Managers of Wealth Americas

Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients

Vontobel will combine SFA and VSWA, its existing business serving North American Wealth Management clients.

JTC Further Bolsters US Platform with Acquisition

EFS offers a broad range of services in the alternative assets space, including accounting, reporting and administrative services to investment partnerships and their investment managers.

Perigon Wealth Management Announces Merger

Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A

Santander Private Bank trio exits to launch LatAm-focused wealth shop

‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.

Vontobel to Open New Miami Office in U.S. Wealth Push

In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.

Dynamic Partners with Eight New Wealth Advisors in 2021

Professional Services Provider Expands Network, Serving Nearly $3.5 Billion of Client Assets

Worldsource Wealth Management to bring Conquest Planning’s intuitive financial planning platform to advisors

Worldsource will offer platform as an enterprise-wide solution to entire Wealth Management segment

Apex Group appointed by leading Latin America asset manager

Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r

CI Financial Reports Record Total Assets of $338.1 Billion for November 2021

All financial amounts in Canadian dollars unless stated otherwise.

The Need to Modernize in Trust

Making the case for a transformed business model.

Apex Group provides fund services to RailField Partners

Apex’s fund administration services are the foundation of its single-source solution.

Wealth Enhancement Group Joins Forces with Vivid Financial Management

Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion

Wealth Manager joins Focus as a new partner firm

The firm is known for its holistic wealth management and planning, which integrates the totality of the financial planning processes.

Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company

Mariner Wealth Advisors Acquires Sivel Capital Management

Sivel Capital Management assumed the Mariner Wealth Advisors name when the deal closed on Nov. 30, 2021.

Chad Larson Selected as One of Canada’s Top Wealth Advisors in 2021

Canada’s Top Wealth Advisors is a new annual ranking program, produced by The Globe and Mail and SHOOK Research.

Wealth Enhancement Group Joins Forces with Vivid Financial Management, a Central California-based Hybrid RIA with $674 Million in Client Assets

The transaction will close on Dec. 31. Ms. Darrah, Mr. Boulton and Mr. Miller will serve as Senior Vice Presidents, Financial Advisors at Wealth Enhancement Group.

CI Financial to acquire leading wealth manager

CI’s U.S. wealth management assets surpass US$100 billion in less than two years

Ida Khajadourian and Kathy McMillan named leading Women in Wealth

The Leading Women in Wealth Award was based on peer and client feedback in the following key areas: professional accomplishments over the last five years, demonstrated promotion, influence and championing women within the industry, and other awards and ac

Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year

Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.

Wealth and Asset Management