Managers of Wealth Americas

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

Philanthropist Christina Lewis Launches Beatrice Advisors, a Multifamily Office for the Next Generation

The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.

Harnessing AI and emerging technologies: applications in wealth management

Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage

Eton Advisors boosts UHNW capabilities with family office veteran

The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.

Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.

BNY Mellon rebrands as BNY

Under the updated company umbrella brand, BNY Mellon Investment Management and BNY Mellon Wealth Management will be shortened to BNY Investments and BNY Wealth

Raymond James welcomes $200M Wells Fargo advisor

The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

Family offices are planning big investments in private companies

Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals.

Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals

The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.

J.P. Morgan Private Bank releases 2024 Mid-Year Outlook

To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.

Prime Quadrant selects iCapital as fund manager for HNWIs

iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.

For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients

In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.

What are the biggest challenges for UHNWIs and how can multi-family offices help?

Anderson says that demand for multi-family offices is growing as families seek hands-on teams who can manage their wealth and business but also the intergenerational transfer of both.

Cresset unveils deal for 130-year-old family office Connable

The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.

EFG International Shares Jump on Julius Baer Deal Speculation

The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility

Goldman Sachs bullish on private banks, says correction offers opportunities

Analysts at Goldman Sachs said the steep correction in private bank stocks on Thursday after the fall post-election results, offers opportunities to accumulate private banks.

GAM Joins Sports Investing Push with Private Equity Partnership

GAM announces a partnership with Avenue Capital to enter into sports investing under long-term alternatives expansion efforts.

Global high-net-worth population and wealth back to record levels despite global instability

This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.

Wealth and Asset Management