Managers of Wealth Americas

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.

JPMorgan bets on new wealth planning tool to draw investments

JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.

RBC says SJP could be bid target as it slashes rating

RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.

JPMAM: lock in bond yields

JP Morgan Asset Management's EMEA chief market strategist warns against the seduction of cash rates.

KKR Announces Formation of Global Wealth Investment Council

To mark the launch of the GWIC, KKR surveyed its members on their key macroeconomic views and thoughts on asset allocation.

Wentworth Merges With Kingswood Acquisition, Set To Go Public

The merger paves the way for Wentworth to go public as a new entity, Binah Capital Group, an independent wealth management firm.

Executive Wealth Group to Join Focus Partner Firm Bordeaux Wealth Advisors, Expanding Bordeaux’s Niche of Advising Executives in the Aerospace Industry

The transaction will increase Bordeaux’s presence and market leadership in the Seattle market and enhance its ability to serve executives in the aerospace industry.

SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients

Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures

Raymond James signs $300M trio from UBS

The firm is expanding its footprint in California as it scoops up another three advisors from UBS.

Voyant Debuts New Wealth Management Solutions

Social Security Optimization, Roth Conversion and Advanced Insurance Modeling are the latest additions to Voyant’s core product

Blackstone Billionaire Tony James’ Family Office Spawns New Firm

The fund is set to close this year, said the person, who asked not to be identified as the details are private.

BNY Mellon Expands Private Credit Access in Asia

In Asia, private banks remain positive on investing in private credit

ACA Group Launches Dedicated Practice Group Providing GRC Solutions for Wealth Managers

ACA Wealth sets a new standard in GRC support for wealth managers, providing unmatched expertise and comprehensive solutions to address evolving regulatory requirements.

Savant Wealth Management named among 10 Best Financial Advisors

It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country

Keebeck Wealth Management Partners with Qdeck to Revolutionize Client Experiences Through AI Technology

The partnership will enable Keebeck to enhance the overall client experience and set new standards in wealth management by harnessing Qdeck's AI-driven technology, Qadvisor.

Asset & Wealth Management M&A Expected to Accelerate in 2024 and Beyond

Acquisitions remain a preferred strategy for asset managers

$2B MultiFamily Office Goes Robo With New AI Fintech Qdeck

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

HSBC Global Private Banking moves overweight global equities

Blackstone Billionaire Tony James’ Family Office Spawns New Firm

The fund is set to close this year, said the person, who asked not to be identified as the details are private.

Wealth and Asset Management