Managers of Wealth Americas

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards

What is mental wellbeing fatigue and how can we address this in the workplace?

World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness.

Deloitte Private’s latest report in its Family Office Insights Series - Global Edition explores the rapid expansion of family offices and offers a vision of the future landscape

As family offices continue rapid global expansion, Deloitte Private’s research reveals that these organizations expect increased wealth creation and enhanced influence in the investment community.

Crisil to acquire McKinsey’s PriceMetrix in Canada

PriceMetrix provides data and performance benchmarks to wealth managers across the US and Canada.

US asset manager strengthens its commitment in Switzerland

The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.

Wellesley Asset Management acquires Halbert Wealth in US

The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.

Segment Wealth Management Named to Barron's 2025 Top 100 Independent Advisors Ranking

This marks another milestone in Segment Wealth Management's disciplined investment approach and client-first fiduciary model.

Texas-based investor takes stake in James Hambro & Partners

This represents a hugely exciting opportunity for our clients and all of us here at JH&P.

Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards

Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices

Americans turn to Swiss banks in search of a safe haven

Americans are knocking more and more insistently on the doors of Swiss banks, although few institutions now cater to this type of clientele.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The team is committed to delivering professional investment management and building personalized relationships with clients.

After watching advisors walk, UBS adjusts pay plan, a boost for some advisors

“I think it’s too little, too late,” said one industry recruiter.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.

Elevated Wealth Management: Edward Jones Expands Services for High Net Worth Clients

Firm plans to open Edward Jones Generations® hub spaces, introduce advanced training and support for financial advisors, and expand its product shelf to serve more clients more completely

Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies

TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships

Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services

The 4 key behaviors of high-growth advisors that set them apart from the rest

Study reveals what fuels sustainable wealth management firm growth.

Carta, Morgan Stanley expand partnership to wealth management for private companies

The expanded partnership deepens the existing collaboration between Morgan Stanley and Carta, and it represents the latest advancement in Carta's integrated IPO Advisory product suite.

Williams Jones Wealth Management Named to Barron’s 2025 Top 100 RIA Firms List

NYC-based firm secures 50th spot in prestigious national ranking

Wealth and Asset Management