Managers of Wealth Americas

34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list

The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.

Broadridge Reports Third Quarter Fiscal 2026 Results

Recurring revenues grew 7%; up 6% constant currency

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation

Jupiter Asset Management and the “Golden Era” for Active Management

The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors

Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaires

That flexibility is reshaping who family offices serve.

The Thirteenth Family Wealth Report Awards 2026

FAMILY OFFICE CATEGORIES

10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list

The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Griffin also questioned whether wealthy investors fully grasped what they were buying into.

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

Fifth Third Bank opens private bank office in Birmingham

The launch of Private Bank services reinforces Fifth Third’s commitment to delivering comprehensive, client-focused financial strategies throughout the region.

US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion

Firm brings partnership model and $650 billion platform as it enters Canada in 2026

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Marks Continued Progress in the Divestiture of Banamex

Inheritance boom drives demand for all-in-one wealth advice solutions

Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.

JPMorgan Chase becomes first global banking partner of Olympic Games

The banking giant also struck an agreement to serve as the official bank of Team USA and LA28.

Winning the Next Generation Before the Wealth Transfer Happens

Retention doesn't break at the moment of transfer.

Matter Family Office Launches "Knowledge Center" to Define the Ultra-High-Net-Worth Family Office Model

New digital resource provides clarity on services, fiduciary responsibility and the value of integrated wealth management

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)

Given its existing reputation and success, EAC will continue to operate under its current leadership of Ed Fasano with his management team and professionals

Stokes Family Office Exceeds $3 billion in Assets Under Management, Among Louisiana's Largest Registered Investment Advisors

New Orleans–based SEC–registered investment adviser expands into Dallas and advances plans for flagship headquarters ahead of 40th anniversary of advisory roots

Carson Group Expands Presence in the Great Lakes Region with Harbor Wealth Management Acquisition

Harbor Wealth’s relationship with Carson spans more than 10 years

Wealth and Asset Management