Managers of Wealth Americas

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Santander named ‘Best Private Bank’ in Spain and Poland by The Banker

The magazine also grants a special commendation to Santander Private Banking Mexico.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives

Savvy Attracts Trio of Commonwealth Teams as LPL Strives for 90% Retention

The latest additions (along with other recent moves) will push Savvy’s total advisor count to 100. The three Commonwealth teams collectively manage nearly $400 million in client assets.

IGM Financial posts record Q3 as advisory inflows surge amid wealth business pivot

Advisory arm sees sharp growth with $302 billion in client assets and $2.4 billion inflows

BofA eyes moderate asset growth for wealth management division – report

Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years.

Family offices make fewer deals but still flock to AI startup mega-rounds

While family offices are making fewer bets, their appetite for large rounds hasn’t budged as they seek bigger returns and to tap into the AI boom.

Merrill Wealth Aims To Double Organic Growth Rate Via Existing Bank of America Clients

During the wirehouse’s first Investor Day in about 15 years, Merrill Wealth Co-Heads Lindsay Hans and Eric Schimpf detailed how the wealth division has an “enormous” opportunity among existing HNW bank clients.

Five UBS Pacific Desert Market Financial Advisors Recognized on Forbes’ Top Next-Gen Advisors Best-in-State List

Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America’s Top Next-Gen Wealth Advisors list.

Wealth Enhancement acquires Wise Wealth

Wise Wealth operates from offices in Lee’s Summit, Rolla, and Liberty.

Sanctuary Wealth Adding $4.5 Billion Firm MartinWright Advisory To Its National Network

The firm focuses exclusively on serving ultra-high-net-worth families across the United States, providing institutional-caliber investment solutions and multigenerational financial stewardship.

SFM Announces Multi-Generational Wealth Planning Strategies

Security Financial Management unveils personalized, long-term wealth strategies focused on creating enduring legacies for families, business owners, and investors.

Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets

Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future

Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards

The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management

Leading industry research provider and AI solutions provider partner to analyze how firms can prepare for the rise of AI agents

Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team

This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.

Carlyle Reports Third Quarter 2025 Financial Results

The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.

Rate cuts remain in store despite a cautious Fed

This marks the second rate cut of 2025 and brings the total reduction since the easing cycle started in September 2024 to 150bps.

Succession uncertainty and growth demands define 2025 for private business owners

Brown Brothers Harriman survey finds business owners navigating succession uncertainty, next-gen readiness gaps, and the pressures of sustaining growth.

Wealth and Asset Management