Managers of Wealth Americas

EP Wealth acquires Clearview Wealth Advisors

The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.

Four US managers battle to beef up Asia wealth channels

The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.

BlackRock Expands Citi Partnership, Appoints New Leader

Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.

Hightower Announces Launch of Hightower Signature Wealth

HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.

Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice

This partnership brings the firm's total client assets to more than $131.2 billion.

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.

Investment firms seek to face down Trump threat

The authorities are definitely overstepping their remit and interfering in business.

Best Private Banks in the World 2026: Features, Services & Global Leadership

Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026

MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management

MCF Advisors’ first acquisition brings $178 million in AUM to the firm

ABN AMRO announces significant risk transfer transaction with Blackstone

This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans

Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model

$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth

Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services

Partnership adds Portland-based RIA known for holistic, planning-first client service

New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP

The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Updated wealth platform focused on seamless client experience

Wealth and Asset Management