Managers of Wealth Americas

Swiss Stock Exchange SIX eyes Latin America for expansion, Cinco Dias reports

SIX has completed in mid 2020 the acquisition of BME in an operation that valued the Madrid market operator at 2.8 billion euros.

UBS Next invests in estate planning platform Trust & Will

Our USD 200 million strong strategic fintech initiative made its fourth investment.

Laird Norton Wealth Management in second merger since 2020

Industry-leading firms join forces to expand client service offerings

Merit Financial Advisors Completes Merger

The partnership enhances Merit's presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 b

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners

Schwab can dominate US wealth Market

Financial services group towers above its broking rivals following the acquisition of TD Ameritrade

Private Equity Shop acquires RSM’s Wealth Business

Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business, which will be renamed Choreo.

Big Six go from strength to strength: Fitch

Capital markets, economic recovery seen powering banks’ growth in 2022

Hightower Acquires wealth company

As part of the transaction, Hightower has also acquired Trust Company of Illinois, a TC Wealth subsidiary.

Modera Wealth Management Expands to New York

"We continue to grow our firm to better serve our clients and provide more career path trajectory opportunities for our staff. Our expansion to New York with Greystone supports our continued commitment to the fee-only approach and independence.&

Franklin Templeton Completes Acquisition

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities

Texas Team With $700M AUA Joins Private Wealth From Wells Fargo

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.

MAI Capital Management buys Monarch and Regal to bolster presence

Regal, which was launched in 2020, offers wealth management services such as goals-based investment management, tax planning, legacy planning, and assistance with both business and personal financing.

More On Independent Digital Ecosystems as the Future of Wealth Management

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors

Canaccord Genuity Announces Completion of Acquisition

All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.

MAI Capital Management Acquires Monarch Business & Wealth Management

The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division

Merrill Lynch Wealth Management Financial Advisor Pamela Goodman was selected as a “Top Wealth Advisor Mom” list by Working Mother / SHOOK Research in 2021.

Goodman is a senior vice president and senior financial adviser to the wealthy advisory teams Nottingham, Walsh, Goodman & Associates.

Wealth and Asset Management