Managers of Wealth Americas

Citi, JPMorgan, RBC to give new climate metric in deals with New York City

In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.

Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List

Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list

Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM

The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa

Glen Smith of GDS Wealth Management Named One of Forbes' 2024 Best-in-State Wealth Advisors

Glen understands that clients want to work with someone who takes the time to get to know them and their specific, individual circumstances.

Gilbert Russell Conrad: Leading the Charge in Financial Advisory and Wealth Management

This fusion not only streamlines the firm’s operations but also enhances the client experience

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.

KKR: UBS and CS were the sponsors when it came to doing business with the rich

The aim is to sell the American giant's investment solutions developed for institutional investors to local private banks and asset managers and their wealthy customers.

Perigon Wealth Management Chief Investment Officer Rafia Hasan Featured Speaker At Wealth Management Conferences

Hasan to Deliver Keynote, Panel Discussions for CityWire, Institutional Investor, Markets Group and ALTSCHI Forum events

Clearstead adds $5bn Virginia wealth management firm

The acquisition of Wilbanks Smith and Thomas Asset Management is Clearstead's largest deal since selling a controlling interest to Flexpoint Ford in 2022.

Wealth Management Is a Risky Gold Rush for Banks

Catering to the rich offers high returns and room for growth, but it is not for every big lender

Stratos Wealth Advisors Welcomes $500 Million Reno Tahoe Wealth Management from RBC

Multi-Generational Family Team Chose Stratos to Develop Long-Term Growth Strategy

Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the women, Courtney Liddy, has been recognized as one of the Top 100 Women Wealth Advisors nationwide by Forbes, ranking #21 on the list.

Royal Bank of Canada Completes Acquisition of HSBC Bank Canada

To support the acquisition, RBC announced a number of commitments in December 2023

Goldman Sachs Asset Management Wins Two United States 2024 LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Jumping outside the box; PWM joins Q Wealth's partnership model

How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Over 10 million customers are using Wealth Plan to take control of their financial future

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

Harper & Hodge Wealth Management Selects Global Value Investment Corporation to Provide Investment Management Services for Clients

The new relationship will enable Harper & Hodge’s clients to access a proven investment strategy

Introducing our first Wealth Management Platform release of 2024

Once generated, the advisor can download the analysis as a PDF to share with your clients.

Walter Global Asset Management announces a new investment in Saranac Partners, a boutique European multi-family office

With this new minority stake in a leading London- and Madrid-based firm, Walter GAM is excited to gain another foothold in Europe, adding a new high potential company to its diversified portfolio.

Wealth and Asset Management