Managers of Wealth Americas

Nexedge Capital raises $20 million to expand wealth management platform

The firm will use the capital to strengthen technology, grow its senior banker network, expand into Tier-II and Tier-III cities, and build NRI and NBFC offerings

Constellation Wealth buys minority stake in Confluence Financial

Confluence offers financial planning and investment management to private clients, families, companies and institutional investors.

US bank M&A wave set to reshape wealth management landscape

Bain projects up to seven US trillion-dollar banks by 2030 as consolidation accelerates.

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

The appointment supports First Sentier Group’s broader approach of aligning its operating model across key fund structures and jurisdictions.

T. Rowe Price To Expand Fixed Income ETF And SMA Capabilities By Acquiring F/m Investments

The acquisition is expected to deepen T. Rowe Price’s fixed income capabilities, accelerate growth across its ETF franchise, and broaden its liquidity, cash management, and customized fixed income offerings.

French wealth manager for Americans living in Europe opens New York office

Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe

Wealth Enhancement buys Servo Wealth advisory unit

The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.

Santander Expands U.S. Presence with Completion of Webster Acquisition

Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.

Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy

Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion.

Why Selectivity Matters in Today’s Markets

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.

Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list

The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.

Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor

Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.

West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula

Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service.

Wealth Enhancement Announces Acquisition of Servo Wealth Management, an Independent RIA with Over $210 Million in Client Assets

This partnership brings the firm's total client assets to more than $161 billion.

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.

Wealth and Asset Management