Managers of Wealth Americas

Bergos inks private equity deal with US asset manager

Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.

Northern Trust Declares Quarterly Dividends on Common and Preferred Stock

Northern Trust Corporation also declared cash dividends of $2,300 per share of its Series D non-cumulative perpetual preferred stock (resulting in a distribution of $23.00 per depositary share)

Lazard Reports Second-Quarter And First-Half 2025 Results

For the first half of 2025, Lazard reported net revenue of $1,444 million and adjusted net revenue1 of $1,413 million.

Morgan Stanley under probe for wealth management client vetting issues – report

The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.

Ameriprise Financial's quarterly profit rises on higher fee income

Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team

Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement

J.P. Morgan advisors named to Barron’s top 100 women list

Three advisors ranked in the top 10 in the country

Global Real Estate Giant Greystar Launches Private Wealth Team

The company plans to raise private investor money for traditional funds alongside institutional capital.

Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory

The survey explored investor views on sector opportunities for the third quarter of 2025

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.

Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market

New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

Wealth and Asset Management