Managers of Wealth Americas

Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

It will also be open to other kinds of investors including institutions, family offices and asset managers.

JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities

This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”

Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today

Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030

They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.

CIBC announces leadership changes affecting wealth management

Changes offer leaders broader experience across banking group's operations

WealthManagement.com Celebrates Top Companies, Executives at 2024 Industry Awards

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC

This partnership marks Wealth Enhancement Group's ninth location in Pennsylvania and brings the firm's total client assets to more than $90.5 billion.

Portland Wealth Management Firm Expands Access to Billionaire-Level Services for All Residents

A McKinsey report published in January 2024 shows a 60% increase among clients looking for holistic financial advice

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

Morgan Money and Kyriba to streamline liquidity management workflows for customers

Banks are ceding their wealth funnel advantage, says Cerulli

A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.

Mercer acquires $412m Connecticut RIA

Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.

Eton Solutions Launches EtonGPT™, World's First Generative AI Platform for Family Offices

The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency

JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom

JPMorgan’s international private bank is larger than any of its US rivals

Deloitte Private’s latest report in its Family Office Insights Series

The family office arena has been growing rapidly

Mesirow snaps up Florida-based Price Wealth Management

The employee-owned financial giant is looking to expand in the Southeast as part of a broader master plan for strategic growth.

The Madison Group joins UBS in New York international market

A team of New York advisors make the move from Morgan Stanley to UBS.

Bank of America opens West Michigan private bank to grow local market share

Bank of America Private Bank for years has served high-net-worth clients in West Michigan from a location on the east side of the state.

On Warren Buffett's 94th birthday, people share his best investing advice

Buffett has on many occasions said he values investing in companies and projects that he understands - a lesson that he and the late Charles Munger, his investing partner, cited often.

Climb The Wealth Ladder And Serve The Ultra-Affluent

But when it comes to moving really upmarket and serving the ultra-wealthy—clients with $25 million or more of net worth, excluding their personal residence—advisors tend to get a little nervous.

Wealth and Asset Management