Managers of Wealth Americas

Morgan Stanley Closes Acquisition of EquityZen

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

Goldmans Sachs buys stake in £3bn advice firm The Private Office

TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

Corient Strengthens West Coast Presence with the Addition of Palo Alto Advisory Business

The transaction deepens Corient’s presence in California and reinforces its growing footprint in Silicon Valley.

Citigroup hit with lawsuit alleging ‘weaponized’ HR, hostile culture at wealth unit

Former senior wealth management executive’s accusations target Andy Sieg and an HR department that ‘reeks of institutional misogyny.’

Flagstar Bank Opens Private Client Office on Park Avenue in New York City

Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs

Banks Accelerate Tech Adoption to Boost Advisor Efficiency and Retention

With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive

Strategic wealth management in Campbell River for life’s evolving needs

That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

Nominate standout talent for the Wealth Professional Awards 2026

Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February

Sunflower Bank builds out insurance arm with HNW, business-owner focus

Bank, with a broad commercial and private wealth footprint, is muscling into advanced planning territory

Advyzon Investment Management Introduces First Manager-Traded Strategies with Schwab Asset Management

Partnership expands fixed income options for financial advisors with actively managed, institutional-quality bond strategies

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.

When the ultra rich hire family for their private investment firms, what to pay them can be tricky

The ultra wealthy are increasingly bringing their younger family members into their private investment firms.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

Wealth and Asset Management