Managers of Wealth Americas

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.

Impact investing: How to align your wealth goals with the desire for positive change

This type of investing can bring families together around shared values while offering the potential for financial returns.

LPL Financial and Momentum Wealth Partners Welcome Beacon Financial

Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

J.P. Morgan Private Bank releases 2025 Mid-Year Global Investment Outlook

Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti

UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List

The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

LPL Financial Asks What If You Could? in New Brand Campaign

Formed in 1989 as an accessible alternative to traditional Wall Street firms, LPL Financial is now among the most successful companies in wealth management.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

Family wealth services: Building in a more holistic approach to wealth management

With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.

Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz

The deal marks RIA financier Focus's first combination of 'hub' firms.

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

Wealth and Asset Management