Managers of Wealth Americas

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.

Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

Wealth Enhancement snaps up Weinand Financial

Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.

Northleaf closes USD $450 million asset-based fund

The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.

Invesco Advances Global Solutions & Custom Strategies Platform

Uniting differentiated investment capabilities to deliver tailored client outcomes

Building wealth with intention: A tax-aware how-to guide

But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

NewEdge Wealth Adds Houston Location in Continued Expansion

Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division

Siebert deepens FusionIQ investment with 10-year wealth tech deal

Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.

Wealth Enhancement Announces Acquisition of Weinand Financial, an Independent RIA with Over $644 Million in Client Assets

This partnership brings the firm's total client assets to more than $160.7 billion.

MAI Capital Management Expands California Presence with Addition of OG Private Wealth

Acquisition brings approximately $551 million in AUM as MAI adds firm specializing in personalized investments and planning for entrepreneurs, business owners and affluent families across the state

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

The recognized wealth advisors and their teams serve individuals, families, organizations, and foundations—helping clients pursue their investment goals, strengthen family legacies, and support their charitable priorities.

Apollo Stock And Other Wealth Management Names Tied To California Tax Risk

This article walks through three U.S. financial stocks connected to that story and how this backdrop might matter for your watchlist.

Family Offices Face a Turning Point

With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business.

IOL Privé wealth platform debuts in Uruguay with DriveWealth tech

The service uses DriveWealth’s brokerage infrastructure to offer wealth advisory support.

Northern Trust Asset Management Brings Its FlexShares ETFs Under the Northern Trust Brand

Rebrand unifies the firm’s ETF lineup while maintaining investor continuity

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

Succession, governance and the next generation in US Family Offices

The structures, governance frameworks and legal documentation put in place now will determine whether wealth is preserved or dissipated across the generational transition.

Pictet Wealth Management Advises Cutting US Treasuries and Dollar Holdings

Kelvin Tay, the bank's chief investment officer in Asia, said that structurally higher inflation and government deficits reinforce the idea of buying assets that governments cannot print.

UBS upgrades Michael Page to 'buy' on hopes of earnings recovery

The stock has climbed roughly 43% from its April lows but remains down about 14% so far this year, against an average 17% gain for peers.

Wealth and Asset Management