Managers of Wealth Americas

Alger Named 2025 Asset Manager of the Year by Envestnet

Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024

Apella Wealth Expands East Coast Presence with Addition of Marrella Private Wealth, Adding $518 Million in AUM

This partnership expands Apella’s presence to Wyomissing, PA, and strengthens its capabilities in financial planning and investment management in the region.

UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List

For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).

Americana Partners expands into California with Boulevard Family Wealth

This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.

Family Office Execs Launch Affiliation Model for UHNW Advisors

Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.

Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

Americana Partners Makes a Strategic Acquisition of Boulevard Family Wealth

Texas-Based Powerhouse Expands Footprint Outside of Texas with Los Angeles Wealth Management Firm

Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List

He is also a Barron’s Hall of Fame advisor.

Working with wealthy women: tips from some of the industry's female trailblazers

As more women control greater wealth, their importance to the industry is clear.

CI Wealth adopts Conquest’s AI financial planning platform

The partnership equips CI Wealth advisors with tools for personalised financial advice.

Family offices rattled by market swings and tariffs

But their advisers say they’re not overly concerned with this week’s market moves. None were selling stocks in response or buying on lower prices.

EP Wealth Advisors acquires The Holben Group in Denver

Holben Group founder Jeffrey Holben and Clinton Demming will join EP Wealth as VP, advisor, and partner.

Idaho Trust Company Completes Acquisition of Trust and Wealth Management Division of Bank of Idaho

The acquisition deepens Idaho Trust's market share in the trust and wealth management space and complements its specialized services.

Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports

The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.

Liz Miller on leading wealth management’s future

Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.

JBI Metia Partners With The Economist Group to Launch MacroScore for Wealth Managers

The new product is set to redefine the landscape of economic research

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.

UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title

This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.

Wealth and Asset Management