Managers of Wealth Americas

BAC & Merrill Expand Private Markets Access: A Push for UHNW Clients?

According to a Bank of America Private Bank study in 2024, 93% of the young HNW investors plan to increase their allocation to alternatives in the coming years.

Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala

California’s 50 Richest Suburbs, 2025: Where Ultra-Wealthy Families Call Home

Of California’s 50 richest suburbs in 2025, eight of the top 10 are located in the Bay Area.

Citi and BlackRock to Launch Investment Portfolio Solutions to Improve Wealth Management

Unveiled this month, this collab reportedly combines Citi’s advisory expertise with BlackRock’s investment management know-how and technology, setting a standard for personalized wealth solutions.

Cerity to merge with New York financial advisory firm Graypoint 

Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.

Global banks rush into Credit Suisse vacuum to serve Swiss companies

JPMorgan and Deutsche Bank among lenders competing for country’s businesses

ECHELON Partners Wins Wealth Management 2025 Industry Award for M&A Deal Support

The winning initiative, the ECHELON RIA M&A Deal Report, is the industry's most comprehensive annual analysis of wealth management dealmaking.

Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients

Goldman Sachs and T. Rowe Price Announce Strategic Collaboration to Deliver Innovative Public-Private Investment Solutions

Firms will broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels

Citi to tap BlackRock for top clients’ wealth management

Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets

The Oasis Group Named ‘Best of the Best in 2025’

The Oasis Group was recognized in the Industry Research Providers category

Corient, Fresh off U.K. Deals, Adds $3.5B Boston RIA

Corient, Mubadala Capital's U.S.-based RIA arm, has acquired Breed’s Hill Capital, a move that should increase its total client assets to $433.5 billion by the fourth quarter.

Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis

The team is also actively recruiting to further strengthen its growing practice.

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Wealth and Asset Management