Managers of Wealth Americas

Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA

The Richmond region, rich in history, culture, and tourism, is one of the fastest growing in the state.

Mariner to Add $104B in Two Deals

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

Nominations Open For 2024 Wealth Management Industry Awards

New submission categories open for RIA innovation, philanthropic services

UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

This recognition is the latest in a long series of industry awards.

Rockefeller Adds Virginia Team From Truist

The 10-member Lewis Wealth Partners is Rockefeller’s first team in Richmond, Va.

Silverview Credit Partners Optimizes Investment Operations with Broadridge’s Private Debt Portfolio Management Solution

Broadridge’s Sentry solution to streamline and further automate Silverview’s private credit investment processes

Brown Advisory teams up with boutique for global value launch

US group brings Toronto-based investment firm’s long-running strategy to European market.

Julius Baer tells clients ‘don’t sell tech’

The private bank believes US equities could deliver double-digit returns in the next two years, powered by AI, and it remains positive on Japan and India.

EF Hutton Enhances Wealth Management Expansion

With a strong emphasis on delivering value to clients, the division offers comprehensive wealth management services and strategies across all asset classes.

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Awards Across 15 Categories Recognize Excellence And Contributions To Industry

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Savvy Wealth Investment Management is the latest innovation designed to support modern advisors in the delivery of enriched client experiences and personalized wealth management services

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Firm introduces plans to expand existing team and services catering to UHNW clientele

WealthTrust Asset Management Launches AI-Powered Tactical Strategies, Giving Investors’ Portfolios a Technological Edge

WealthTrust Asset Management harnesses reactive AI technology to determine in real time the most promising asset classes for its tactical investment strategies.

Wealth Enhancement Group Announces the Addition of the Shawn M. Scott Team with Over $136 Million in Client Assets

As expansion continues, this acquisition brings Wealth Enhancement Group's total client assets to more than $75.1 billion.

Churchill Asset Management Completes $400 Million Middle Market CLO Offering

The transaction represents the third CLO that Churchill priced in 2023 and the eighth outstanding CLO under management, bringing CLO assets under management to approximately $3.5 billion.

Stifel's wealth management unit thrives, even as overall profits tumble

For the whole year, the company's profits totaled $485.3 million, 22.3% less than the year before.

J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

Prospera Financial Services Launches Family Office Program

Affiliated advisors will now have access to all platform services and can offer them individually or as part of a comprehensive program.

‘It is an interesting time to be active asset management CEO’

The passive push, the advent of active ETFs, the all-round cost-cutting – Kamal Bhatia takes the reins of Principal AM at a pivotal point for the industry.

Wealth and Asset Management