Managers of Wealth Americas

Prudential Wealth Advisors Reports Record Sales, Accelerates Wealth Management Growth in 2026

Firm posts record third-quarter sales, approximately $80 billion in client assets, and a 20% revenue increase over two years.

Sapient Capital: Wealthgate Trust Company Acquisition Expands Family Office And Corporate Trustee Services

The firm provides investment management, wealth strategy, and family office services.

SEI and Carlyle Advance Strategic Relationship with Launch of SEI Carlyle Private Markets Fund (PRVTX)

New Interval Fund Combines Institutional Private Markets Exposure and Portfolio Construction Expertise in a Single-Ticker Structure

Park Place Financial and IP Private Wealth Unite to Build a Stronger Regional Presence with Greater Continuity and Scale

Combination marks a new chapter for Park Place Financial, deepening its asset management and ultra-high-net-worth capabilities while bringing its full suite of services to the Ottawa market

Insigneo Wins Three Awards at the 2026 Citywire International Wealth Management Awards

The firm received seven corporate finalist nominations across key areas of its international wealth management offering, with two of this year’s awards marking consecutive-year wins

Canada’s RBC buys Yarra Capital as scale wins in asset race

Yarra was spun out of Goldman Sachs Asset Management in 2017 in a private equity-backed management buyout.

Mercer Advisors Launches Philanthropic Services Team

Mercer Advisors has formed a specialized group to help wealthy clients align charitable giving with tax, estate and investment planning, led by former McKinsey executive Eleonora Sharef.

Wealthspire’s Ground Control Business Management Acquires London-Based Black Frame Consulting

Acquisition adds specialized music and global touring expertise to Ground Control’s U.K. business management platform

BBVA named best private bank in Colombia, Mexico and Peru by Professional Wealth Management and The Banker

In this year's edition, BBVA has received the awards for Best Private Bank in Colombia, Mexico and Peru.

Osaic ConnectED 2026 Brings Nearly 4,000 Attendees Together in Atlanta to Explore the Future of Financial Advice

Flagship national conference welcomes nearly 4,000 in-person attendees, features industry-leading speakers, 180 educational sessions, new opportunities for advisor engagement

Merchant Takes Stake in Elevation Point as Emigrant Exits

Merchant acquired a minority stake in Elevation Point, replacing Emigrant Partners as capital partner for the RIA accelerator.

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.

Wealth and Asset Management