Managers of Wealth Americas

Zoe Financial Announces Its New Innovative Wealth Platform

The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth

Bellevue Asset Management launches debut private equity secondaries fund

The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.

Cutting Through the Tactical Noise

European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.

JPMorgan Chase registers 6% rise in Q4 profit

In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.

Bank of America, Wells Fargo, Citi, J.P. Morgan Add Advisors as Assets Fall

Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.

RBC Global Asset Management Inc. announces December sales results for RBC Funds, PH&N Funds and BlueBay Funds

Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.

Goldman Sachs' investment team bullish on equities

The bank's wealth management team expect the benchmark S&P 500 to end 2023 at between 4,200 and 4,300 points, up to 12% higher than its 2022 year-end level

Credit Suisse Deal With Michael Klein Raises «Serious Issues»

Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.

Forbes Ranks 13 William Blair Wealth Management Teams Best in State

Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under

Public pension plans tilt toward alternatives

The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.

How Brian Stein, A Private Wealth Manager, Assists Clients in Navigating the Spectrum of Liquidity

With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.

Wealth managers most bullish on bonds since 2009

‘There is hope that 2023 will be a better year for investors’

Goldman Sachs Asset Management allocates $15.2bn for PE-backed junior debt investments

The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund

Citigroup to launch search for new wealth management chief

Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.

CS First Boston – Payday For the Klein Brothers

Klein's boutique will be merged with CS First Boston to which Credit Suisse plans to outsource large parts of its international investment banking and sell it to third parties in a further step.

Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm

Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.

J.P. Morgan Private Bank releases study on global billionaires

Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments

UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list

Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Clients can fund their investment accounts more easily and quickly via the mobile app

The Building Blocks of a Durable Family Office

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Wealth and Asset Management