Managers of Wealth Americas

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming.

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering

Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.

Mercer finalises SECOR Asset Management purchase

More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition.

UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list

Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth.

Edelman buys Cahill Wealth Management

Cahill Wealth Management oversees around $426m in assets for 125 clients.

Brookfield Asset Management Announces Record First Quarter Results

Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy

Nomura Acquires Macquarie’s Listed Asset Management Business in the United States and Europe

It will also provide Nomura with a scalable hub, based in Philadelphia, to continue growing its international Investment Management business

LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

In a recent study, 175 of LPL Financial’s top 10% of advisors said they use differentiated, comprehensive solutions that go beyond portfolio management to build, scale and grow their businesses.

Warren Buffett is stepping down – but his advice is still timeless

In the letters, Buffett shares advice for everything from making money to winning the attention of kids.

Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List

This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation.

Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund

Brings Total Assets Raised Across Hybrid and Opportunistic Credit Business to $40 Billion

Franklin Templeton and Lexington launch $875m PE secondaries fund

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

Former Ameriprise Exec Launches Advisory Practice with John Thiel’s Indivisible Partners RIA

Sandy Bolton, former head of wealth management solutions at Ameriprise, has created SanWealth Partners

B. Riley Discloses Finra Exam of Wealth Management Business

Depending on what’s uncovered, these exams sometimes lead to sanctions or fines, but the existence of a probe doesn’t necessarily mean there’s been any wrongdoing.

Wealth team launches KRM Investment Counsel

A high-net-worth advisory group leaves Wintrust to embrace independence.

UBS Americas Advisor Base Drops Amid U.S. Wealth Restructuring

UBS reports an advisor headcount slip of 1.4% since the end of last year, but says it expected attrition and signals a “robust” recruiting pipeline.

JPMorganChase Advances Innovations in Benefits to Improve Financial Health for Consumers

Philanthropic commitments totaling $14.5 million aim to improve access to workplace and public benefits for low-to moderate-income consumers

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

Wealth and Asset Management