High net worth

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

The San Francisco bank is also bulking up in Florida and Wyoming, no-tax states where many of its affluent clients have retired or have second homes.

The agency chairman's comments mark an unusual turn for an industry famous for its bipartisanship.

The chief investment officer at Bessemer Trust is driving results by building cohesive teams and listening carefully to clients.

In June, Warson became the first person to hold the newly created job of chairman of Citi Private Bank, North America.

A decade into her role as head of JPMorgan Chase's asset management arm, Erdoes continues to deliver strong results for the nation's largest banking company.