Managers of Wealth Americas

The Changing Priorities Of Wealth Management Sellers

Those forces continue to produce substantial deal activity.

All hail alternatives: traditional assets now the minority within family office portfolios

New BNY research also found increasing appetite from family offices for luxury assets and sports investing

Northern Trust Wealth Management Expands Family Office Solutions Team In New York

Services include investment strategy, fiduciary oversight, consolidated reporting, philanthropic advisory, family governance, risk management, and lifestyle support.

Former HSBC executive starts AI-driven wealth firm – report

Trista Sun said Equora was created to help individuals oversee their investments and finances “proactively” through AI agents.

Citi tops profit estimates on higher investment banking, services and wealth revenue

Trading profits gained only 2% over a year ago and fell 27% against the previous quarter, mainly due to a drop in equity trading revenue.

Wealth management industry groups call on Ottawa to extend RRSP contribution age

The federal government hasn’t yet announced the date of the 2026 budget. Last year’s budget, which was the first under the new system of tabling a budget in the fall instead of the spring, was released on Nov. 4, 2025.

Waverly Advisors Acquires MCS Family Wealth Advisors

Acquisition expands Waverly’s presence in Oregon

Criterion Enters the Wealth Management Marketplace

Criterion is a new player in the wealth advisory space and uniquely designed for advisors and their clients

Savant Adds $213M Cedarstone Advisors in Fifth California Office

“Their specialization of serving retirees aligns well with Savant’s desire to find firms with focused practices,” said Brent Brodeski, founder and CEO of Savant.

Private Banker International Global Wealth Awards 2026 names winners

RBC Wealth Management takes the global title as this year’s awards put greater focus on evidence-led growth, digital execution and client outcomes

Partners Group launches new global multi-sector private credit income strategy

The Strategy will be accessible to both institutional and private wealth investors globally through an open-ended evergreen vehicle.

RBC bets on growth in Europe as businesses diversify trade

The lender has grown its capital-markets team in the region by 16 per cent in the past five years.

NorthRock Partners Buys $350M Triumph Wealth Management

Triumph Wealth Management has joined NorthRock’s Personal Office model, which provides investment strategies, insurance, legal, business services, and philanthropic planning.

Carson Group enters New Jersey with $410M Foran Financial Group deal

The firm is led by managing partners and wealth advisors Daniel Foran

FactSet Announces Expanded Partnership with Scotia Wealth Management

The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms

Network Wealth Selects OneVest's Wealth Management Platform

Network Wealth will power its Next-Gen Advice Practice with OneVest's modern, unified client and advisor experience built for the next generation of wealth.

PureFacts and Ascentix target fee leakage in wealth management firms

Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy

Hightower’s The Bahnsen Group Expands National Footprint with Addition of Hightower Naples

Hightower Naples is the first existing Hightower advisory practice to join TBG under Hightower’s flagship franchise model, establishing TBG’s second Florida location.

Amundi and ICG launch first jointly developed Evergreen Private Equity Secondaries strategy

The Fund has already completed its first investment, establishing the portfolio with high-quality, high-growth assets across the United States and Europe.

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

Morningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet

Wealth and Asset Management