Managers of Wealth Americas

Vontobel co-CEO: 'I'm not overthrown by tough markets'

Vontobel was recently granted a Type 9 license in Hong Kong, and has hired a new intermediaries head for Asia.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election.

The convergence of health, wealth and longevity services

The critical role of empathy in client relationships

A culture of empathy also extends to employees.

JPMorgan net income falls as bank sets aside more money to cover potential bad loans

JPMorgan CEO Jamie Dimon said the bank continues to monitor geopolitical tensions that he called “treacherous and getting worse.”

StepStone Private Wealth Surpasses $5 Billion in AUM Milestone

Powered by StepStone Group, one of the largest global institutional allocators to the private markets, SPW was founded in 2019 to expand access to these assets for the private wealth market.

Williams Jones Wealth Management Named to Forbes 2024 America's Top RIA Firms List

Forbes rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios

J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes

Collaboration with GLMX to offer clients a broader range of money market instruments

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

Elon Musk's Portfolio Defies the 'Rules' of Building Wealth

Comparison to Other Billionaires: Unlike diversified billionaires like Warren Buffett, Musk’s wealth is concentrated in one company.

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

Family Office Resource Group Launches To Help RIAs With UHNW Clients

Weiner argued that firms and advisors who work with UHNW clientele need these services in their arsenal to stay competitive.

Family Office Resource Group (FORG) Launches Comprehensive Outsourced Solutions for Wealth Management Firms

FORG Enjoys Support of 4100FS, a Long-Term, Financial Services Focused Investment Partner

Bank of America taps BNY Wealth leader for Pittsburgh expansion

Bank of America Private Bank has officially entered the Pittsburgh market, opening a new office downtown and bringing in a team of local wealth professionals.

How AI Is Dramatically Transforming the Wealth-Management Landscape

The US’ biggest bank reportedly informed its Asset & Wealth Management division employees that the new tool could perform the same work as that of a typical research analyst.

Wealth and Asset Management