Managers of Wealth Americas

Brown Advisory Colleagues Making a Difference in Austin

Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.

Putting cash to work should remain a strategic priority for investors

Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.

$1.3B Father-Son UBS Team Jumps to LPL

New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen lead the firm founded by William’s grandfather, James Bruen, in 1922.

UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.

Skylight Wealth Management Named One of the Best Wealth Management Teams in the State

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

Franklin Templeton pivots to wealth

But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.

Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent

Minority investment in Bogart Wealth will be used to further fund client services, technology and recruitment initiatives

UBS Wealth Management USA Restructures Leadership in the Southeastern U.S.

The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others

Brookfield Oaktree Wealth Solutions Expands UCI Part II Platform, Launches Private Credit Strategy for Wealth Investors

The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles.

IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards

The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.

Foundation Wealth Advisors Recognized as a Best-in-State Wealth Management Team by Forbes

Foundation Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs

Constellation invests in Virginia RIA Bogart Wealth

Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts.

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change

Goldman Sachs Reports Strong Wealth Management Performance in 2024

With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry.

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

Firm is the highest-ranked team in Michigan for the third consecutive year

BNP Paribas urges investors to diversify

With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.

Homrich Berg Closes $6.4 Billion RIA WMS Partners Acquisition

WMS Partners’ leadership team and advisors will remain in the Towson office, ensuring continuity for clients and employees.

Wealth and Asset Management