Managers of Wealth Americas

Macquarie Asset Management announces closing of debut US CLO at $US409.2 million

The portfolio will invest in a pool of US broadly syndicated loans.

US added 562,000 millionaires in 2024 but wealth management has a challenge

New report reveals gaps in how advisors work with next-gen HNWIs.

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management

Wealth Management Industry Awards Announces Record Number of Finalists for 2025

This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.

BNY Unveils Enhancements for Wealth Managers at INSITE® 2025

New products and features will help advisors and investors innovate for the future of wealth management

BNY Pershing Launches Advisor Growth Network, New Wove Features

BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.

JP Morgan’s Harshika Patel on crossing the $200bn AUM mark

The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.

Arax Investment Partners Acquires Schechter Investment Advisors, Broadening Midwestern Presence

Schechter Investment Advisors to operate under Arax Advisory Partners

RSM Launches Family Office Advanced Leadership Program, Co-Developed with Cornell University

The 18-month program is designed to equip family office senior executives with the necessary skills to navigate the complexities of their roles

Focus Partners Wealth Expands with First External Acquisition Since Rebrand

Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision

Market volatility, economic uncertainty not stopping HNW wealth transfer

Long-term gifting plans remain as wealthy clients stay focused.

RBC goes to UBS again, snags $1.6B team: Advisor Moves

Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies

Hightower Makes Strategic Investment in Smith Anglin

Smith Anglin marks the second strategic investment for Hightower in 2025.

Lisa Detanna Named to Barron’s 2025 List of Top 100 Financial Advisors

This recognition reflects Lisa’s decades-long commitment to delivering personalized, objective, and forward-thinking financial guidance to clients nationwide.

Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors

A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients

UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More

As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.

Wealth and Asset Management