Managers of Wealth Americas

The Leader of Goldman Sachs’ Family-Office Whisperers

Sara Naison-Tarajano developed the Apex group, a small but growing cadre of bankers with outsized influence on how the wealthiest people on Earth invest.

Citi Ramps Up Advisor Hiring, Sweetens Pay in Effort to Boost Wealth Arm

Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.

Dynasty Financial firm Americana Partners gets backing from Lovell Minnick Partners

The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.

Northern Trust and Hamilton Lane Announce Strategic Collaboration

Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments

Why wealthy Canadians are turning to private banking for estate planning

Early and thorough planning will help ensure our end-of-life instructions are carried out.

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact

This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.

Merchant-Backed Apollon Adds $900M CIC Wealth

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

Modern Wealth Management Acquires $1.4 Billion RIA Petso Financial, Surpasses $6 Billion in AUM

Waverly Advisors Acquires 9258 Wealth Management

Waverly expands into Ohio with 25 locations nationwide

Weighing risks from US legal limbo to French debt and UK uncertainty

Not only from US elections, including the possibility of a contested outcome, but also from French debt concerns and the upcoming UK Budget.

CG Wealth Management hits $40B asset threshold, sets sights on doubling that

Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

Lighthouse Wealth Tech Labs Partners with Surge Ventures to Accelerate Wealth Management Innovation

The collaboration is designed to address the growing needs of wealth management firms by leveraging the latest technology and innovative solutions.

Hightower Announces Strategic Investment in NEPC

Leading investment consultant will bolster Hightower’s access to institutional-quality investment research, alternative assets, and OCIO capabilities for the private wealth segment

The growing case for investing in AI through private markets

Companies will also “consolidate” as the market adopts industry standards.

Aretec Wealth Inc. Launches as Independent Wealth Management Firm in Canada

The firm is the latest venture from Keeley Simpson, who serves as Chief Executive Officer, Chief Compliance Officer, and Portfolio Manager.

Where can wealth managers find opportunity when assets are in flux?

Firms will come under increasing pressure to deliver best-in-class client experiences

US Treasury Scrutinizes Private Credit

At this point, although it is too early to tell what the consequences of closer scrutiny are even though a larger factor may already be out there having a deeper impact on activity.

UBS sells its 50% stake in Swisscard to American Express

After the deal, Amex will become the sole owner of Swisscard, with Credit Suisse customers transferring to the existing UBS credit card platform.

Morgan Stanley’s Portfolio Risk Platform Wins 2024 Digital Wealth Management Impact Innovation Award

The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement

Where can wealth managers find opportunity when assets are in flux?

In other words, one in four wealth management clients around the world expect to move a material slice of their wealth between providers by the end of 2025.

Wealth and Asset Management