As such, family offices have become an economic force, remaking how the wealth management industry operates and transforming ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...

While many financial institutions have only recently begun exploring AI-driven investment strategies, Smart Wealth has been ...

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year ...

J.P. Morgan Chase’s asset and wealth management division reported assets under management of $4 trillion as of Dec. 31, up 18% year over year from $3.42 trillion, and up only slightly from $3.9 ...

Fintel reports that on February 5, 2025, JP Morgan downgraded their outlook for Federated Hermes (NYSE:FHI) from Neutral to ...

The larger of the teams, Venetos Wealth Partners in N.Y., formerly with J.P. Morgan Wealth Management, managed $500 million in client assets. Led by Managing Director and private advisor Jim ...

Core Priorities with a Modern Twist Wealth preservation and smooth intergenerational transfer remain central to UHNW planning, but the approach is shifting to align with changing global realities.

This is where the Wealth Management industry lags behind. What do peers do? How relevant is the content on my mobile banking ...

The private advisory team now offers specialised services in tax strategy, philanthropy, trust and estate analysis.