Managers of Wealth Americas

UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.

UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.

Kathy Lintz of Matter Family Office Named Entrepreneur of the Year(R) 2025 Heartland Award Finalist

Celebrating visionary leadership shaping the future of family wealth management

MSCI using AI to fight wealth managers' spreadsheet habit

The US giant is introducing artificial intelligence-powered tools to its Wealth Manager platform and adding private markets capabilities.

Seven UBS Advisors in the Southeast Region Named to the Forbes America’s Top Wealth Advisors List

The tenth annual 2025 Forbes America’s Top Wealth Advisors list is comprised of 250 advisors that collectively manage about $2 trillion of assets.

Vanguard inks tripartite deal to boost adviser access to private markets

Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.

TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings

The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).

Harbourfront Wealth takes over KJ Harrison & Partners

With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).

UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists

Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.

CapIntel partners with wealth firm to integrate proposal tools into advisor platform

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

Ultra High Net Worth Team Partners with Arkadios Capital, Establishing Boutique Firm KRM Investment Counsel

"KRM exemplifies the caliber of institutional-quality firms we are proud to support," said Paul Pilcher of Arkadios Capital.

Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience

Father-son duo aims to strengthen client relationships with the move to independence

SGH Wealth Management Included on USA TODAY’s list of the Best Financial Advisory Firms 2025 List

SGH Wealth Management is an independent registered investment advisor specializing in fee-based fiduciary early retirement planning and investment management.

Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal

The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.

Citi CEO Sings Andy Sieg’s Praises as Wealth Unit’s Earnings Rise

Citi’s wealth division’s revenue reached $2.1 billion

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

The survey explored investor views on sector opportunities for the second quarter of 2025

Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.

Manulife Wealth introduces Unified Managed Account Program

The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.

Commerce Bancshares Grows Wealth Management Business, With Trust Fees Up 11%

This growth contributed to 7% year-over-year growth in Commerce Bancshares’ non-interest income and helped the company diversify its revenue, according to the presentation.

CITI First Quarter 2025 Results and Key Metrics

Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.

Wealth and Asset Management