Managers of Wealth Americas

4 California billionaires saw their wealth soar 322% over the past two years — but paid 0.04% a year in state income tax

The economists went through Securities and Exchange Commission filings on the four billionaires they count as California residents.

Stifel profit rises as wealth management offsets flat revenue

In the second quarter, Stifel reported $217.2 million in net income available to common shareholders and diluted earnings of $1.34 per share.

Cantor Fitzgerald Asset Management and Lincoln Energy Partners Launch Interval Fund Targeting U.S. Oil & Gas Assets

The Cantor Fitzgerald Energy Fund provides access to institutional-quality private energy investments with an emphasis on current income

Introducing the millennial family office

With the great wealth transfer beginning to hit family capital, managers will be faced with new generations which have their own investment priorities, experience, and approach to doing business.

Jersey Finance Strengthens Ties in Palm Beach

Jersey Finance returned to Palm Beach, Florida, in October 2026 to host a networking reception for professionals from the private wealth, family office and financial services sectors.

Designed Wealth Management wants advisors making decisions, not following instructions

Gillian Kunza explains how the firm’s wealth intelligence model aims to bring institutional resources and greater decision-making authority to independent advisors

Cardinal Point Wealth Management Examines U.S. Citizenship Considerations for Cross-Border Families

For U.S. Citizens Living in Canada, those considerations can extend to tax reporting, estate planning, future mobility, and decisions involving citizenship itself.

Banc of Cal Expands to Private Banking

The regional bank will court wealthy clients for its new service offering.

Mariner Wealth Advisors Seeks $150M in Additional Debt for Acquisitions

The planned borrowing would boost Mariner’s term loan to $1.3 billion as Moody’s expects leverage to rise to 6.7x EBITDA by year-end.

Morgan Stanley Named 2026 Money Management Institute/Barron’s Wealth Management Advisory Platform of the Year

Firm recognized for innovation and user experience across its advisory platform

Northern Trust Q3 profit climbs 40%

The Chicago-based group AuM rose 11% to finish at $1.96tn, while assets under custody grew 9% to $15.8tn.

Freehold Wealth Management Joins Osaic with $576 Million in Client Assets

Family-led firm expands its multigenerational practice and national presence through Osaic’s scale, community and succession-planning resources

Wealthspire’s Ground Control Business Management Acquires London-based Atlantic Swiss

The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries

Partners Group Cuts Management Fees Before Fund Overhaul

Investors in the distributing fund will see their fees reduced by at least 25 basis points for three years and investors in the compounding fund will see their management fees reduced by up to 75 basis points until January 1, 2030.

Robertson Stephens moves beyond wealth management with $10B deal

Milwaukee acquisition adds OCIO capabilities for endowments, foundations and nonprofits.

Steve Cohen's Family Office Leads $80 Million Bet on Hertz Robotaxi Unit Oro Mobility

The investors include Cohen Private Ventures, the family office of the Point72 founder and New York Mets owner, alongside funds or accounts tied to Certares Opportunities and Knighthead Capital Management.

Alliant Private Client and "All Access hosted by Andy Garcia" Examine Strategic Risk Advisory for Extraordinary Lifestyles

The educational narrative focuses on the reality that modern wealth is no longer static, and therefore, protection cannot be transactional.

Wealth and Asset Management