Managers of Wealth Americas

Mercer Advisors acquires Glass Jacobson

The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.

RBC Posts Record Earnings of C$20.4 Billion, Boosts Profitability Target

Royal Bank of Canada beat estimates on strong results in its capital-markets and wealth-management divisions, capping off a year of brisk trading activity, and set higher targets for returns on shareholders’ capital.

National Bank of Canada's fourth-quarter profit rises on strong wealth management business

Bank of Nova Scotia beat profit estimates on Tuesday powered by strength in its capital markets segment.

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm's total client assets to more than $127.8 billion.

What The Burgeoning UHNW Clientele Wants From Advisors

Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands

BlackRock partners with AWS to deliver Aladdin on secure, scalable cloud infrastructure

Aladdin on AWS offers clients cloud choice, scale and innovation

Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto

The firm is endorsing a 1%-4% allocation to digital assets for clients of its Merrill, Bank of America Private Bank, and Merrill Edge platforms.

Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management

The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.

Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment

The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

JP Morgan to double Swiss private banking business by 2030

JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.

Wealth managers warm to evergreen funds as demand for private markets intensifies

New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.

Pantheon Investments and Thryve Wealth Management, LLC Forge Strategic Partnership

"This isn’t a traditional wealth management collaboration,” said Dave Wolcott, CEO of Pantheon Investments.

Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business

As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business

Wealth Professional honours 2025 top 50 leading women in wealth

Trailblazing advisors reshape Canadian wealth with innovation, resilience, and client‑first leadership

J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry

U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.

What will the new year bring?

As the year draws to a close, attention is turning toward 2026, with a focus on establishing long-term perspectives and strategic positioning for the year ahead.

Family Offices Face Transformation

More than half of the family offices (56 percent) in the study were founded by first-generation entrepreneurs

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors

HSBC Q1 2026 Outlook: Resilience in a Transforming World

The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.