Managers of Wealth Americas

Edelman Financial Engines Acquires Soundmark Wealth Management

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List

All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.

Broadridge and Kyndryl to Partner in Canadian Wealth Management

The combination of the SIS technology business and Kyndryl managed services with our industry-leading Broadridge Wealth Platform will further accelerate our ability to bring innovation to Canada and meet the increasingly complex needs of Canadian firms

CapIntel and BMO Private Wealth Working Together to Strengthen Advisor-Client Relationships

BMO Private Wealth will use CapIntel’s powerful proposal generator and comparison tools to help investors maximize returns

Manulife wealth management posts 25% profit growth

Overall profit gains despite challenges in some key sectors

AlTi Tiedemann Global Extends US Footprint Through Acquisition of Midwest Family Office, Envoi

AlTi continues to execute strategy to expand scale and reach of its global ultra-high-net-worth (“UHNW”) wealth management business in existing and new markets.

Brookfield Asset Management Announces Strong First Quarter Results

Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End

First Citizens Wealth Launches Enhanced Private Investments Capabilities

Private Investments reflects our commitment to delivering outstanding options and advice to our clients.

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

Wealth Enhancement Group Partners with The Retirement Group, LLC, a Hybrid RIA with Over $809 Million in Client Assets

This partnership marks Wealth Enhancement Group's newest office in San Diego, California bringing the firm's total client assets to more than $82.7 billion.

Key Private Bank Wins Best Regional Private Bank At The 2024 Family Wealth Report Awards

This is the second time Key Private Bank has received this award.

The AmeriFlex Group acquires The W Source

AmeriFlex Group purchases a women-to-women professional networking platform.

How do Canada's cities rank among the world's wealthiest?

New data reveals where the millionaires and billionaires hang out

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation

Financial Times and PWM Announce Wealth Tech Awards

Key Private Bank wins 'Best Regional Private Bank' at the 2024 family wealth report awards

The award recognizes industry-leading firms providing best-in-class services and innovative wealth management solutions to clients.

Macquarie Group announces $A3,522 million full-year profit

Profit for the half year ended 31 March 2024 (2H24) was $A2,107 million

Mirabaud Bank Targets Expansion in Brazil’s Wealth Management Sector

With plans to triple its managed assets in Brazil within the next two years, the firm is positioning itself to capture the burgeoning wealth management market in the region.

Mathis Wealth Management Acquires Ventura, California Wealth Management Practice Phoenix Wealth Management firm expands into California.

RH Wealth recognized this need, and the acquisition assured its clients that their best interests will continue to be well-served into the future.

LPL ‘Reimagining’ Alts Platform: CEO

LPL Financial CEO Dan Arnold says the firm is developing a variety of solutions for advisors to expand their businesses.

Wealth and Asset Management