Managers of Wealth Americas

William Blair Expands Investment Banking Platform with Acquisition of Armentum Partners

Move deepens firm’s focus on the venture capital ecosystem and adds differentiated capital solutions for high-growth companies

JPMorgan announces $5 billion in investments in companies critical to US national security

JPMorgan said its own investments have supported companies in sectors including advanced manufacturing, energy, supply chains and defense-related technologies.

Citi and Bank of America Restricted AI Agents’ Access to Customer Accounts

In particular, Citi and JPMorgan are restricting AI agents’ access to accounts.

NEXROC announces intention to acquire US and Australian insurance companies

Under the transaction framework, both target insurers will become part of NEXROC’s insurance platform, NEXLIFE Group.

These are the 20 largest banks in the US

Chase Bank is the consumer banking division of JPMorgan Chase.

J.P. Morgan Asset Management Adds New Capabilities to Retirement Link℠

New features broaden in-plan retirement income access and strengthen support for plan sponsors and participants

JPMorgan Chase Has One of Banking’s Best Moats. Here’s What the Stock is Worth

It has consumer banking, credit cards, payments, commercial banking, investment banking, trading, and wealth management.

The most experienced people appear to be at Citi. The least experienced appear to be at Goldman

FINRA’s data tells us that the least experienced New York-based bankers are by some margin at Goldman Sachs.

Morgan Stanley's Investment Banking Revenue Soars 58% Amid AI Tool Development

Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026

"I ran a team full of talented banking MDs. I had to fire them as they wouldn't leave"

A strong manager encourages people to move on, or creates new roles for them to move into.

Morgan Stanley's $10m bankers beat Goldman Sachs' $10m bankers. The most exhausting job at JPMorgan

Morgan Stanley's technology bankers may therefore be feeling pretty sane now.

JP Morgan still sees upside in Sinch after share-price surge

The bank expects high single-digit growth

JPMorgan decides to get tough with Jane Street. Former hedge fund manager and BoA banker might be the next Jamie Dimon

People familiar with the situation” suggest that there had been “internal tensions” at JPM

JPMorgan Targets AI-Driven Wealth Boom, Eases Time Restrictions on Pledged Loans for New Listings

The bank shortened the waiting period for related services when SpaceX went public, and may extend this practice to the AI company Anthropic in the future.

Bank of America: 2026 Workplace Benefits Report

This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist.

North America’s best investment bank 2026: Morgan Stanley

Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival

Morgan Stanley beats profit estimates on dealmaking boost, strong trading

Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion.

Rothschild’s investment bankers aren’t paid what you think they are

Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024.

Regions expands investment banking through the acquisition of The Frazer Lanier Company

"By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth."

Jefferies Reports Earnings Before the Big Banks

That's because its quarter ends one month earlier than those other banks -- in this case, May 31.