Managers of Wealth Americas

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

Brown Brothers Harriman and SimCorp forge strategic alliance

Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers

JTC opens office in São Paulo, Brazil

The opening of this office demonstrates the depth of our commitment to Latin America and reinforces JTC’s long-term growth strategy

Bluespring Wealth Partners Welcomes $600M Coghill Investment Strategies

The Pittsburgh-based firm joins Bluespring’s community of high-performing, entrepreneurially minded, client-centric advisory firms

Mission Wealth Announces Merger with Austin's PBL Wealth Management

The firm's advisory services, including portfolio management, advanced tax modeling, equity-based compensation guidance, and retirement income planning, are fully aligned with Mission Wealth's commitment to comprehensive, client-centric financia

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

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

Morgan Stanley Closes Acquisition of EquityZen

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

Goldmans Sachs buys stake in £3bn advice firm The Private Office

TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

Corient Strengthens West Coast Presence with the Addition of Palo Alto Advisory Business

The transaction deepens Corient’s presence in California and reinforces its growing footprint in Silicon Valley.

Citigroup hit with lawsuit alleging ‘weaponized’ HR, hostile culture at wealth unit

Former senior wealth management executive’s accusations target Andy Sieg and an HR department that ‘reeks of institutional misogyny.’

Flagstar Bank Opens Private Client Office on Park Avenue in New York City

Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs

Banks Accelerate Tech Adoption to Boost Advisor Efficiency and Retention

With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive

Strategic wealth management in Campbell River for life’s evolving needs

That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

Nominate standout talent for the Wealth Professional Awards 2026

Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February

Sunflower Bank builds out insurance arm with HNW, business-owner focus

Bank, with a broad commercial and private wealth footprint, is muscling into advanced planning territory

Wealth and Asset Management