Managers of Wealth Americas

Goldman Sachs Announces Partner Class of 2026

These decisions are extremely difficult, and we acknowledge the hard work of those who were not selected this year.

CIBC Private Banking named Best Private Bank in Canada for Innovation and for Customer Service

"This recognition belongs to the entire team that delivers the best of our bank to clients every day."

Northern Trust Named Best Private Bank in the United States for 15th Time

Firm also wins for family offices and ultra-high-net-worth clients

Fifth Third Private Bank Named Best Private Bank for Customer Service in the U.S. at 2026 Global Private Banking Awards

The recognition is Fifth Third Private Bank’s sixth industry award of 2026 and its third this year specifically honoring client service or experience.

Scale Is No Longer Enough to Compete in the World of RIAs

The industry has been growing strongly at a 12% compound annual growth rate in recent years, but that has diminished the competitive advantage of growth itself.

Cardinal Point Wealth Management Highlights Estate Planning Considerations for Canadians with U.S. Assets

Canadians who own U.S. real estate, shares of U.S. corporations, or certain other U.S.-situated assets may face U.S. estate tax obligations at death, even if they have never lived in the United States.

New York’s Cornerstone Wealth Management joins Prospera platform

The firm brings $600m in assets under management (AUM) to the independent broker-dealer’s platform.

Athlete wealth management demands a new advisor mindset, says UBS sports head

Wale Ogunleye, a former Chicago Bears defender, says financial advisors must look beyond the US contract to serve today's global athletes.

Nour Private Management Completes Acquisition of Mirabaud Canada's Wealth Management Business

The acquisition expands NPW's integrated private wealth platform for ultra-high-net-worth families and institutions, with continuity of service for Mirabaud Canada clients as the primary focus.

Kestra's Bluespring Acquires $920M Whitaker-Myers Wealth Team

Bluespring's River Valley platform now manages $2.4 billion in assets, extending its reach across Ohio, Kentucky and South Carolina.

LPL Financial Welcomes Contour Wealth Management, LLC

The practice works with educators, medical professionals, business owners and multigenerational families. In some cases they support three generations of the same family, from retirement planning to college savings for younger family members.

Global Finance Names The World’s Best Private Banks 2027

The 2027 awards reflect the increasing sophistication of private banking

Mitzie Wilson, Recognized By Influential Women, Helps Families Build, Preserve, And Transition Wealth With Integrity

Her background includes Retail Banking, Treasury, Commercial Real Estate and Investment Management, giving her a broad analytical foundation that directly informs her tailored approach.

Wealth managers must promote trust, in addition to transformation and technology

The key lesson of the last 25 years is that the wealth management industry still seeks an elusive equilibrium, combining harmony and civility with innovation and investment returns

Morgan Stanley is a dubious saviour for UBS

The return on investment looks far from stellar, potentially making it tricky to justify such a risky move.

Fairfield Dolan Launches Center for Wealth Management

Dean Li’s remarks addressed the growing demand for financial advisors equipped to navigate increasingly complex client needs and the importance of establishing the Center for Wealth Management at this pivotal time.

Nour Private Wealth Announced Its Advisor-Partnership Model Amid Growing Demand for Independent Wealth Management

Yet consolidation tells only part of the story.

Sarasin Asset Management launches US Client Model Portfolio Services for UK advisers

The model portfolio service (MPS) provides an all-in-one investment solution covering asset allocation, fund selection and risk management, with portfolios managed within clearly defined risk parameters.

California’s wealth tax vote has set billionaires up to lose

Even if a levy on the super rich is rejected on Tuesday, campaigners will win

Lazard Completes Its Acquisition of Campbell Lutyens and Launches Lazard CL, the Global Leader for the Next Era of Private Capital

The establishment of Lazard CL marks a milestone in the Lazard 2030 strategy to deliver long-term, profitable growth, expanding the solutions provided to clients and further diversifying the firm’s revenue.

Wealth and Asset Management