Managers of Wealth Americas

Citigroup Inc.: Third quarter 2026 results and key metrics

This compares to net income of $3.8 billion, or $1.86 per diluted share, on revenues of $22.1 billion for the third quarter 2025.

Wall Street Turns Wealth Management into a Growth Engine: Citi and JPMorgan Attract Billions of Dollars

The case of Citigroup stands out due to the combination of revenue growth, asset gathering, and improved profitability

MDOTM Expands New York Operations, Bolstering U.S. Presence for Asset and Wealth Management Sector

MDOTM’s AI investment platform, Sphere, brings together AI-driven investment insights, portfolio construction and rebalancing, and automated reporting.

Waterloo Launches Everstead, a Private Wealth and Family Office Brand for Ultra-High-Net-Worth Families, Led by Grayson Miller Dunaway

Everstead brings Waterloo's family office, tax and investment capabilities together under one name, with a single coordinated team built around each family

Perennial Wealth Partners Launches as Full-Service Wealth Management Practice

Advisors managing $500 million leverage strong team relationships and investment advisory services of Integrated Partners

The Changing Priorities Of Wealth Management Sellers

Those forces continue to produce substantial deal activity.

All hail alternatives: traditional assets now the minority within family office portfolios

New BNY research also found increasing appetite from family offices for luxury assets and sports investing

Northern Trust Wealth Management Expands Family Office Solutions Team In New York

Services include investment strategy, fiduciary oversight, consolidated reporting, philanthropic advisory, family governance, risk management, and lifestyle support.

Former HSBC executive starts AI-driven wealth firm – report

Trista Sun said Equora was created to help individuals oversee their investments and finances “proactively” through AI agents.

Citi tops profit estimates on higher investment banking, services and wealth revenue

Trading profits gained only 2% over a year ago and fell 27% against the previous quarter, mainly due to a drop in equity trading revenue.

Wealth management industry groups call on Ottawa to extend RRSP contribution age

The federal government hasn’t yet announced the date of the 2026 budget. Last year’s budget, which was the first under the new system of tabling a budget in the fall instead of the spring, was released on Nov. 4, 2025.

Waverly Advisors Acquires MCS Family Wealth Advisors

Acquisition expands Waverly’s presence in Oregon

Criterion Enters the Wealth Management Marketplace

Criterion is a new player in the wealth advisory space and uniquely designed for advisors and their clients

Savant Adds $213M Cedarstone Advisors in Fifth California Office

“Their specialization of serving retirees aligns well with Savant’s desire to find firms with focused practices,” said Brent Brodeski, founder and CEO of Savant.

Private Banker International Global Wealth Awards 2026 names winners

RBC Wealth Management takes the global title as this year’s awards put greater focus on evidence-led growth, digital execution and client outcomes

Partners Group launches new global multi-sector private credit income strategy

The Strategy will be accessible to both institutional and private wealth investors globally through an open-ended evergreen vehicle.

RBC bets on growth in Europe as businesses diversify trade

The lender has grown its capital-markets team in the region by 16 per cent in the past five years.

NorthRock Partners Buys $350M Triumph Wealth Management

Triumph Wealth Management has joined NorthRock’s Personal Office model, which provides investment strategies, insurance, legal, business services, and philanthropic planning.

Carson Group enters New Jersey with $410M Foran Financial Group deal

The firm is led by managing partners and wealth advisors Daniel Foran

FactSet Announces Expanded Partnership with Scotia Wealth Management

The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms

Wealth and Asset Management