Partners l

One of the largest first-time Growth Equity fund in history

RBC named Caribbean's best private bank

The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.

Winning Advisory Clients From Major Institutional Brands

The advisors at major brands have institutional limitations enabling smaller high-quality advisory firms to consistently win clients away from them.

Wealth and Asset Management