Managers of Wealth Americas

Citizens Expands Private Banking into Greater Philadelphia

The expansion adds relationship managers Matthew Stanton from Citi Private Bank and Nick Maiorana from PNC Private Bank.

William Blair Investment Management Launches First ETFs, Expanding International and Emerging Markets Expertise to Active ETF Market

Both ETFs are expected to begin trading on the New York Stock Exchange today.

Altrata Report Finds Annual Ultra Wealthy Giving Reached $250 Billion in 2025, Up 32% on 2022 Levels

Even as government and multilateral aid retreat, giving by individuals continues to grow, topping $650 billion in 2025. Individuals worth $5 million or more are forecast to number 8.3 million by 2031, up from 5.8 million in 2025.

Focus Financial Partners Selects Nevis to Empower Advisors with Leading AI Wealth Management Platform

The deployment will support Focus’ team members, reinforcing its commitment to pairing cutting-edge technology with highly personalized advice.

Simplicity Group Acquires Zen Wealth Management Group to Expand Holistic Wealth Management Offerings

Zen Wealth, which will rebrand as Simplicity Tax Advisors, will leverage Simplicity's extensive scale, resources, and distribution network to accelerate its business model across new geographies.

Family offices poured $68.3B into AI and RIA deals in Q3 2026

FINTRX data shows 342 company transactions in the quarter, with wealth management consolidation driving nearly one in seven deals.

T. Rowe Price Moves To Deepen And Expand Engagement With Wealth Advisors

The firm is strengthening advisor relationships with notable growth across field sales teams, wealth leadership, and product specialists

Hong Kong ranks third globally as philanthropy hub, behind New York and Seoul, study finds

Altrata report highlights Hong Kong’s wealth infrastructure and growing culture of structured giving

Morgan Stanley Q3 profit hits $4.9bn on wealth gains and IPO inflows

The wealth management business posted net revenues of $9.1bn, up from $8.2bn in the corresponding quarter of 2025.

NYC-Based Tax Firm CohnReznick to Add $8B West Coast Wealth Practice

CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.

Former VestGen CEO Launches New Wealth Firm

Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.

Citigroup Inc.: Third quarter 2026 results and key metrics

This compares to net income of $3.8 billion, or $1.86 per diluted share, on revenues of $22.1 billion for the third quarter 2025.

Wall Street Turns Wealth Management into a Growth Engine: Citi and JPMorgan Attract Billions of Dollars

The case of Citigroup stands out due to the combination of revenue growth, asset gathering, and improved profitability

MDOTM Expands New York Operations, Bolstering U.S. Presence for Asset and Wealth Management Sector

MDOTM’s AI investment platform, Sphere, brings together AI-driven investment insights, portfolio construction and rebalancing, and automated reporting.

Waterloo Launches Everstead, a Private Wealth and Family Office Brand for Ultra-High-Net-Worth Families, Led by Grayson Miller Dunaway

Everstead brings Waterloo's family office, tax and investment capabilities together under one name, with a single coordinated team built around each family

Wealth and Asset Management