Managers of Wealth Americas

Generational shift meets AI as family offices future-proof their fortunes

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Northern Trust Expands Asset Recovery with Broadridge Partnership

Enhanced reporting tools are expected to provide detailed insights across the lifecycle of each case, from filings to distributions.

How advisors can prepare heirs for wealth amid conflicting information sources

The lack of clarity created by these multiple sources is compounded by structural challenges.

Citigroup: Third Quarter 2025 Results and Key Metrics

This compares to net income of $3.2 billion, or $1.51 per diluted share, on revenues of $20.2 billion for the third quarter 2024.

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

Canaccord Genuity in early talks over possible sale of British wealth arm, sources say

The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.

Dollar depreciation a leading concern as family offices bet on cash, gold and crypto

There's been a shift in the way family offices in the US are approaching investments in 2025 - offset by political turmoil and trade concerns

Truist's third-quarter profit rises on robust wealth management and interest income

Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.

Family offices seize on secondaries as private-equity exits dry up

“Family offices can go where other people can’t,” Tarajano said. “They’re super-patient capital.”

TIAA Wealth Management Selects BNY Pershing’s Wove to Advance the Client and Advisor Experience

Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers

Perigon Wealth Management President Jeremy Paul Among Barron's Top Independent Advisors

Paul has been recognized by Barron's as a 2025 Top 1,200 Advisor (No. 30), 2024 Forbes Top Advisor (No. 17) and 2025 InvestmentNews Top Financial Advisors (No. 15).

Fieldpoint Private Announces New Office in Greenwich, Connecticut

Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15

Goldman Sachs Announces Acquisition of Industry Ventures

The transaction consideration will consist of $665 million in cash

Brookfield to Acquire Remaining Interest in Oaktree

Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform.

Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth

Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors

Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution

By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.

“Private Banking for High-Net-Worth Individuals: Compliance, Strategy, and the 2025 Global Wealth Framework.”

For affluent clients, the question is no longer where to bank, but how to structure, govern, and sustain wealth across multiple jurisdictions under an increasingly interconnected legal system.

Western Alliance Bank launches new division for HNW individuals

The new division aims to extend services beyond the bank's existing clientele by collaborating with advisors in other sectors.

Wealth and Asset Management