Managers of Wealth Americas

UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title

This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.

BlackRock Establishes Preeminent Private Markets, Technology, and Data Provider with Close of Preqin Acquisition

As capital markets evolve, private markets are playing an increasingly important role in financing global growth.

Appetite For Alternative Assets Grows In Private Banking

Wealthy investors are expected to look beyond stocks and bonds, prompting private banks to expand offerings and expertise.

Prime Capital Starts Family Office Via Acquisition of $1.5B Firm

Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.

Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses

Three Gold Membership Supporters Help Give Voice to America’s Family Businesses

Betterment Acquires Ellevest's Automated Investing Business

New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform

Elevation Point acquires minority stake in Triton Wealth

The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.

Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners

The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.

Capital markets and wealth management drive CIBC's first quarter beat

The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.

Canada's RBC quarterly profit rises as wealth management business remains robust

The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.

Miracle Mile Advisors Rebrands as Composition Wealth, Marking New Chapter in Integrated Wealth Management

National wealth management firm establishes new identity reflecting its collective approach to composing financial success stories with its clients

Callan Family Office partners with Foundation Source to expand access to sophisticated philanthropic solutions

Turnkey platform empowers advisors to support families with donor-advised funds and private foundations

Elevation Point Announces Strategic Stake in Triton Wealth, Building on Strong Start to 2025 with More Deals Ahead

Triton Wealth is an ideal partner for Elevation Point

Fifth Third Private Bank's New Delaware Trust Administrative Office Highlights Wealth Planning Expertise, Meets Complex Client Needs

Our clients have complex needs, from philanthropy to business transitions and wealth protection

Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors

Canaccord Genuity Group Inc. through its Wealth Management business in the UK & Crown Dependencies announces completion of its acquisition of Brooks Macdonald Asset Management (International) LTD.

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

Wealth and Asset Management