Managers of Wealth Americas

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.

Why Selectivity Matters in Today’s Markets

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.

Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list

The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.

Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor

Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.

West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula

Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service.

Wealth Enhancement Announces Acquisition of Servo Wealth Management, an Independent RIA with Over $210 Million in Client Assets

This partnership brings the firm's total client assets to more than $161 billion.

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.

Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

Wealth Enhancement snaps up Weinand Financial

Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.

Northleaf closes USD $450 million asset-based fund

The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.

Invesco Advances Global Solutions & Custom Strategies Platform

Uniting differentiated investment capabilities to deliver tailored client outcomes

Building wealth with intention: A tax-aware how-to guide

But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

NewEdge Wealth Adds Houston Location in Continued Expansion

Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division

Siebert deepens FusionIQ investment with 10-year wealth tech deal

Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.

Wealth Enhancement Announces Acquisition of Weinand Financial, an Independent RIA with Over $644 Million in Client Assets

This partnership brings the firm's total client assets to more than $160.7 billion.

MAI Capital Management Expands California Presence with Addition of OG Private Wealth

Acquisition brings approximately $551 million in AUM as MAI adds firm specializing in personalized investments and planning for entrepreneurs, business owners and affluent families across the state

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

The recognized wealth advisors and their teams serve individuals, families, organizations, and foundations—helping clients pursue their investment goals, strengthen family legacies, and support their charitable priorities.

Wealth and Asset Management