Managers of Wealth Americas

Barron’s Recognizes William Blair Wealth Management Teams

The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Treasury Partners was also named to the 2026 Barron’s Top 250 Private Wealth Management Teams list.

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Named for focus on quality, new momentum strategy incorporates both fundamental and technical factors to selectively target market leaders

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

BuzzFeed, Inc. Announces Proposed Majority Stake Investment by Byron Allen’s Family Office

Jonah Peretti to Transition to President of BuzzFeed AI

Nitrogen Launches Tool for Advisors to Capture Wealth Transfer Beneficiaries

Nitrogen’s Legacy Center targets advisor concerns about missing out on beneficiaries of the much-discussed wealth transfer.

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.

Franklin Templeton Launches New Private Markets Models with Corastone

The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S

MCF buys Kentucky wealth manager Hoff Bujnoch & Associates

The purchase increases MCF’s footprint in Northern Kentucky and broadens its financial planning and wealth management operations.

Key Private Bank named a winner for ‘Regional Private Bank’ at the 2026 Family Wealth Report Awards

Key Private Bank’s repeated recognition underscores its long‑standing commitment to helping clients navigate complex financial needs across generations.

Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds

Broadridge-backed LTX to add Representatives from J.P. Morgan and TD Securities to its Board of Directors

Wealth and Asset Management