Managers of Wealth Americas

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Firm Unveils New 2026 Wealth Beyond Measure Research Report

Vontobel strengthens US presence with new Los Angeles office

Establishing a presence in Los Angeles enables Vontobel SFA to be closer to clients and partners.

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management

Don't miss your window! Advisors discuss the best time to buy or sell a firm

Wealth managers want to make sure the timing is right when it comes to M&A. Here's how they know when the time is right to make a move.

RBC Wealth Management’s Global Insight 2026 midyear outlook

Since war broke out in the Middle East in February 2026, investors have watched as equities, bonds, commodities, and currencies reacted to the constant news flow.

Morgan Stanley is opening wealth management to AI agents

The bank plans to open parts of its workplace wealth management infrastructure to external AI agents, allowing corporate clients to connect autonomous software directly to platforms that administer employee stock plans.

Wealth management is going institutional, but what does that mean for your clients?

Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients.

Citi Launches Market-First Tokenized Depositary Receipts to Connect Private Companies and Investors

New Digital Model Offers Issuers Flexible Capital While Providing Investors with Direct, Transparent Access to Company Equity

Your HNW clients probably protect their businesses more robustly than their estates

A survey of 100+ family office professionals reveals that governance, not money, is the real problem.

ARQA's AI Innovation and CEO Leadership Recognized in 2026 Wealthies Awards

With its AI-native approach, ARQA helps wealth management firms operate with greater speed and scale by shifting from manual processes to AI-powered execution.

Is The Great Wealth Wealth Transfer a Mirage?

Advisors, their firms and heirs are likely to be disappointed.

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Local Experienced Wealth Advisors Chris Wrench and Melissa Linn Will Anchor the Office

Rockefeller Capital Management Collaborates with Anthropic to Build AI-Enabled Wealth Management Platform

The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems.

GReminders Brings Conversational Intelligence to Wealth Management with Automated Meeting Scorecards

As wealth management firms face increasing pressure to maintain consistent advice quality while scaling operations, leaders are turning to automated conversation intelligence to capture data trapped inside daily client meetings.

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Initial Investment to Accelerate Anthropic’s Compute Capacity as Part of Broader Global AI Infrastructure Platform

UBS takes Brazil wealth-management model across Latin America

Swiss bank plans to expand multifamily office platform to Mexico, Panama, Chile as wealthy families seek global solutions

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Leading Strategy Consultancy Focused on Driving Wealth Management Enterprise Growth Partners with Haven Tower Group and Wealth Solutions Report to Develop Comprehensive Thought Leadership Analysis on Legacy Versus Exit Planning

Alliant launches new division to bridge retirement and wealth management

The new platform, which links Alliant's institutional retirement plan with individual wealth management, will be led by industry veteran Amit Dogra

Hightower Expands the Hightower Family Office for Ultra-High-Net-Worth Families

The expansion builds on Hightower’s strategic relationship with NEPC following Hightower’s 2024 investment in the institutional investment consulting firm.

Wealth and Asset Management