Managers of Wealth Americas

Wealth Enhancement Announces Acquisition of Trippon Wealth Management Group and Associated Tax Practice with over $299 Million in Client Assets

This partnership brings the firm's total client assets to more than $158.5 billion.

Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network

California firm rooted in perseverance and purpose joins Indivisible platform to expand client capabilities

Leading US Regional Bank Selects Temenos SaaS to Modernize Core Banking

Cloud-native core banking platform delivers greater agility and a flexible and scalable foundation for future growth

Morgan Stanley Second Quarter 2026 Earnings Results

Morgan Stanley Reports Net Revenues of $21.3 Billion, EPS of $3.46 and ROTCE of 26.6%

Sanctuary Wealth notches record year as advisor teams chase flexibility

Hybrid RIA pulls in $5.9B in new assets during H1, pushing trailing total to $12.7B.

UBS tries to crack the American market at last

Swiss group wants to be valued as a global wealth manager rather than a European bank but lags far behind Wall St rivals

Morgan Stanley wealth management boosted by SpaceX millionaires

Investment bank becomes latest to shatter forecasts on back of AI boom

J.P. Morgan Payments contributions to firm-wide Q2 2026 earnings

Payments business reported $5.3B in quarterly revenue, up 12% year-over-year.

SEI Expands ETF Platform with SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS)

Established Dynamic Active Multifactor Strategy Extends QiM's Time-Tested Investment Process Through Single-Ticker ETF Solution

Citigroup Second Quarter 2026 Results and Key Metrics

Net income was $5.8 billion, compared to $4.0 billion in the prior-year period, driven by higher revenues and a lower provision for credit losses, partially offset by higher expenses.

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

Caprock announces acquisition of Venturi Private Wealth

Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Providing institutional investors with diversified access to private capital opportunities across geographies and strategies

Wealth and Asset Management