Managers of Wealth Americas

Angeles Wealth Dips into Family Office Work

In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.

Nour Private Wealth Expanding Into Investment Fund Management To Broaden Private-Market Access

The expansion reflects a broader shift among family offices toward direct exposure to private companies, infrastructure, and alternative assets.

Raymond James Brings In $730 Million Wealth Management Team

The group is joined by branch operations manager Amanda Hanley and branch professional Renate Diedrick.

How Canada’s 7th largest bank aims to go from unknown initials to a household name

CEO Chadwick Westlake says he’d like to add wealth management to the bank’s product mix

Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January

January 2026 ADV of $365 billion, highlighting sustained institutional scale following breakout year

Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge’s Mortgage-Backed Securities Trade Assignment Portal

Broadridge’s solution enables Nissay Asset Management to streamline processes, reduce administrative workload, and increase operational efficiency

NPW Expands into Investment Fund Management to Deliver Curated Private-Market Access for Ultra-High-Net-Worth Families

This strategic initiative provides ultra-high-net-worth families with additional tailored solutions and structured access to private-market opportunities, all within NPW's integrated advisory framework.

Cardinal Point Wealth Management Explains How the Canada Revenue Agency Taxes Cryptocurrency

It also explains how the CRA views cryptocurrency as a commodity rather than legal tender, a distinction that has important tax implications for investors.

Bloomridge completes the integration of RMB Wealth Management

The integration brings together RMB's established client relationships with Bloomridge's investment and governance approach.

Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy

The investments include a Paris-based AI voice startup, a fusion company and a software platform for luxury travel and experiences.

Mariner Pairs with State Street to Scale Operations and Support Growth to 5,000 Advisors via Charles River’s Wealth Platform

This partnership reflects how we think about our company’s next chapter,” said Marty Bicknell, CEO and president of Mariner.

RBC Wealth Management expands lifestyle services platform for ultra-high-net-worth clients

Three new providers have been added to the firm's RBC Echelon platform, which connects

Recommended Cash Acquisition of Schroders plc by Nuveen, LLC

Creating a World-Leading Asset Manager with Nearly $2.5 Trillion of AUM

Leonteq publishes full-year 2025 results and announces nomination of new Chairman

Management will continue to execute its strategic plan with a clear priority to grow revenues and restore profitability in 2026.

Brookfield Wealth Solutions Announces Year End 2025 Results and Declares Quarterly Distribution Increase

With the closing of the Just Group plc acquisition expected in the first half of 2026, as well as other growth initiatives underway, we look forward to the continued success of our business this year and beyond.”

Shelly Wiemann Named To Forbes’ List Of Best-In-State Women Wealth Advisors

Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Steward Partners Celebrates Three Advisors Named to Forbes Best-In-State Top Women Wealth Advisors List

Honor underscores Steward Partners' commitment to supporting and advancing women leaders in wealth management

PNC Wealth Management Launches Premier Client: An Integrated Banking and Investing Experience for the Emerging and Mass Affluent

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated branches

Bank Of America Highlights Women Advisors And Refines Italian Leadership Narrative

The shares recently closed at $55.39, with a 1.7% return over the past week and a 21.1% return over the past year.

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform

Wealth and Asset Management