Managers of Wealth Americas

Lazard Brings Decades of Emerging Markets Leadership to the ETF Market with EMKT

Actively managed ETF offers investors high-conviction access to the growth, innovation, and opportunity shaping the world’s fastest-growing economies.

Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients

Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients

Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients

New offering provides customizable investment portfolios through Envestnet's Private Wealth platform

Prospera Financial Services Welcomes Behrle | Bergin, with $200 Million in AUM, to its Platform

Team expands firm's Southern California presence

J.P. Morgan Asset Management Expands Custom Model Portfolio Capabilities with Private and Public Market Access

By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.

OnePoint BFG Wealth Acquires $2 Billion Chicago-Area Advisory Firm

Rise Growth-Backed OnePoint Now Advises On $15 Billion In Client Assets

AllianceBernstein keeps RIA acquisition search open after engaging 20 firms

Firm emphasizes finding the right cultural and fiduciary fit to fuel its ultra-high-net-worth growth strategy.

RF Capital Provides Update on Approvals and Announces Expected Closing Date For Sale to IA Financial Corporation Inc.

The Company expects that the Arrangement will be completed on or about October 31, 2025.

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

Blackstone sees private wealth AUM fundraising accelerate

The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.

Private banks failing to deliver on AI promises

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

Ashton Thomas Private Wealth Opens New Office in San Francisco

Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p

Six key steps Canadian wealth advisors should take now

Canadian clients are more satisfied with their primary wealth management providers than their global counterparts.

Rothschild Wealth Partners Expands Presence in Chicago with Acquisition of Siligmueller & Norvid Wealth Advisors, LLC

Rothschild continues to expand its locations, adding to its presence in Chicago, Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville.

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.

INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America

Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America

Advisors 360 Private Wealth Management Founder Mark Taylan Featured on The Morning Blend to Discuss Financial Planning Through Life Transitions

With over two decades of experience in both Wall Street institutions and independent advisory firms, Taylan has developed a comprehensive, client-centric approach.

World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan

Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.

Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025

The survey explored investor views on sector opportunities for the fourth quarter of 2025

Wealth and Asset Management