Managers of Wealth Americas

The Lindbloom Group Named to Forbes 2025 Best-In-State Wealth Management Teams List

The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row

Wealth Enhancement Announces Acquisition of VanceGray Wealth Management, Inc., an Independent RIA with Over $409 Million in Client Assets

This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.

Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4

Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter.

Citigroup: Fourth Quarter And Full Year 2024 Results And Key Metrics

Revenues increased 12% from the prior-year period

Goldman Sachs wealth management sees double-digit revenue increase in 2024

This was attributed to higher net revenues in equity investments and higher management fees.

Principal AM: Investors should consider global diversification

The asset manager is less constructive on US equities compared with most of its peers.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List

The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek.

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO

The move furthers SCS’ Position as a Leader in the Ultra-High-Net-Worth Segment

Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC, an Independent RIA with Over $673 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.

Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

Prominent New York-based MFO firm with $10.4 billion in assets joining Corient

Integrated Recruits $1B Retirement Plan-Focused Firm

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

Nicola Wealth Secures Long-Term Lease for New Headquarters at 1477 West Broadway

The relocation of the firm’s Vancouver headquarters underscores its dedication to enhancing client convenience, fostering a collaborative culture, and supporting its growing team.

Goldman Sachs Announces Creation of Capital Solutions Group

This expanded group will better coordinate, innovate and accelerate the delivery of services to these clients.

bfinance launches HNWI private credit wealth management tool

The service is led by head of bfinance Access Bradley Budd.

Concentric Wealth Management Joins MAI Capital Management

Bay Area-based firm brings approximately $662 million to MAI’s client AUM and deep experience providing wealth and investment management to individuals and families

iM Global Partner mourns the passing of Philippe Uzan

His passing is a tremendous loss to all who knew and worked with him.

Will gold continue to shine in 2025?

Gold as an asset class is commonly used as an insurance policy for when concerned investors sell their shares and a look for a ‘safe haven’ to store their wealth.

Family offices turn to start-ups, M&As: PwC

The annual study found family offices' appetite for companies that are start-ups, and merger and acquisition opportunities have ballooned since 2014.

Which geographical markets should private banking be looking at in 2025?

Where in the world is leading the private banking sector this year?

Wealth and Asset Management