Managers of Wealth Americas

Cetera Welcomes Former Commonwealth Team, Severn Wealth Management, Overseeing Approximately $160 Million in AUA

Family-centered Annapolis practice with a decades-long legacy begins its next chapter of growth within Summit Financial Networks at Cetera

Royal Bank of Canada Reports Third Quarter 2026 Results

Adjusted net income2 and adjusted diluted EPS2 of $6.1 billion and $4.28 were up 10% and 11%, respectively, from the prior year.

Over 90% of investors and wealth managers want better security on digital assets, says survey

Security and custody standards identified as the biggest roadblock to investing

Dunham Named Finalist in the 2026 Wealthies Competition

Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support

Billionaire cohort and wealth at new highs, but what’s in their portfolios?

New research reveals wealth drivers, asset holdings and demographic makeup of world’s wealthiest

Proxima Wealth Partners Launches on the Concurrent Platform to Be a Destination for Growth-Oriented Independent Advisors

Co-Founded by former Raymond James Private Client Group executive Chris Davitt, Proxima offers institutional resources and advisor-centric solutions for liquidity and business monetization.

Family Wealth Management: Helping investors build financial confidence for the future

While many of her clients are located throughout Southern Utah, she has also built lasting relationships with clients across northern Utah, the Seattle area, California, Nevada and Arizona.

Cresset Adds $4B Boca Raton Team From UBS

The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint.

Pictet Asset Management's PQUS Surpasses $100 Million in Assets Within Six Months of Launch

The strategy aims to deliver an enhanced indexed equity portfolio driven by active, stock-specific returns, seeking compounding outperformance with lower drawdown risk than traditional active management.

JPMorgan softens stance on share-backed loans to target AI-era wealth – report

Under its usual policy, the bank does not accept shares in a company that has been public for fewer than 135 days as collateral for lending.

City National Bank Welcomes New Class Of Private Bankers

Private bank expands team in Los Angeles, Orange County and the Bay Area to better serve high-net-worth and ultra-high-net-worth clients

Nexedge Capital raises $20 million to expand wealth management platform

The firm will use the capital to strengthen technology, grow its senior banker network, expand into Tier-II and Tier-III cities, and build NRI and NBFC offerings

Constellation Wealth buys minority stake in Confluence Financial

Confluence offers financial planning and investment management to private clients, families, companies and institutional investors.

US bank M&A wave set to reshape wealth management landscape

Bain projects up to seven US trillion-dollar banks by 2030 as consolidation accelerates.

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

The appointment supports First Sentier Group’s broader approach of aligning its operating model across key fund structures and jurisdictions.

T. Rowe Price To Expand Fixed Income ETF And SMA Capabilities By Acquiring F/m Investments

The acquisition is expected to deepen T. Rowe Price’s fixed income capabilities, accelerate growth across its ETF franchise, and broaden its liquidity, cash management, and customized fixed income offerings.

French wealth manager for Americans living in Europe opens New York office

Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe

Wealth Enhancement buys Servo Wealth advisory unit

The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.

Santander Expands U.S. Presence with Completion of Webster Acquisition

Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.

Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy

Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion.

Wealth and Asset Management