Managers of Wealth Americas

Apollon Wealth Management Expands into Ohio with the Addition of Chornyak & Associates

This addition marks Apollon’s expansion into Ohio and deepens its presence in the Midwest.

Citi almost triples wealth transactions after digital revamp

Four of five clients use the bank’s mobile app regularly.

$300 Million Lookout Credit Union Partners with Credit Union Wealth Group to Offer Wealth Management Services

The wealth management program provides members with access to a team of dedicated financial advisors and investment management services.

Stansberry Asset Management Named to Worth’s 2025 Top Registered Investment Advisor Firms

As markets evolve and investor needs become more complex

Morgan Stanley Is Seeking to Capture More Private-Market Wealth

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated i

Envestnet Expands Access to Alternative with Integrated Models and Advisor-Traded Capabilities

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and State Street

BMO to Acquire Burgundy Asset Management

Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions

Orion Launches New J.P. Morgan SMAs and Model Portfolios on Orion Platforms

Expanded collaboration empowers advisors to deliver customized, tax-aware portfolios backed by world-class investment research

Concurrent Extends Growth Trajectory with $500M in New Affiliations and Launch of RIA Capital Partners Program

Initial Investments Include Post Oak and Oliver Capital Management

Northern Trust Selected by Mereo Insurance to Provide Asset Servicing and Asset Management Solutions

Additionally, Northern Trust Asset Management (NTAM) will manage a portion of Mereo’s fixed income portfolio and provide cash sweep services.

Osaic Acquires $13.5 Billion CW Advisors

Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions

Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial

Ameriprise Welcomes Allegiant Private Wealth, led by Private Wealth Advisor Christine Selzer, from Merrill Lynch

Raymond James Adds $950M Colorado Team From Ameriprise

The 10-advisor Springs Wealth Group, which has offices in Colorado Springs and Texas, will join Raymond James' independent advisor channel.

Rich Americans look to London as UK battles non-dom exodus

Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City

Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management

The change marks the latest in a series of defections from UBS to Canada’s largest bank.

Lazard Releases 2025 Levelized Cost of Energy+ Report

The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months. 

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas

Wealth and Asset Management