Managers of Wealth Americas

Bank of America wealth unit reports strong Q4 with record inflows

Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.

Astorg raises a €1.3 billion Continuation Fund in partnership with AlpInvest and Goldman Sachs Asset Management Vintage Funds to support portfolio company IQ-EQ

The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.

The only man who can save Credit Suisse bonuses. Career advice from the ex-CEO of HSBC

If you work for Credit Suisse's investment bank in America, having Meissner in the locality is a good thing.

JPMorgan’s offshore shift in LatAm reaps strong growth in private banking

Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.

Zoe Announces partnership with wealth manager

Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.

How can hedge funds work more effectively with wealth firms as assets soar?

This pool of money – which is spread across wealth managers, private banks and other providers of investment services to high net worth individuals – is not only unlikely to dissipate anytime soon, but is also one that is increasingly looking

JPMorgan beats profit estimates as dealmaking boom softens trading decline

Loan growth, the bank's core business, was also up 6%, helped by a rebounding economy, while net interest income from lending and investments in Treasury securities was up 3%.

More than half of organizations have gaps in their zero-trust implementations

Organizations Struggle to Consistently Authenticate Users and Devices

Arora Brothers Tap Goldman for $321 Million B&M Stake Sale

SSA Investments, the Arora family’s Luxembourg-based investment firm, is selling 40 million shares in B&M European Value Retail SA to institutional investors through an accelerated book building, Goldman Sachs said Thursday in a filing.

Morgan Stanley added 110 int’l advisors in 2021 hiring spree

Gatesman added that they onboarded over $16bn in international client assets through the new hires.

Zurich boutique opens in Panama to serve LatAm

The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.

Bernstein Private Wealth Management Launches New Financial Advice Series “Let’s Talk”

Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson

Wealth Solutions Report Welcomes Adam Malamed and Susan Theder to Panel of Judges for WSR Growth & Innovation Awards

Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year

Mercer Advisors acquires wealth management firm

Expands Mercer Advisors' Florida and Northeast Presence

Mercer Advisors Acquires wealth management firm

Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence

CI Financial to Acquire Canada’s Leading Multi-Family Office

The firm manages approximately $2.2 billion of investment assets and $9 billion of family net worth on behalf of clients

Financial scoops up private bank's wealth management assets

Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community

Analytics transformation in wealth management

Modernization can be game changing when it targets the role of RMs.

Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg

The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.

Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices

New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas

Wealth and Asset Management