Managers of Wealth Americas

Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA

The three partners join Pitcairn alongside two other staffers.

Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service

Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.

Equirus Welcomes Credence Family Office in INR 100 Cr Deal to Strengthen Wealth Management Services

As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.

2025 Private Markets Outlook: Insights for U.S. Wealth Advisors

As a result, private equity continues to attract investors seeking higher returns and diversification.

Three essential charts for investors in January

Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

New name, new era for Grayhawk Wealth as firms rebrands to Sagard Wealth

Our clients will continue to receive the same high level of personalized service

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

Blackstone Turns to Canada’s Wealthy to Broaden BXPE’s Reach

Firm has raised $8.5 billion for PE fund targeting individuals

Pitcairn Announces First Acquisition in 102-Year History

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in assets this year.

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance

Investment will position New York-based RIA with capital and expertise to expand presence

Warren Buffett changes course with new plans for his estate

That’s a cardinal rule of estate planning at any wealth level.

Corient Acquires $10B Multi-Family Office in New York

In joining Corient, the Geller MFO team and its clients will gain access to new technologies and operational infrastructure.

Mission Wealth acquires Houston advisory firm Logic Capital

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

LPL Financial Welcomes Bruen Wealth Management

The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.

Brown Advisory Colleagues Making a Difference in Austin

Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.

Putting cash to work should remain a strategic priority for investors

Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.

Wealth and Asset Management