Managers of Wealth Americas

Perigon Wealth Management Chief Investment Officer Rafia Hasan Featured Speaker At Wealth Management Conferences

Hasan to Deliver Keynote, Panel Discussions for CityWire, Institutional Investor, Markets Group and ALTSCHI Forum events

Clearstead adds $5bn Virginia wealth management firm

The acquisition of Wilbanks Smith and Thomas Asset Management is Clearstead's largest deal since selling a controlling interest to Flexpoint Ford in 2022.

Wealth Management Is a Risky Gold Rush for Banks

Catering to the rich offers high returns and room for growth, but it is not for every big lender

Stratos Wealth Advisors Welcomes $500 Million Reno Tahoe Wealth Management from RBC

Multi-Generational Family Team Chose Stratos to Develop Long-Term Growth Strategy

Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the women, Courtney Liddy, has been recognized as one of the Top 100 Women Wealth Advisors nationwide by Forbes, ranking #21 on the list.

Royal Bank of Canada Completes Acquisition of HSBC Bank Canada

To support the acquisition, RBC announced a number of commitments in December 2023

Goldman Sachs Asset Management Wins Two United States 2024 LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Jumping outside the box; PWM joins Q Wealth's partnership model

How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Over 10 million customers are using Wealth Plan to take control of their financial future

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

Harper & Hodge Wealth Management Selects Global Value Investment Corporation to Provide Investment Management Services for Clients

The new relationship will enable Harper & Hodge’s clients to access a proven investment strategy

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

Wealth and Asset Management