Managers of Wealth Americas

Multigenerational wealth – how to keep it in the family

The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.

Outsourcing for family offices

Given that it’s estimated that extensive single-family offices are only viable from a cost perspective when a family’s wealth reaches the $250 million mark, it remains a high bar for many.

Franklin Templeton and SBI Form JV For Digital Assets

Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan

Ellevest’s Sallie Krawcheck: Looking at the ‘great wealth transfer’ through a gender lens

The industry overlooks the gender lens at its peril: women are expected to gain control of most of that wealth

SEI Reports Second-Quarter 2024 Financial Results

Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.

Ultra-wealthy now worth $75 trillion thanks to rallying equities

A late-year rally in global equities increased the global ultra-high-net-worth population’s total net-worth by 7.6% to US$49.2 trillion, a new report has found.

Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors

Investment to Drive Further M&A Activity and Growth for the Leading RIA

New Altrata Report Finds Growth in the Ultra Wealthy Population Globally

Their collective wealth now totals an immense $49trn — more than the combined GDP of the US and Chinese economies.

Private Banks Call For Trimmed «Trump Trades»

Following the withdrawal of Joe Biden from the US presidential race, market watchers are prescribing a lower level of certainty that the Republicans will win both the White House and Congress.

RBC Wealth Management congratulates advisors named to 2024 Barron’s “Top 100 Women Financial Advisors” list

The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and client retention.

Six J.P. Morgan Advisors Make Barron’s Top 100 Women Financial Advisors

All have been on this ranking for at least three years, and have a combined 40 years on this list.

Deutsche Bank to Hire More US Private Bankers in Wealth Push

They already brought on wealth advisers from rivals such as Citigroup Inc. and Bank of America Corp. since the start of last year.

Expected Drop in Interest Rates Fuels Wealth Management M&A

An Echelon Partners report showed robust activity in mergers and acquisition in Q2.

Modern Wealth Surpasses $4B in Less Than 2 Years

The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike Capelle.

Ashton Thomas Private Wealth Announces Strategic Relationship with iCapital® to Manage and Scale Private Market Investments

Ashton Thomas, part of Arax Investment Partners, empowers its independent advisors and their clients with access to iCapital’s operating system

The world’s best bank for wealth management: JPMorgan Private Bank

Few banks have navigated turbulent times so well, posting record revenues on the back of strong net inflows and rising markets.

Blackstone's real estate arm drags on Q2 results

High interest rates impact property valuations and inflows, affecting Blackstone's Q2 earnings

Foundation Wealth Partners announces expansion with new office

Private wealth services firm welcomes a new advisor from a major Canadian bank

Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards

This recognition is a testament to Whittier Trust's commitment to prioritizing clients' needs, goals, and legacies and providing the utmost professional service in wealth advising.

Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation

Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.

Wealth and Asset Management