Managers of Wealth Americas

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

Succession, governance and the next generation in US Family Offices

The structures, governance frameworks and legal documentation put in place now will determine whether wealth is preserved or dissipated across the generational transition.

Pictet Wealth Management Advises Cutting US Treasuries and Dollar Holdings

Kelvin Tay, the bank's chief investment officer in Asia, said that structurally higher inflation and government deficits reinforce the idea of buying assets that governments cannot print.

UBS upgrades Michael Page to 'buy' on hopes of earnings recovery

The stock has climbed roughly 43% from its April lows but remains down about 14% so far this year, against an average 17% gain for peers.

Why family meetings are becoming key to UHNW estate planning

Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer

Public Alternative Asset Managers See Wealth AUM Rise

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.

Wealth managers cut fees to win AI’s paper millionaires

The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client

TISE Reports H1 2026 Listing Results; Sets Records for Total Number and Value of Listings

The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY.

Brookfield Corporation Reports 15% Increase in Earnings

Record Fundraising Increases Deployable Capital to $210 Billion

Merit buys Southern California wealth manager Bridgeway

Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.

Steward Partners Celebrates Advisors Named to Forbes' 2026 Best-In-State Next-Gen Wealth Advisors List

Three Steward Partners advisors earn a spot on the annual recognition highlighting the industry's rising next-generation talent

Guardian examines how families and small business owners are rethinking strategies for building generational wealth

New publication explores planning tools, including Trump Accounts, and their potential role in long-term wealth building

UBS Celebrates 75 Years in Canada as Wealth Management Needs Continue to Grow

Milestone reflects the firm's long-standing commitment to helping Canadian and international clients build, preserve and transfer wealth.

Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List

The Forbes Best-in-State Wealth Advisors rankings are based on a rigorous methodology that includes both quantitative and qualitative criteria.

F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services

Led by veteran wealth management professionals, F.N.B. Private Family Wealth will support those clients' long-term and multigenerational financial objectives.

Hightower Announces $275M Acquisition of Valley Financial Group

Valley oversees approximately $275 million* in assets under management and provides comprehensive financial planning and investment management services to individuals, families and businesses.

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

The acquisition will push Goldman’s ETF assets to about $130 billion.

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience.

LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management

Firm showcases investments in AI, cybersecurity and wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry

Wealth and Asset Management