Managers of Wealth Americas

Carlyle-backed art finance business sold for $170m

thena Art Finance to be acquired by Soros-backed investment platform YieldStreet

JP Morgan Makes Big Wealth Management Push

Wealth management is a very good business if you can get assets, and it seems like JP Morgan is waking up to the fact that it has a better opportunity in the area than it formerly realized.

Ellevest CEO: Women are not a niche market

Women are half of the population, how come they don't invest like it?

Partners Group opens an office in Toronto

Our presence in Toronto will allow us to cater to increasing demand from a broad spectrum of Canadian institutions for private markets solutions.

Deutsche Bank’s Wealth Unit Reveals Big Plans to Win UHNW and Family Office Clients

The company has named Todd Stevens as global head of the new unit and Dan Kaiser as regional head for the Americas, Deutsche Bank says.

JP Morgan to Add 1,000 Financial Advisors

In particular, the firm is looking to expand in high-growth areas such as China, according to the annual report.

Catalyst merges with Sionic Advisors

Market-leading financial services firms set to create global specialist consultancy

Wealth Enhancement Group continues buying spree

Lightyear Capital-Backed Wealth Management Firm's Third Acquisition in Greater Philadelphia Area Adds Significant Incremental Scale to Regional Footprint

Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C

The same is happening in financial services outsourcing.

J.P. Morgan CEO calls for ‘Marshall Plan for America,' floats higher taxes on wealthy

"Republicans need to acknowledge that America should and can afford to provide a proper safety net for our elderly, our sick and our poor, as well as help create an environment that generates more opportunities and more income for more Americans.

Broadridge Launches Securities Lending Assessment Solution for Mutual Funds

The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.

MCM Wealth Unveils New Website for Protective Alternative Investments

Wealth Management Firm Helps Investors Build Portfolios That Perform Well in All Market Conditions

JPMorgan’s Wealth Target: 6,500 Advisors by Year-End

The majority are bank branch-based advisors in its mass-affluent Chase Private Client group, with about 2,800 additional advisers on JPMorgan Private Bank or J.P. Morgan Securities teams servicing high- and ultra-high-net worth clients.

UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State

Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.

Asia’s global families and ESG driving Canadian private bank

Royal Bank of Canada Wealth Management sees the Asian wealth market as a key plank for a true global product offering, with the next generation of wealth holding different values

New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners

The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.

Cerity Partners Acquires Blue Prairie Group, Creating $21 Billion RIA

Cerity Partners was founded in 2009 with the mission to positively impact the financial wellbeing of its clients

Nicola Wealth Unveils a New Brand Positioning as It Celebrates 25 Years of Serving Clients

This is an exciting moment in the evolution of our firm,” says President David Sung.

New York Private Bank & Trust Forms strategic Partnership

Emigrant Partners make minority investment in growing Midwest advisory firm

Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors

A Foothold in the Tri-State Area: Beacon Pointe's Largest Deal to Date

Wealth and Asset Management