Managers of Wealth Americas

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

Franklin Templeton pivots to wealth

But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.

Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent

Minority investment in Bogart Wealth will be used to further fund client services, technology and recruitment initiatives

UBS Wealth Management USA Restructures Leadership in the Southeastern U.S.

The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others

Brookfield Oaktree Wealth Solutions Expands UCI Part II Platform, Launches Private Credit Strategy for Wealth Investors

The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles.

IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards

The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.

Foundation Wealth Advisors Recognized as a Best-in-State Wealth Management Team by Forbes

Foundation Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs

Constellation invests in Virginia RIA Bogart Wealth

Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts.

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change

Goldman Sachs Reports Strong Wealth Management Performance in 2024

With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry.

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

Firm is the highest-ranked team in Michigan for the third consecutive year

BNP Paribas urges investors to diversify

With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.

Homrich Berg Closes $6.4 Billion RIA WMS Partners Acquisition

WMS Partners’ leadership team and advisors will remain in the Towson office, ensuring continuity for clients and employees.

Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M

Separately, BridgePort also took full ownership of Premier Wealth Advisors

Weekly Market Commentary: A second Trump US presidential term starts this week, and markets will be paying close attention

Last week saw a decent start to the latest calendar quarterly results season, with the big US banks in particular delivering a strong set of numbers.

Wealth and Asset Management