Managers of Wealth Americas

The latest on JPMorgan's big wealth-management plans

The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors

CircleBlack Launches Major Upgrade to Wealth Management Platform

Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities

Wealth preservation takes centre stage in Latin America

Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.

Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using

“We took a hard look on where we were and we knew that we needed to do more”

Harness Wealth raises $15 million to democratize the power of family offices

That high bar means there are still a lot of people with a lot of resources who need hand-holding.

The Impact Partnership launches Impact Partnership Wealth

The sub-advisor partnership with Market Guard provides a proprietary investment methodology for portfolios

George Ferizis Group to Join Focus Partner Connectus Wealth Advisors

Joining such a highly collaborative consortium is an exciting new phase for our firm.

Consulting/Wealth Management Real Estate Survey

Investors that Outsource Fund Administration Value Industry Knowledge, Experience and Client Service, According to Outsourcing and Commercial Real Estate Investment Findings

JP Morgan to acquire values-based investment specialist

Accelerates ESG investing capabilities for Wealth Management clients

LaTrobe Financial’s wealth arm the focus for bidders

As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.

Introducing SS&C Lyric. Bold. Ambitious. Real.

Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.

Digital Mindset Moves into Mainstream

Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda

CI Financial Enters Pennsylvania with Acquisition

CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion

Citibank Named "Best Bank for High-Net-Worth Families" by Kiplinger’s for Fifth-Straight Year

Citigold Offering Highlighted in Kiplinger’s Fifth-Annual "Best Bank for You" Edition

Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking

These advisors work tirelessly to serve their clients and help them achieve their financial goals.

$36B wealth manager eyes credit union expansion with LPL

Bank and credit union investment programs increasingly are seeking to outsource compliance and operational tasks while dropping their own BDs and RIAs or cutting them drastically.

The Coury Firm Expands its OCIO Offering to Institutional Investors

The multi-family office's Asset Management division expands its Outsourced Chief Investment Office (OCIO) services with a focus on small- to medium-sized foundations and single family offices

Mercer Advisors Acquires AFI Wealth Strategies

Acquisition of AFI Wealth Strategies Increases Mercer Advisors' Central United States Presence

Banks Develop In-House Family Office Solutions For Digital Differentiation

A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.

Lost Fortune Pits Rich Russian Against Rothschild in New York Court

Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.

Wealth and Asset Management