Managers of Wealth Americas

RBC Snags UBS Team Managing $1.5 Billion in Florida

They moved with support staff Lori DeJesus, Will Garrett, Paula Echeverry and Thomas Cooper.

Philanthropic planning is wealth management's next competitive frontier, beyond DAFs

Foundation Source's new president says PhilTech can turn charitable giving into a scalable, integrated advisory discipline.

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

The unparalleled wealth-creation tied to artificial intelligence, particularly in Silicon Valley, is spurring entrepreneurs to seek ways to extract cash before they can, or want to, sell stock.

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network

Investcorp Invests in Berger Financial Group

Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp.

Wealth managers face a new challenger: their clients’ AI chatbots

More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.

Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026

All major institutional plan types posted positive results during the quarter.

Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices

Aspen platform has been powering Mercer Advisors’ client service for 24 months, anchoring its internal record-setting organic and inorganic growth

Last chance to name the female leaders redefining wealth management close

Nominations close this Friday—don’t miss your chance to recognize a standout leader

Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

Partnership brings Wealth.com's estate and tax planning expertise to help advisors educate clients, attract prospects and drive growth through FMG Suite’s platform

BBH recognized as a top-tier ETF administrator in Global Custodian Survey

BBH’s ETF technology and innovation recognized in 2026 ETF Administration Survey

Morgan Stanley Infrastructure Partners to Acquire Epic Energy

The transaction is expected to close in the second half of 2026, subject to customary regulatory approvals.

AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management

At the core of AMCAP Agentic AI is a multi-agent orchestration architecture capable of autonomous perception, market signal cross-verification, and execution.

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors

Established multi-family office and wealth manager with approximately $5 billion in client assets to join Corient

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.

Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report

Wealth Enhancement oversees nearly $160bn in client assets.

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

The new platform replaces Envestnet’s legacy trading experience with a single environment built around how advisory firms manage portfolios today.

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Nominated by investors, 35 teams are named in the list

Lazard net income plunges 91% over “elevated tax rate” in Q2 2026

Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.

Northern Trust stock trades steadily as wealth fees offset softer markets

For investors, the interaction between fee-based revenue and market levels now shapes the medium-term profile of Northern Trust stock.

Wealth and Asset Management