Managers of Wealth Americas

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.

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Swiss Asset Manager GAM to Expand US Team With Miami Office

The move was driven by demand from US offshore clients, mostly in Latin America

Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey Finds

Accounting, Administrative, Household Services Rank as Highest Needs

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

The firms expect the transaction to close in the fourth quarter.

Family-Office War Chests Keep Shrinking. Here’s Where They Put That Capital to Work.

The investment offices of even the largest families are far more nimble than institutions, positioning them to quickly put money to work and pounce on opportunities.

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

Wealth and Asset Management