Managers of Wealth Americas

Morgan Stanley Named 2026 Money Management Institute/Barron’s Wealth Management Advisory Platform of the Year

Firm recognized for innovation and user experience across its advisory platform

Northern Trust Q3 profit climbs 40%

The Chicago-based group AuM rose 11% to finish at $1.96tn, while assets under custody grew 9% to $15.8tn.

Freehold Wealth Management Joins Osaic with $576 Million in Client Assets

Family-led firm expands its multigenerational practice and national presence through Osaic’s scale, community and succession-planning resources

Wealthspire’s Ground Control Business Management Acquires London-based Atlantic Swiss

The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries

Partners Group Cuts Management Fees Before Fund Overhaul

Investors in the distributing fund will see their fees reduced by at least 25 basis points for three years and investors in the compounding fund will see their management fees reduced by up to 75 basis points until January 1, 2030.

Robertson Stephens moves beyond wealth management with $10B deal

Milwaukee acquisition adds OCIO capabilities for endowments, foundations and nonprofits.

Steve Cohen's Family Office Leads $80 Million Bet on Hertz Robotaxi Unit Oro Mobility

The investors include Cohen Private Ventures, the family office of the Point72 founder and New York Mets owner, alongside funds or accounts tied to Certares Opportunities and Knighthead Capital Management.

Alliant Private Client and "All Access hosted by Andy Garcia" Examine Strategic Risk Advisory for Extraordinary Lifestyles

The educational narrative focuses on the reality that modern wealth is no longer static, and therefore, protection cannot be transactional.

Modern Wealth Deepens California Presence With $330 Million 4thGEN Acquisition

Lodi-based team brings deep relationships with business owners, farmers and multigenerational families as Modern Wealth continues Northern California expansion

Beacon Pointe Advisors Builds on National Momentum with Latest RIA Acquisitions

Recent team additions expand the firm's capabilities, bringing total assets under advisement to approximately $70 billion

Latigo Peak Launches Independent Wealth Management Firm with $18.6 Billion in Assets

Leading J.P. Morgan advisors start self-funded firm with 48 team members producing $130 million in revenue

Bank of America Family Office Study: Next Generation Set to Reshape Family Offices

A quarter have seen a transition within the last decade, and among those offices, only 37% said their incoming principal was very prepared.

Rockefeller Global Family Office Strengthens Presence in Naples, Florida, Welcoming The Kellam Group

Earlier this year, Rockefeller established its presence in Naples, opening its first office on the west coast of Florida.

RBC Wealth Management named Outstanding Private Bank in three categories at the Private Banker International Global Wealth Awards

A testament to what matters most in private banking: the relationships, expertise and experience clients can count on

Rothschild Financial Partners Welcomes Alpha Rising Wealth Management

The Scottsdale, Arizona team, overseeing approximately $250 million in client assets, joins RFP from LPL Financial for a platform built from the ground up around AI

Citizens Expands Private Banking into Greater Philadelphia

The expansion adds relationship managers Matthew Stanton from Citi Private Bank and Nick Maiorana from PNC Private Bank.

William Blair Investment Management Launches First ETFs, Expanding International and Emerging Markets Expertise to Active ETF Market

Both ETFs are expected to begin trading on the New York Stock Exchange today.

Wealth and Asset Management