Managers of Wealth Americas

Apollon Wealth Management Expands Southern Footprint

The Catalyst Wealth Management team is led by Managing Partners Christopher D. Pullaro, CPA, CFP®, David Pierce, Dave Mirolli and Brian Pierce.

ZEDRA Announces Close of Strategic Minority Investment from BCI

This investment, which was announced in March 2022, has been approved by all relevant authorities.

First Republic Wealth Advisors Voted With Their Feet–And It Wasn’t For JPMorgan

But the failure of the California bank was a home run for Morgan Stanley.

Apollon Wealth Management Expands Southern Footprint, Partnering with Atlanta-Based Catalyst Wealth Management

The new DBA, Catalyst Apollon, will be part of Apollon’s SEC-registered RIA firm.

How Do Family Offices Sustain Generational Wealth?

According to the survey we conducted for our Global Family Office Compensation benchmarking report 2023 in collaboration with KPMG, 62% of Family Offices globally reported that the purpose of their Family Office is wealth preservation.

JPMorgan sees wealth management 'acceleration' from First Republic deal

It also brought an additional $200 billion in client assets to the $4.3 trillion that JPMorgan oversees in its asset and wealth management division.

How the president of Abbot Downing tried to save the Wells Fargo unit for the ultra-rich from being folded

Employees have since left in droves, many to work for Abbott Downing's ex-boss Jack Ginter.

Wealth managers stay on private equity's radar; investments in AI trend higher

The Focus Financial transaction on its own should put private equity on track for another strong year of dealmaking in the wealth management sector.

Condor Capital Wealth Management Advisor Ken Schapiro Named to Forbes’ 2023 Best-In-State Wealth Advisors List

Advisors included in this list are carefully selected based on extensive research

Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell

Global Private Wealth Management firm, Chase Buchanan, has launched a specialist LTA advisory service with pensions expert Malcolm McDowell, supporting clients with the changing UK tax legislation.

Crescent Harbor Private Wealth Joins Sanctuary Wealth from Merrill Lynch to Grow Business

$200 million Jersey City team includes John Araneo, CEO, Founder and Jason Greenfield, Managing Partner

Really?

The Fed funds rate is just 10bps below the rate of inflation. 10-year government bond yield are 150bps below the rate of inflation.

Mediobanca further develops its advisory business through strategic investment in Arma Partners

Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities

Ropes & Gray Spins Off Wealth Management Business, Related Legal Practice

This excellent cultural and strategic match enables us to enrich our wealth management offerings.

Charles Schwab Corp. will take the fight for ultra-high-net-worth clients to Northern Trust, J.P. Morgan and Goldman Sachs

Under new president, Rick Wurster, Schwab bought Family Wealth Alliance and a stake in Dynasty Wealth

Wealth and Asset Management