Managers of Wealth Americas

Excellence in Banking: Wealth management leaders of the year for 2025

Providing personalized experiences, understanding customer needs, and offering tailored financial solutions helps create a competitive advantage.

The great wealth transfer

Big inheritances are set to transform economies, markets and society

Wealth managers must be smooth operators in 2025

This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.

Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention

As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.

Season's Greetings from Managers of Wealth

Thank you for your trust and support

UBS Advisor Team The Schultz Group Named to Forbes America’s Top Wealth Management Teams

“This team holds deep industry knowledge and a passion for helping clients achieve what matters most to them, through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.”

How Gen X and millennials are changing the face of the traditional family office as they inherit over $80 trillion

Generation Z and younger generations (ages 27 and younger) are expected to inherit over $15 trillion.

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Focus partner firms Brownlie & Braden and Prairie Capital merge

The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.

AI ignited a private market boom. Now wealthy investors want more

The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management

Orion Lands Deal to Acquire Summit Wealth

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

Wealth managers seek to break down philanthropy barriers

Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study

P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study The firm leads competitors in self-directed and full-service investor satisfaction in website and app

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University.

RBC Global Asset Management Inc. announces updated estimated 2024 annual reinvested capital gains distributions for RBC ETFs and ETF Series of RBC Funds

The additional units will be immediately consolidated with the previously outstanding units

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment

Despite FOMC market reaction asset managers still favour risk assets

BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.

Wealth and Asset Management