Managers of Wealth Americas

CIBC launches new brand, cuts ties with PC Financial

First and foremost, we are committed to ensuring a smooth transition for our clients

Stroock Advises Instinet in Purchase of BlockCross ATS from State Street

Stroock’s FinTech team counseled Instinet in the preparation, negotiation and due diligence of vital intellectual property and information technology components.

Morgan Stanley’s diversity-focused innovation lab welcomes first cohort

Only a small fraction of all venture capital money is given to multicultural and women entrepreneurs.

Investors Lose When Asset Management is Deemed a Commodity

Even seemingly small differences, however, can make a big difference to an investor, he contends.

Fidelity allows clients to see digital currencies on its website

Fidelity Investments Inc has started allowing clients to use its website to view their holdings of bitcoin and other cryptocurrencies held through digital wallet provider Coinbase.

How Folio Forged A 'Connexion' Between Advisors And Robos

We never believed that robos would put advisors out of business.

Fintech expert to join British digital banking startup

Sam Maule joins 11:FS as Managing Partner, Americas

Morgan Stanley Is Pitching Big Data Against Robos

The brokerage’s wealth management model is based on personal relationships, so advice without human input goes against its culture and business model, according to Davenport and Bean.

Chubb Enhances Family Office Portal to Help Family Office Managers Operate More Quickly and Efficiently

Family offices help successful families manage their investments and trusts as well as provide personal day-to-day services

Dinosaur Merchant Bank selects InvestCloud for wealth management

The Bank’s customers across Europe and Latin America will be able to access their portfolios at any time and on any device.

Best Accounting System Provider—SS&C Advent

APX and Geneva prove unstoppable this year as SS&C Advent looks at new ways of serving new clients

SEI Adds $2 Billion in New Defined Contribution Assets

SEI currently manages retirement plan assets for over 350 plan sponsors worldwide, representing over $60 billion in assets.

JPMorgan develops robot to execute high-speed trades

Trial shows AI is more efficient than traditional methods of buying and selling

Scotia ranked as World's Best Consumer Digital Bank

Scotiabank is undergoing a digital transformation to meet the changing expectations of customers.

AIMA: Smaller Firms Remain the Lifeblood of the Hedge Fund Industry

The second branch contains firms that each run less than $1 billion in hedge fund assets.

Morgan Stanley Invests In iCapital Alts Platform

Morgan Stanley’s investment, together with investments from UBS Financial Services and lead investor BlackRock, brings iCapital’s total funding to date to over $50 million.

Cannabis tech platform closes private placement

The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.

Nasdaq buys London-based regtech company

The acquisition of Sybenetix will further expand Nasdaq’s leadership in the surveillance space and make it a leading provider to the buy-side industry

Pilatus Bank reacts to Wells Fargo shutting down their branches

Pilatus Bank explains why Wells Fargo Bank is closing 450 of its branches in the US.

Wells Fargo accidentally leaks 1.4 gigabytes of information on high net worth clients

The majority of the affected customers are clients of Wells Fargo Advisors, the branch of the bank that serves high-net-worth investors.