Managers of Wealth Americas

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

JP Morgan to double Swiss private banking business by 2030

JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.

Wealth managers warm to evergreen funds as demand for private markets intensifies

New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.

Pantheon Investments and Thryve Wealth Management, LLC Forge Strategic Partnership

"This isn’t a traditional wealth management collaboration,” said Dave Wolcott, CEO of Pantheon Investments.

Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business

As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business

Wealth Professional honours 2025 top 50 leading women in wealth

Trailblazing advisors reshape Canadian wealth with innovation, resilience, and client‑first leadership

J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry

U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.

What will the new year bring?

As the year draws to a close, attention is turning toward 2026, with a focus on establishing long-term perspectives and strategic positioning for the year ahead.

Family Offices Face Transformation

More than half of the family offices (56 percent) in the study were founded by first-generation entrepreneurs

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors

HSBC Q1 2026 Outlook: Resilience in a Transforming World

The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

Thomas Ruggie Named To InvestmentNews 2025 Hot List

Celebrating the 100 "Top Leaders Shaping the Future of Wealth Management and Driving Innovation"

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.

Wealth management employee class action settlement reaches $25.5m accord

This class action settlement will benefit more than 4,400 current and former wealth management employees.

Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report

Asset managers target convergence with wealth managers and FinTechs, and look to AI and technology to drive cost-effective digital ecosystems tailored to servicing more diverse client segments

Wealth and Asset Management