Managers of Wealth Americas

Weekly Market Commentary: A second Trump US presidential term starts this week, and markets will be paying close attention

Last week saw a decent start to the latest calendar quarterly results season, with the big US banks in particular delivering a strong set of numbers.

Julius Baer sees end to S&P 500’s bull run; positive on US banks

Swiss private bank also positive on equities in Japan, China and India

Global Wealth Management Earns Great Place to Work® Certification; Welcomes Kelly Hultgren as Head of Marketing

Kelly's leadership and expertise in financial services marketing position her to elevate our brand and client engagement efforts

Seventy2 Capital named in 2025 Forbes Best-in-State Wealth Management Teams

Ratings on the Forbes Best-in-State Wealth Management Teams list are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue

Wealth Access to Integrate With Q2 Digital Banking Platform

Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue.

The Lindbloom Group Named to Forbes 2025 Best-In-State Wealth Management Teams List

The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row

Wealth Enhancement Announces Acquisition of VanceGray Wealth Management, Inc., an Independent RIA with Over $409 Million in Client Assets

This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.

Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4

Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter.

Citigroup: Fourth Quarter And Full Year 2024 Results And Key Metrics

Revenues increased 12% from the prior-year period

Goldman Sachs wealth management sees double-digit revenue increase in 2024

This was attributed to higher net revenues in equity investments and higher management fees.

Principal AM: Investors should consider global diversification

The asset manager is less constructive on US equities compared with most of its peers.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List

The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek.

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO

The move furthers SCS’ Position as a Leader in the Ultra-High-Net-Worth Segment

Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC, an Independent RIA with Over $673 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.

Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

Prominent New York-based MFO firm with $10.4 billion in assets joining Corient

Wealth and Asset Management