Managers of Wealth Americas

Why the Wealth Management Market is set to explode?

The technological advancements in Artificial Intelligence (AI) have enabled the platforms to provide services

UBS chairman: Europe is running out of economic policy options to boost growth

On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.

Venezuela government intervenes at private bank after offshore affiliate closes

It will allow the bank to keep operating, but dividend payments, new investments, and new board appointments will be prohibited.

US high net worth market expanding at record pace: Cerulli

Managing the wealth of HNW clients - those with greater than $5m in investable assets - is understandably appealing to advisory practices; however, many firms lack the resources or capabilities to serve the high end of the market effectively.

Technology: the M&A Influencer

Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.

Wealth Management Firm Opens Wilmington Office

The purchase of the Live Oak Bank unit “added to an existing service that we offer,” Brooks Campany, spokeswoman for Argent Financial Group, said Tuesday.

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.

Wealth and Asset Management