Managers of Wealth Americas

JP Morgan’s Harshika Patel on crossing the $200bn AUM mark

The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.

Arax Investment Partners Acquires Schechter Investment Advisors, Broadening Midwestern Presence

Schechter Investment Advisors to operate under Arax Advisory Partners

RSM Launches Family Office Advanced Leadership Program, Co-Developed with Cornell University

The 18-month program is designed to equip family office senior executives with the necessary skills to navigate the complexities of their roles

Focus Partners Wealth Expands with First External Acquisition Since Rebrand

Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision

Market volatility, economic uncertainty not stopping HNW wealth transfer

Long-term gifting plans remain as wealthy clients stay focused.

RBC goes to UBS again, snags $1.6B team: Advisor Moves

Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies

Hightower Makes Strategic Investment in Smith Anglin

Smith Anglin marks the second strategic investment for Hightower in 2025.

Lisa Detanna Named to Barron’s 2025 List of Top 100 Financial Advisors

This recognition reflects Lisa’s decades-long commitment to delivering personalized, objective, and forward-thinking financial guidance to clients nationwide.

Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors

A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients

UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More

As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.

UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald

The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management

RBC’s profit jumps on HSBC deal, wealth management boost

The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.

U.S. Bank named official banking, wealth management partner of professional lacrosse leagues

U.S. Bank also becomes the inaugural founding partner of the California Redwoods

Ritholtz Wealth Management Announces Grand Opening of New Chicago Office at Iconic Salt Shed Venue

New location reflects firm’s growth, continues mission to build authentic client relationships without barriers

Integrated Partners Welcomes Corey Wealth Partners, Expanding Footprint in Greater Boston

The team serves families by helping grow and protect generational wealth, as well as sophisticated business owners and executives.

JPMorgan Chase is heading upmarket to woo America’s millionaires

It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.

Citi Handlowy Announces Agreement to Sell Consumer Banking Business in Poland to Velobank S.A.

Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh

U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League

Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory

Ritholtz Wealth Management Moves Chicago Office to The Salt Shed

The new office will serve as a second headquarters for the RIA and a blueprint for other Ritholtz locations.

Morgan Stanley Names 11 Individuals as their MAKERS Class of 2025

Nominations were solicited from employees across Morgan Stanley Wealth Management.

Wealth and Asset Management