Managers of Wealth Americas

Hightower Signature Wealth Expands with Addition of $1.6B AUM Boston Hill Advisors

The transaction advances Hightower’s continued expansion of HTSW with established advisory practices seeking greater scale and centralized capabilities.

Luminary Raises $22 Million to Power the Data Infrastructure Behind Wealth Transfer

Round led by fintech-focused growth-equity firm Ten Coves Capital; BNY, a global financial services company, becomes a strategic investor

UBS GWM Bets on Latin Americans, Who Are Increasingly International and Looking Beyond the U.S.

There is also rising interest in investing within Latin America itself, leading UBS to create a team aimed at connecting clients within the region to boost their business endeavors.

Modern Wealth Acquires $710M Florida RIA Sanchez Wealth Management Group

The deal marks the firm's fifth acquisition this year and its third in Florida over the past five months, bringing total assets under management to more than $15 billion.

Citizens Private Wealth Adds $1+ Billion Team MacLellan Bickle Wealth Partners In Tampa

Before joining Citizens Private Wealth, the team served clients who held more than $1 billion in total assets at its prior institution.

Masttro Partners With Truewind to Move Wealth Data Into the Family Office Accounting Stack

New integration securely transfers Masttro data into a chart of accounts structure for accounting platforms like Sage Intacct.

Pensions & Investments Names Elizabeth Dillon, Pictet Asset Management, One of Its 2026 Most Influential Women in Institutional Investing

Now in its fourth year, the list recognizes the distinguished women who have made a meaningful impact on the industry.

BBVA GWA Selects SS&C Black Diamond Wealth Solutions to Drive Its Next Growth Phase

Driving Personalization: This new tool will allow the firm to scale efficiently while delivering far more tailored, client-centric investment advice.

Goldman Sachs, IG Wealth tie up on Canadian wealth portfolios

The alliance links IG’s financial planning operations with Goldman Sachs Asset Management’s investment management capabilities.

Hightower Signature Wealth adds $1.6B Boston-area firm

As part of the transition, Boston Hill's team gains access to Hightower's shared investment management

IG Wealth Management hands its core portfolios to a global asset manager

Goldman Sachs Asset Management takes over five IG funds and adds its own flagship strategies

Point72 to expand Japan team and investment allocation – report

The firm is hiring in disciplines such as fundamental research, macro strategy and quantitative analysis.

Big Institutions are Quietly Buying Into Blackstone (BX) and KKR’s Wealth Funds

That adoption could help Blackstone and KKR expand their wealth-management businesses beyond traditional individual investors.

Envestnet Deepens $1 Billion WealthTech Commitment, More Than Doubling Technology Investment in Tamarac

New AI Report Studio, Expanded Custom Model Solutions, And Full MoneyGuide Integration Mark The "Next Era of Tamarac," Giving RIAs Back Valuable Time and Expanding Investment Capabilities To Grow

Wealth Enhancement buys Arbor Capital’s advisory operations

Arbor Capital services include wealth management and broader financial planning delivered under a fiduciary model.

Can the ‘Vanguard Effect’ Extend to Wealth Management?

CEO Salim Ramji is pushing Vanguard further into financial advice with the deal to acquire Altruist, but the hill may be steep to win over RIAs.

Temenos and Celent: American Banks Face Growing Fight for the ‘Switchable Middle’

Three-quarters of consumers are only moderately satisfied or less with their primary financial institution

Aquiline to Invest in Flourish, a Leading Wealthtech Platform for Independent Advisors

Industry veteran David Canter to join board

Savant Wealth Management expands in New York with Socha acquisition

The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.

Osaic Welcomes Midwest Financial Group to Advisor Network

Wisconsin-based team joins Osaic after nearly 35 years of serving families through wealth management, tax, insurance and employee benefits

Wealth and Asset Management