Managers of Wealth Americas

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.

Maslow Wealth Advisors Launches Redesigned Website

The new site reflects Maslow's belief that traditional wealth management leaves the most important financial questions unanswered.

Nour Private Wealth on Boutique Wealth Management’s New Era as Advisors Seek Independence and Client Alignment

The firm’s advisor-partnership model emphasizes independent advice, personalized service, and institutional investment capabilities to support the complex needs of ultra-high-net-worth families.

T. Rowe Price Group (TROW) Adds Over 50 Wealth Management Roles

The build out includes fresh hires focused on U.S. financial advisors and on products such as alternatives, ETFs, and model portfolios.

SP Wealth Group Surpasses $5 Billion in Assets Under Management

The milestone reflects growing interest in Sharia-compliant and ethical investment products across North America and internationally.

Fifth Third Private Bank Wins Datos Insights 2026 Award for Portfolio Management Innovation

This award recognizes the investments we've made to enhance portfolio management and create a more personalized experience that helps clients navigate increasingly complex financial decisions."

UBS's third-quarter 2026 results

In an increasingly complex market environment, our strong third-quarter performance once again demonstrated the benefits of our diversified global business model and disciplined execution.“

InvestmentNews Rising Stars of 2026: The next-gen making the complicated simple

Ahead of a historic wealth handoff, this year's best advisors and wealth managers under 40 are winning on trust, plain language, and the kind of judgment no chatbot can replicate.

Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute

This transaction is part of the strategic compute capacity agreement previously announced by Broadcom, with expected deliveries starting in calendar 2027.

Wealth Managers Face a Build, Buy, or Outsource Decision as They Move Upmarket

Rising client complexity is reshaping the services wealth managers need to compete upmarket

William Blair Private Wealth Management Opens Dallas Office with New Advisory Team

Four-person team led by Ryan Berube and Allen Abney establishes the firm’s Private Wealth Management presence in Dallas

IG Wealth Management Advisor Perception Study: Canadian Advisors Prioritize High-Net-Worth Growth, but Dealer Support Lags Français

While affluent clients are viewed as a critical source of future growth, many advisors say they lack the resources, expertise and practice support needed to effectively attract, serve and retain HNW clients.

Wealth and Asset Management