Managers of Wealth Americas

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

Blackstone sees private wealth AUM fundraising accelerate

The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.

Private banks failing to deliver on AI promises

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

Ashton Thomas Private Wealth Opens New Office in San Francisco

Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p

Six key steps Canadian wealth advisors should take now

Canadian clients are more satisfied with their primary wealth management providers than their global counterparts.

Rothschild Wealth Partners Expands Presence in Chicago with Acquisition of Siligmueller & Norvid Wealth Advisors, LLC

Rothschild continues to expand its locations, adding to its presence in Chicago, Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville.

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.

INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America

Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America

Advisors 360 Private Wealth Management Founder Mark Taylan Featured on The Morning Blend to Discuss Financial Planning Through Life Transitions

With over two decades of experience in both Wall Street institutions and independent advisory firms, Taylan has developed a comprehensive, client-centric approach.

World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan

Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.

Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025

The survey explored investor views on sector opportunities for the fourth quarter of 2025

Elevating philanthropy in wealth management

Barkley Payne, CEO of the nonprofit organization Investing in Others, seeks to raise the profile of financial advisors who go the extra mile in charitable work.

Rayliant Adds Strategies to Sowell Management's OCIO Platform

As part of the partnership, Rayliant Chairman Jason Hsu joins Sowell’s OCIO team as chief investment strategist.

StoneX Expands Wealth Management Offering for Latin American Clients

Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.

Generational shift meets AI as family offices future-proof their fortunes

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Northern Trust Expands Asset Recovery with Broadridge Partnership

Enhanced reporting tools are expected to provide detailed insights across the lifecycle of each case, from filings to distributions.

How advisors can prepare heirs for wealth amid conflicting information sources

The lack of clarity created by these multiple sources is compounded by structural challenges.

Citigroup: Third Quarter 2025 Results and Key Metrics

This compares to net income of $3.2 billion, or $1.51 per diluted share, on revenues of $20.2 billion for the third quarter 2024.

Wealth and Asset Management