Managers of Wealth Americas

Addenda Capital Partners With OneVest to Enhance Its Advisors’ and Clients’ Private Wealth Experience

This decision aligns with Addenda Capital’s focus on expanding and enhancing its Private Wealth division.

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

Family offices need to evolve to meet the changing needs of wealthy clients

Several key pillars are identified by a report from Morgan Stanley.

‘We expect the Spanish economy to grow at a fast pace’ – an interview with Michael Strobaek, our Global CIO

Strobaek, who arrived from Credit Suisse where he was on the board of directors, says the US is one of the Swiss bank's favoured geographies for the year ahead.

Independent Advisor Solutions forges alliance with Goldman Sachs

This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.

Redefining Wealth- Transformative Gift Names Langston Wealth Management Center at University of Texas

In 2022, the couple co-founded the John and Candace Langston Fellowship at McCombs, awarded each year to high-achieving students newly admitted to the wealth management program.

J.P. Morgan Private Bank report reveals how wealthy families can adapt in a complex world

New Global Family Office Report highlights governance, succession planning, investment management and cybersecurity as key areas of concern

Blackstone Credit & Insurance Announces $1 Billion Infrastructure Loan Portfolio Purchase From Santander

The portfolio comprises loans that finance assets located largely in Western Europe and the US across the digital infrastructure, utility scale renewable, energy efficiency and transportation sectors.

BMO Ranks First in J.D. Power 2024 Canada Wealth Management Digital Experience Study

The study evaluates customer satisfaction among full-service investors

Citigroup awards special retention bonuses for dozens, Bloomberg News reports

Andy Sieg, who was hired last year by the lender, said the unit's recent results are starting to take hold

Alternative Investment Platforms for Wealth Management: A Solutionscape

Wealth managers, family offices, and HNW/accredited investors are increasing their allocations to alternatives to achieve greater diversification, hedge against inflation, and gain higher returns.

Blackstone Buys Into Santander’s $1 Billion Loan Portfolio

Santander has embarked on a push to improve returns on capital.

Front Street Capital Management Selects SEI for Custody and Advisor Technology

Integrated Custody and Technology Solution Powers Connected Experience and Business Growth

MAG Wealth Management takes over Ovation Wealth Advisors

The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.

Four shortlisted for Citywealth Powerwomen Awards USA 2025

The awards highlight individuals and companies that promote female leadership and support career progression of women within the wealth management sector.

Bain Capital completes acquisition of Envestnet

Transaction supports industry-leading wealth technology platform's next chapter as a private company

Citi Bonuses Buy Time for New Wealth Boss’s Rush to Revamp

One senior executive in another part of Citigroup compared Sieg to the arrival of cavalry in battle

Modera Wealth Management Acquires Bay Point Wealth

Fee-only RIA firm joins Modera to leverage enhanced client capabilities and opportunities for growth

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

The latest addition to the Steward Partners platform yields an additional $850 million in client assets

$29bn Wealthspire launches art investing and management program

Wealthspire kicked off its Art InSpired initiative earlier this month in New York City.

Wealth and Asset Management