Managers of Wealth Americas

$4.7B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

UBS wealth management outflows threaten US turnaround, analysts and sources say

UBS targets 15% pre-tax margin in US wealth division, up from 13% last year

$5.8B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

Apex Group joins BlackRock's Aladdin® Provider Network to launch a private credit outsourcing solution

Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency

208 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-in-State” List

The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.

What JP Morgan’s Justin Nelson Says Family Offices Actually Handle

Most people have heard the term “family office” tossed around in conversations about old money, Wall Street, or the ultra-wealthy. But ask someone to explain…

Goldman Sachs Invests $42.5M in GeoWealth

The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.

The Private Capital Crisis Is Real

Eight ways to protect your clients and seize opport

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

iCapital® Acquires Hexure to Create the Industry’s First End-to-End Annuity and Insurance Technology Platform

The acquisition empowers financial advisors, distributors, and insurance carriers with a single integrated platform.

Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network.

PIMCO Recognized as 2026 Asset Manager of the Year by Envestnet

Asset Managers Honored for Outstanding 2025 Performance During Envestnet Engage: Manager Forum in Charleston, SC

A Belgian Wealth Manager Explains Why It Thinks US Treasuries Aren't a Sustainable Bet

To many, the strategy would be unthinkable. But for almost two decades, a $60 billion wealth manager in Belgium has been shunning US Treasuries.

Orion Resource Partners completes largest ever fundraise, taking total assets under management to well over $9 billion

The fund attracted commitments from a highly diversified global investor base, including pension funds, sovereign wealth funds, and other leading institutional investors.

Quilter appoints J.P. Morgan for new long-short equity fund

The new strategy is designed to deliver positive returns

Citizens Private Banking coming to Greenwich

New Mason Street office will offer full-service platform to investors, businesses

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

Opinion: Scale, specialization and personalization will define wealth management

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

Wealth and Asset Management