Managers of Wealth Americas

Pettinelli Financial Partners overhauls leadership and service model

Independent wealth manager completes a multi-year reorganisation

New CS Nazi-Era Alegations: What It Means for UBS

The accusations, tied to previously undisclosed Nazi-linked accounts, have led to intensified scrutiny from U.S. lawmakers and investigators.

Wealth managers warn investors to watch out for these 3 major themes in 2025

Despite the uncertainty that comes with changing times, one piece of personal finance advice remains eternal: Don’t let emotions take over your financial planning.

Z2 Investment Management is pleased to announce an investment in Coastline Wealth Management

We are excited to work with Z2

Mission Wealth Announces 2025 Partner Class, Celebrates 25 Years of Innovation

This announcement comes as Mission Wealth surpassed another milestone—over $10 billion in assets under management.

The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors

Bay Area wealth management firms join forces to provide expanded financial services

$124tn in wealth will change hands by 2048

Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

Trump's Net Worth Rose $3.6 Billion This Year—Despite Wild Fluctuations In His Wealth

His net worth fell from $2.5 billion after his legal burdens weighed down his net worth between January and March.

BlueRock Horizon AM unveils plan to maximise growth

Asset management firm BlueRock Horizon is shaking up the investment world with an AI-powered strategy, designed to deliver superior returns while minimising risk.

CIBC named to the Dow Jones Sustainability North America Index for the 20th consecutive year

CIBC was named a 2025 Catalyst Award winner in recognition of the bank's ongoing commitment to advancing gender equity

MetLife Investment Management to Acquire PineBridge Investments

The acquisition excludes PineBridge’s private equity funds group business and its joint venture in China.

Litman Gregory Wealth Management Named on Forbes’ 2024 America’s Top RIA Firms List

The selection by Forbes is based on an extensive due diligence process developed by SHOOK Research, which evaluates firms on both qualitative and quantitative factors.

Remembering Dick Parsons, Longtime Lazard Board Member

Dick's storied career embodied the finest traditions of American business leadership.

Excellence in Banking: Wealth management leaders of the year for 2025

Providing personalized experiences, understanding customer needs, and offering tailored financial solutions helps create a competitive advantage.

The great wealth transfer

Big inheritances are set to transform economies, markets and society

Wealth managers must be smooth operators in 2025

This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.

Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention

As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.

Season's Greetings from Managers of Wealth

Thank you for your trust and support

UBS Advisor Team The Schultz Group Named to Forbes America’s Top Wealth Management Teams

“This team holds deep industry knowledge and a passion for helping clients achieve what matters most to them, through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.”

Wealth and Asset Management