Managers of Wealth Americas

Americans turn to Swiss banks in search of a safe haven

Americans are knocking more and more insistently on the doors of Swiss banks, although few institutions now cater to this type of clientele.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The team is committed to delivering professional investment management and building personalized relationships with clients.

After watching advisors walk, UBS adjusts pay plan, a boost for some advisors

“I think it’s too little, too late,” said one industry recruiter.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.

Elevated Wealth Management: Edward Jones Expands Services for High Net Worth Clients

Firm plans to open Edward Jones Generations® hub spaces, introduce advanced training and support for financial advisors, and expand its product shelf to serve more clients more completely

Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies

TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships

Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services

The 4 key behaviors of high-growth advisors that set them apart from the rest

Study reveals what fuels sustainable wealth management firm growth.

Carta, Morgan Stanley expand partnership to wealth management for private companies

The expanded partnership deepens the existing collaboration between Morgan Stanley and Carta, and it represents the latest advancement in Carta's integrated IPO Advisory product suite.

Williams Jones Wealth Management Named to Barron’s 2025 Top 100 RIA Firms List

NYC-based firm secures 50th spot in prestigious national ranking

J.P. Morgan Private Bank launches new Lifestyle Services Offering

New offering delivered by the Private Bank's Global Family Office Practice connects clients with a curated network of industry-leading providers and consultants

Citi Wealth Releases 2025 Global Family Office Report

Top priorities include portfolio resilience, navigating global trade disputes and addressing family needs.

Concorde CEO Danielle Delongchamp Named Chief Executive Officer of the Year at 2025 Wealth Management Industry Awards

Winners were selected by a panel of independent judges comprised of industry leaders, consultants, and media representatives

2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices

Financial risks from geopolitical turmoil, private markets, also top of mind

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

Waverly Advisors Acquires Brass Tax Wealth Management

Waverly continues to grow in Ohio

Arax Partner Firms Named to Barron’s Top 100 RIA Firms 2025

This first-time recognition for both firms reinforces the impact of the Arax model and underscores the Company’s success empowering its partners to accelerate business growth.

California RIA Acquires Bellevue's Moser Wealth Advisors

Beacon Pointe said in a press release that the integration of Moser Wealth Advisors allows the firm to serve the Pacific Northwest region more effectively through allWEALTH services.

Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients

The new group will be led by Kurt Niemeyer

Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

Garrett started Coastline Wealth Management in 2012.

Wealth and Asset Management