Managers of Wealth Americas

JP Morgan to acquire values-based investment specialist

Accelerates ESG investing capabilities for Wealth Management clients

LaTrobe Financial’s wealth arm the focus for bidders

As the LaTrobe Financial strategic review heads for the pointy end, it’s the group’s asset management arm that’s become the focus for bidders.

Introducing SS&C Lyric. Bold. Ambitious. Real.

Lyric is the natural—yet ambitious—next step to revolutionize the back end of the operation.

Digital Mindset Moves into Mainstream

Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda

CI Financial Enters Pennsylvania with Acquisition

CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion

Citibank Named "Best Bank for High-Net-Worth Families" by Kiplinger’s for Fifth-Straight Year

Citigold Offering Highlighted in Kiplinger’s Fifth-Annual "Best Bank for You" Edition

Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking

These advisors work tirelessly to serve their clients and help them achieve their financial goals.

$36B wealth manager eyes credit union expansion with LPL

Bank and credit union investment programs increasingly are seeking to outsource compliance and operational tasks while dropping their own BDs and RIAs or cutting them drastically.

The Coury Firm Expands its OCIO Offering to Institutional Investors

The multi-family office's Asset Management division expands its Outsourced Chief Investment Office (OCIO) services with a focus on small- to medium-sized foundations and single family offices

Mercer Advisors Acquires AFI Wealth Strategies

Acquisition of AFI Wealth Strategies Increases Mercer Advisors' Central United States Presence

Banks Develop In-House Family Office Solutions For Digital Differentiation

A handful of banks have combined the latter approach with a quest for digital excellence and are offering UHNWIs and family offices a full suite of in-house digital services built on innovative, end-to-end technological solutions.

Lost Fortune Pits Rich Russian Against Rothschild in New York Court

Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.

CIBC announces minority investment in Loop Capital

Agreement strengthens North American reach of CIBC's Capital Markets business and supports Loop Capital's growth ambitions

$800 Million International Wealth Advisor Joins Snowden Lane Partners

Led by Former Wells Fargo Vet, Tony Esses, The Esses Group Is the Seventh New Team to Join Snowden Lane This Year

Hightower's Pamela Rosenau of the Rosenau Group Honored on Barron's 2021 List of Top 100 Women Financial Advisors

She has achieved significant accomplishments for her clients and her practice over the years, and I'm honored to congratulate her on yet another notable accolade.

Richardson Wealth Selects Envestnet for Portfolio Management Tools and a Unified Managed Account Platform

Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way.

J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing

Provides direct access to Forestry sector and alignment with UN Sustainable Development Goals and Principles of Responsible Investing

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

Northern Trust Surpasses $1 Trillion in Defined Contribution Assets Under Custody and Administration

“Through participation and leadership at a global level, we aim to bring value to the industry and regulatory bodies to help to drive better solutions and enhance participant retirement outcomes.”

Wealth and Asset Management