Managers of Wealth Americas

Deutsche Bank’s Wealth Unit Reveals Big Plans to Win UHNW and Family Office Clients

The company has named Todd Stevens as global head of the new unit and Dan Kaiser as regional head for the Americas, Deutsche Bank says.

JP Morgan to Add 1,000 Financial Advisors

In particular, the firm is looking to expand in high-growth areas such as China, according to the annual report.

Catalyst merges with Sionic Advisors

Market-leading financial services firms set to create global specialist consultancy

Wealth Enhancement Group continues buying spree

Lightyear Capital-Backed Wealth Management Firm's Third Acquisition in Greater Philadelphia Area Adds Significant Incremental Scale to Regional Footprint

Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C

The same is happening in financial services outsourcing.

J.P. Morgan CEO calls for ‘Marshall Plan for America,' floats higher taxes on wealthy

"Republicans need to acknowledge that America should and can afford to provide a proper safety net for our elderly, our sick and our poor, as well as help create an environment that generates more opportunities and more income for more Americans.

Broadridge Launches Securities Lending Assessment Solution for Mutual Funds

The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.

MCM Wealth Unveils New Website for Protective Alternative Investments

Wealth Management Firm Helps Investors Build Portfolios That Perform Well in All Market Conditions

JPMorgan’s Wealth Target: 6,500 Advisors by Year-End

The majority are bank branch-based advisors in its mass-affluent Chase Private Client group, with about 2,800 additional advisers on JPMorgan Private Bank or J.P. Morgan Securities teams servicing high- and ultra-high-net worth clients.

UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State

Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.

Asia’s global families and ESG driving Canadian private bank

Royal Bank of Canada Wealth Management sees the Asian wealth market as a key plank for a true global product offering, with the next generation of wealth holding different values

New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners

The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.