Managers of Wealth Americas

Citi's family office clients dial up risk in Q1

The US bank's single-family office clients upped equity holdings and cut cash on average in the first three months of the year.

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.

Scotiabank earnings beat expectations as provisions for bad loans top $1 billion

Growth in both capital-markets and wealth-management businesses

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

BTG tight lipped on digital banking growth

But Brazil’s BTG Pactual is seemingly swimming against the tide by remaining tight-lipped about the growth in its digital retail banking business.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

Raymond James snags $435M Merrill Lynch team

The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.

TD Bank tops profit, says U.S. still key market as anti-money laundering probe drags

TD, Canada's second largest bank, said net income at home rose 7%.

Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range

The fund will typically hold 350 to 400 stocks

Vanguard defends dominance of US equities in EU-domiciled funds

Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations

How wealth managers are responding to the impact of AI in the industry

The potential use of AI in financial planning is rapidly evolving.

Bluespring Wealth Partners Acquires $750 Million KDI Wealth Management

KDI's decision to join Bluespring was fueled by several factors

UBS asset management leadership gets a refresh

The unit is undergoing streamlining, cost reductions.

Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare

Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.

Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams

The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.

JPMorgan, RBC Grab Merrill Teams With $30B in Assets

Their stated goal in the relocation is to better help ultra-high-net-worth clients and their families navigate complex wealth needs.

William Blair scores $1.2B multigenerational team

Global investment and wealth firm William Blair has enhanced its presence in the Northeast US as it welcomes a boutique high-net-worth practice.

Wealth and Asset Management